MFSV vs DFAT

AMFSV

BDFAT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,744DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.31%DFAT · $131 on $10k

Smallest drop−6.4%MFSV · worst fall in 1Y

Held in common0.0%MFSV and DFAT

MFSV

DFAT

MFS Active Value ETF · $674MDimensional - US Targeted Value ETF · $31.7B

[…]3 years · per year[…] · $17,261+20.0%

[…]5 years · per year[…] · $16,744+10.9%

0.44%Expense ratio$44 · $31 on $10k · lower wins0.31%

1.29%12-mo yield$129 · $131 on $10k1.31%

−6.4%Worst dropSmaller wins−9.6%

10.3%VolatilityLower wins14.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMFSV · DFAT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B
2	AMFSV	MFS Active Value ETFRead Desk		0.44%	1.29%	+2.5%	+16.5%	+21.3%	new	new	−6.4%	$674M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B
2	AMFSV	MFS Active Value ETFRead Desk		0.44%	1.29%	+2.5%	+16.5%	+21.3%	new	new	−6.4%	$674M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFSV vs DFAT

MFSV

MFS Active Value

[…]

DFAT

Dimensional - US Targeted Value

$16,744

MeasureMFSVDFAT

Fee0.44%0.31%

Cost on $10k a year$44$31

Yield1.29%1.31%

5 years, per year[…]+10.9%

3 years, per year[…]+20.0%

Worst drop · 1Y−6.4%−9.6%

Volatility · 1Y10.3%14.3%

2–1measures won
MFSV first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MFSV, DFAT

Today

0.0%most shared, MFSV and DFAT

MFSVDFAT

MFSV—0.0%

DFAT0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

MFSV$129 − $44 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee