MVAL vs DFAT

AMVAL

BDFAT

Measures won1–3DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,924DFAT · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.56%MVAL · $156 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common1.0%MVAL and DFAT

MVAL

DFAT

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3MDimensional - US Targeted Value ETF · $30.8B

[…]3 years · per year[…] · $16,470+18.1%

[…]5 years · per year[…] · $15,924+9.8%

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

1.56%12-mo yield$156 · $135 on $10k1.35%

−12.2%Worst dropSmaller wins−9.6%

15.1%VolatilityLower wins14.6%

1–3DFAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVAL · DFAT

4.8%BF-B0.3%

2.4%CPB0.3%

4.2%MKC0.2%

1.7%HII0.2%

Held in common1.0%

End-of-day Nov 6, 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	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

End-of-day Nov 6, 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

$15,924

MeasureMVALDFAT

Fee0.50%0.31%

Cost on $10k a year$50$31

Yield1.56%1.35%

5 years, per year[…]+9.8%

3 years, per year[…]+18.1%

Worst drop · 1Y−12.2%−9.6%

Volatility · 1Y15.1%14.6%

3–1measures won
DFAT first

1.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MVAL, DFAT, IJH

Today

30.2%most shared, DFAT and IJH

MVALDFATIJH

MVAL—1.0%0.0%

DFAT1.0%—30.2%

IJH0.0%30.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

MVAL$156 − $50 = $106

DFAT$135 − $31 = $104

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee