LVDS vs DFAT

ALVDS

BDFAT

Measures won3–1LVDS wins · of 6 · 5Y

$10,000 · 5Y$15,697IWF · DFAT $15,633

Lowest cost0.18%IWF · $18 on $10k

Most income6.76%LVDS · $676 on $10k

Smallest drop−6.6%LVDS · worst fall in 1Y

Held in common1.8%LVDS and DFAT

JPMorgan Fundamental Data Science Large Value ETF · $122MDimensional - US Targeted Value ETF · $31.5B

[…]3 years · per year[…] · $16,236+17.5%

[…]5 years · per year[…] · $15,633+9.3%

0.63%Expense ratio$63 · $31 on $10k · lower wins0.31%

6.76%12-mo yield$676 · $133 on $10k1.33%

Cards for this view

LVDS

JPMorgan Fundamental Data Science Large Value

[…]

DFAT

Dimensional - US Targeted Value

$15,633

MeasureLVDSDFAT

Fee0.63%0.31%

Cost on $10k a year$63$31

Yield6.76%1.33%

5 years, per year[…]+9.3%

3 years, per year[…]+17.5%

Worst drop · 1Y−6.6%−9.6%

Volatility · 1Y11.0%

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1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$118.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−1.0%	+18.5%	+22.9%	+17.5%	+9.3%	−9.6%	$31.5B
3	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk	0.63%	6.76%	−0.2%	+25.5%	+27.7%	new	new	−6.6%	$122M

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1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$118.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−1.0%	+18.5%	+22.9%	+17.5%	+9.3%	−9.6%	$31.5B
3	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk	0.63%	6.76%	−0.2%	+25.5%	+27.7%	new	new	−6.6%	$122M

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