MVAL vs DFAT

AMVAL

BDFAT

Measures won1–3DFAT wins · 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 common0.9%MVAL and DFAT

MVAL

DFAT

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3MDimensional - US Targeted Value ETF · $32.1B

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

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

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

1.54%12-mo yield$154 · $135 on $10k1.35%

−12.2%Worst dropSmaller wins−9.6%

15.1%VolatilityLower wins14.7%

1–3DFAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVAL · DFAT

4.7%BF-B0.3%

2.3%CPB0.2%

4.1%MKC0.2%

1.7%HII0.2%

Held in common0.9%

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%	$32.1B
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.54%	−1.9%	+13.6%	+19.9%	new	new	−12.2%	$3M

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%	$32.1B
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.54%	−1.9%	+13.6%	+19.9%	new	new	−12.2%	$3M

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

MVAL vs DFAT

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

DFAT

Dimensional - US Targeted Value

$15,974

MeasureMVALDFAT

Fee0.50%0.31%

Cost on $10k a year$50$31

Yield1.54%1.35%

5 years, per year[…]+9.8%

3 years, per year[…]+18.5%

Worst drop · 1Y−12.2%−9.6%

Volatility · 1Y15.1%14.7%

3–1measures won
DFAT first

0.9%

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$15.9B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MVAL, DFAT, VTV

Today

6.0%most shared, MVAL and VTV

MVALDFATVTV

MVAL—0.9%6.0%

DFAT0.9%—0.0%

VTV6.0%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

MVAL$154 − $50 = $104

KeptFee

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