PWV vs DFAT

APWV

BDFAT

Measures won5–1PWV wins · of 6 · 5Y

$10,000 · 5Y$18,507PWV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.76%PWV · $176 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 · $31.1B

+22.4%3 years · per year$18,346 · $16,470+18.1%

+13.1%5 years · per year$18,507 · $15,924+9.8%

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

1.76%12-mo yield$176 · $135 on $10k1.35%

−7.9%Worst dropSmaller wins−9.6%

10.4%VolatilityLower wins14.6%

5–1PWV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPWV · DFAT

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

Held in common0.0%

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	APWV	Invesco Large Cap Value ETFRead Desk	0.55%	1.76%	−0.5%	+19.1%	+23.2%	+22.4%	+13.1%	−7.9%	$1.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$31.1B

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	APWV	Invesco Large Cap Value ETFRead Desk	0.55%	1.76%	−0.5%	+19.1%	+23.2%	+22.4%	+13.1%	−7.9%	$1.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$31.1B

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

PWV vs DFAT

PWV

Invesco Large Cap Value

$18,507

DFAT

Dimensional - US Targeted Value

$15,924

MeasurePWVDFAT

Fee0.55%0.31%

Cost on $10k a year$55$31

Yield1.76%1.35%

5 years, per year+13.1%+9.8%

3 years, per year+22.4%+18.1%

Worst drop · 1Y−7.9%−9.6%

Volatility · 1Y10.4%14.6%

5–1measures won
PWV first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PWV, DFAT, VUG

Today

0.2%most shared, PWV and VUG

PWVDFATVUG

PWV—0.0%0.2%

DFAT0.0%—0.0%

VUG0.2%0.0%—

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

Income After Fees on $10,000

$121most kept, PWV

PWV$176 − $55 = $121

DFAT$135 − $31 = $104

VUG$42 − $3 = $39

KeptFee

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