MGV vs DFAT

AMGV

BDFAT

Measures won6–0MGV wins · of 6 · 5Y

$10,000 · 5Y$18,245MGV · VUG $16,902

Lowest cost0.03%VUG · $3 on $10k

Most income1.82%MGV · $182 on $10k

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

Held in common0.0%MGV and DFAT

MGV

DFAT

Vanguard Morningstar Mega Cap Value ETF · $13.5BDimensional - US Targeted Value ETF · $31.7B

+22.9%3 years · per year$18,564 · $17,168+19.7%

+12.8%5 years · per year$18,245 · $16,134+10.0%

0.05%Expense ratio$5 · $31 on $10k · lower wins0.31%

1.82%12-mo yield$182 · $133 on $10k1.33%

−6.4%Worst dropSmaller wins−9.6%

10.1%VolatilityLower wins14.3%

6–0MGV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMGV · DFAT

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

Held in common0.0%

End-of-day Nov 3, 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	AMGV	Vanguard Morningstar Mega Cap Value ETFRead Desk	0.05%	1.82%	−0.4%	+21.2%	+25.3%	+22.9%	+12.8%	−6.4%	$13.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−0.7%	+19.1%	+25.0%	+19.7%	+10.0%	−9.6%	$31.7B

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

All Three

5Y3 funds

#
1	AMGV	Vanguard Morningstar Mega Cap Value ETFRead Desk	0.05%	1.82%	−0.4%	+21.2%	+25.3%	+22.9%	+12.8%	−6.4%	$13.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−0.7%	+19.1%	+25.0%	+19.7%	+10.0%	−9.6%	$31.7B

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

Cards for this view

MGV vs DFAT

MGV

Vanguard Morningstar Mega Cap Value

$18,245

DFAT

Dimensional - US Targeted Value

$16,134

MeasureMGVDFAT

Fee0.05%0.31%

Cost on $10k a year$5$31

Yield1.82%1.33%

5 years, per year+12.8%+10.0%

3 years, per year+22.9%+19.7%

Worst drop · 1Y−6.4%−9.6%

Volatility · 1Y10.1%14.3%

6–0measures won
MGV first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: MGV, DFAT, VUG

Today

3.3%most shared, MGV and VUG

MGVDFATVUG

MGV—0.0%3.3%

DFAT0.0%—0.0%

VUG3.3%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, MGV

MGV$182 − $5 = $177

DFAT$133 − $31 = $102

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee