MFSV vs DFAT

AMFSV

BDFAT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DFAT $15,974

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common0.0%MFSV and DFAT

MFSV

DFAT

MFS Active Value ETF · $678MDimensional - US Targeted Value ETF · $31.1B

[…]3 years · per year[…] · $16,661+18.5%

[…]5 years · per year[…] · $15,974+9.8%

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

1.33%12-mo yield$133 · $135 on $10k1.35%

−6.4%Worst dropSmaller wins−9.6%

10.7%VolatilityLower wins14.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSV · DFAT

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.33%	−2.5%	+13.6%	+18.1%	new	new	−6.4%	$678M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.33%	−2.5%	+13.6%	+18.1%	new	new	−6.4%	$678M

End-of-day Nov 5, 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

$15,974

MeasureMFSVDFAT

Fee0.44%0.31%

Cost on $10k a year$44$31

Yield1.33%1.35%

5 years, per year[…]+9.8%

3 years, per year[…]+18.5%

Worst drop · 1Y−6.4%−9.6%

Volatility · 1Y10.7%14.7%

2–1measures won
MFSV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MFSV, DFAT, VTV

Today

30.1%most shared, MFSV and VTV

MFSVDFATVTV

MFSV—0.0%30.1%

DFAT0.0%—0.0%

VTV30.1%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DFAT$135 − $31 = $104

MFSV$133 − $44 = $89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee