MVAL vs DFAT

AMVAL

BDFAT

Measures won1–3DFAT wins · of 6 · 5Y

$10,000 · 5Y$16,744DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.51%MVAL · $151 on $10k

Smallest drop−9.6%DFAT · worst fall in 1Y

Held in common0.9%MVAL and DFAT

MVAL

DFAT

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3MDimensional - US Targeted Value ETF · $31.7B

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

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

0.50%Expense ratio$50 · $31 on $10k · lower wins0.31%

1.51%12-mo yield$151 · $131 on $10k1.31%

−12.2%Worst dropSmaller wins−9.6%

15.0%VolatilityLower wins14.3%

1–3DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsMVAL · DFAT

4.6%BF-B0.3%

2.3%CPB0.2%

1.9%HII0.2%

4.1%MKC0.2%

Held in common0.9%

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	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.51%	+4.7%	+15.9%	+21.7%	new	new	−12.2%	$3M

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	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.51%	+4.7%	+15.9%	+21.7%	new	new	−12.2%	$3M

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

MVAL vs DFAT

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

DFAT

Dimensional - US Targeted Value

$16,744

MeasureMVALDFAT

Fee0.50%0.31%

Cost on $10k a year$50$31

Yield1.51%1.31%

5 years, per year[…]+10.9%

3 years, per year[…]+20.0%

Worst drop · 1Y−12.2%−9.6%

Volatility · 1Y15.0%14.3%

3–1measures won
DFAT first

0.9%

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: MVAL, DFAT

Today

0.9%most shared, MVAL and DFAT

MVALDFAT

MVAL—0.9%

DFAT0.9%—

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

Income After Fees on $10,000

$101most kept, MVAL

MVAL$151 − $50 = $101

DFAT$131 − $31 = $100

KeptFee

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