MVPL vs DFAT

AMVPL

BDFAT

Measures won0–4DFAT wins · of 6 · 5Y

$10,000 · 5Y$17,803VTV · DFAT $15,937

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common0.0%MVPL and DFAT

Miller Value Partners Leverage ETF · $30MDimensional - US Targeted Value ETF · $31.7B

[…]3 years · per year[…] · $15,988+16.9%

[…]5 years · per year[…] · $15,937+9.8%

0.88%Expense ratio$88 · $31 on $10k · lower wins0.31%

0.97%12-mo yield$97 · $133 on $10k1.33%

Cards for this view

MVPL

Miller Value Partners Leverage

[…]

DFAT

Dimensional - US Targeted Value

$15,937

MeasureMVPLDFAT

Fee0.88%0.31%

Cost on $10k a year$88$31

Yield0.97%1.33%

5 years, per year[…]+9.8%

3 years, per year[…]+16.9%

Worst drop · 1Y−12.4%−9.6%

Volatility · 1Y25.0%14.7%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−0.2%	+19.0%	+24.8%	+16.9%	+9.8%	−9.6%	$31.7B
3	AMVPL	Miller Value Partners Leverage ETFRead Desk	0.88%	0.97%	+2.2%	+13.1%	+14.7%	new	new	−12.4%	$30M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−0.2%	+19.0%	+24.8%	+16.9%	+9.8%	−9.6%	$31.7B
3	AMVPL	Miller Value Partners Leverage ETFRead Desk	0.88%	0.97%	+2.2%	+13.1%	+14.7%	new	new	−12.4%	$30M

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