PWV vs DFAT

APWV

BDFAT

Measures won5–1PWV wins · of 6 · 5Y

$10,000 · 5Y$19,246PWV · DFAT $16,744

Lowest cost0.31%DFAT · $31 on $10k

Most income1.70%PWV · $170 on $10k

Smallest drop−7.9%PWV · worst fall in 1Y

Held in common0.0%PWV and DFAT

PWV

DFAT

Invesco Large Cap Value ETF · $1.9BDimensional - US Targeted Value ETF · $31.7B

+24.4%3 years · per year$19,273 · $17,261+20.0%

+14.0%5 years · per year$19,246 · $16,744+10.9%

0.55%Expense ratio$55 · $31 on $10k · lower wins0.31%

1.70%12-mo yield$170 · $131 on $10k1.31%

−7.9%Worst dropSmaller wins−9.6%

10.0%VolatilityLower wins14.3%

5–1PWV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPWV · 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

Both

5Y2 funds

#			Trend
1	APWV	Invesco Large Cap Value ETFRead Desk		0.55%	1.70%	+0.7%	+23.0%	+27.5%	+24.4%	+14.0%	−7.9%	$1.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B

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	APWV	Invesco Large Cap Value ETFRead Desk		0.55%	1.70%	+0.7%	+23.0%	+27.5%	+24.4%	+14.0%	−7.9%	$1.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B

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

PWV vs DFAT

PWV

Invesco Large Cap Value

$19,246

DFAT

Dimensional - US Targeted Value

$16,744

MeasurePWVDFAT

Fee0.55%0.31%

Cost on $10k a year$55$31

Yield1.70%1.31%

5 years, per year+14.0%+10.9%

3 years, per year+24.4%+20.0%

Worst drop · 1Y−7.9%−9.6%

Volatility · 1Y10.0%14.3%

5–1measures won
PWV first

0.0%

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: PWV, DFAT

Today

0.0%most shared, PWV and DFAT

PWVDFAT

PWV—0.0%

DFAT0.0%—

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

Income After Fees on $10,000

$115most kept, PWV

PWV$170 − $55 = $115

DFAT$131 − $31 = $100

KeptFee

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