MVPL vs DFAT

AMVPL

BDFAT

Measures won0–4DFAT wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · DFAT $16,744

Lowest cost0.03%VUG · $3 on $10k

Most income1.31%DFAT · $131 on $10k

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

Held in common0.0%MVPL and DFAT

MVPL

DFAT

Miller Value Partners Leverage ETF · $31MDimensional - US Targeted Value ETF · $32.1B

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

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

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

0.91%12-mo yield$91 · $131 on $10k1.31%

−12.4%Worst dropSmaller wins−9.6%

23.4%VolatilityLower wins14.3%

0–4DFAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVPL · DFAT

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B
3	AMVPL	Miller Value Partners Leverage ETFRead Desk	0.88%	0.91%	+3.2%	+20.5%	+17.6%	new	new	−12.4%	$31M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B
3	AMVPL	Miller Value Partners Leverage ETFRead Desk	0.88%	0.91%	+3.2%	+20.5%	+17.6%	new	new	−12.4%	$31M

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

MVPL vs DFAT

MVPL

Miller Value Partners Leverage

[…]

DFAT

Dimensional - US Targeted Value

$16,744

MeasureMVPLDFAT

Fee0.88%0.31%

Cost on $10k a year$88$31

Yield0.91%1.31%

5 years, per year[…]+10.9%

3 years, per year[…]+20.0%

Worst drop · 1Y−12.4%−9.6%

Volatility · 1Y23.4%14.3%

4–0measures won
DFAT first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: MVPL, DFAT, VUG

Today

0.0%most shared, MVPL and DFAT

MVPLDFATVUG

MVPL—0.0%0.0%

DFAT0.0%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

VUG$40 − $3 = $37

MVPL$91 − $88 = $3

KeptFee

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