PZLV vs DFAT

APZLV

BDFAT

Measures won0–2DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,924DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.35%DFAT · $135 on $10k

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

Held in common4.3%PZLV and DFAT

PZLV

DFAT

Pzena U.S. Large Cap Value ETF · $73MDimensional - US Targeted Value ETF · $30.8B

[…]3 years · per year[…] · $16,470+18.1%

[…]5 years · per year[…] · $15,924+9.8%

0.60%Expense ratio$60 · $31 on $10k · lower wins0.31%

0.00%12-mo yield$0 · $135 on $10k1.35%

[…]Worst dropSmaller wins−9.6%

[…]VolatilityLower wins14.6%

0–2DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsPZLV · DFAT

3.4%UHS0.5%

2.7%GL0.5%

4.5%CRBG0.5%

2.9%SWKS0.4%

Held in common4.3%

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

Both

5Y2 funds

#			Trend
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
2	APZLV	Pzena U.S. Large Cap Value ETFRead Desk		0.60%	0.00%	−0.5%	new	new	new	new	[…]	$73M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
2	APZLV	Pzena U.S. Large Cap Value ETFRead Desk		0.60%	0.00%	−0.5%	new	new	new	new	[…]	$73M

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

PZLV vs DFAT

PZLV

Pzena U.S. Large Cap Value

[…]

DFAT

Dimensional - US Targeted Value

$15,924

MeasurePZLVDFAT

Fee0.60%0.31%

Cost on $10k a year$60$31

Yield0.00%1.35%

5 years, per year[…]+9.8%

3 years, per year[…]+18.1%

Worst drop · 1Y[…]−9.6%

Volatility · 1Y[…]14.6%

2–0measures won
DFAT first

4.3%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PZLV, DFAT

Today

4.3%most shared, PZLV and DFAT

PZLVDFAT

PZLV—4.3%

DFAT4.3%—

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

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

PZLV$0 − $60 = −$60

KeptFee

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