QVAL vs DFAT

AQVAL

BDFAT

Measures won6–0QVAL wins · of 6 · 5Y

$10,000 · 5Y$19,361QVAL · DFAT $15,974

Lowest cost0.18%IWF · $18 on $10k

Most income1.39%QVAL · $139 on $10k

Smallest drop−6.3%QVAL · worst fall in 1Y

Held in common2.0%QVAL and DFAT

QVAL

DFAT

Alpha Architect U.S. Quantitative Value ETF · $735MDimensional - US Targeted Value ETF · $32.1B

+23.5%3 years · per year$18,837 · $16,661+18.5%

+14.1%5 years · per year$19,361 · $15,974+9.8%

0.28%Expense ratio$28 · $31 on $10k · lower wins0.31%

1.39%12-mo yield$139 · $135 on $10k1.35%

−6.3%Worst dropSmaller wins−9.6%

14.3%VolatilityLower wins14.7%

6–0QVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQVAL · DFAT

1.9%APA0.6%

1.8%DINO0.6%

2.2%URBN0.4%

2.0%M0.4%

Held in common2.0%

End-of-day Nov 5, 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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.39%	−2.7%	+31.3%	+40.6%	+23.5%	+14.1%	−6.3%	$735M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

All Three

5Y3 funds

#
1	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.39%	−2.7%	+31.3%	+40.6%	+23.5%	+14.1%	−6.3%	$735M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

Cards for this view

QVAL vs DFAT

QVAL

Alpha Architect U.S. Quantitative Value

$19,361

DFAT

Dimensional - US Targeted Value

$15,974

MeasureQVALDFAT

Fee0.28%0.31%

Cost on $10k a year$28$31

Yield1.39%1.35%

5 years, per year+14.1%+9.8%

3 years, per year+23.5%+18.5%

Worst drop · 1Y−6.3%−9.6%

Volatility · 1Y14.3%14.7%

6–0measures won
QVAL first

2.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: QVAL, DFAT, IWF

Today

2.0%most shared, QVAL and DFAT

QVALDFATIWF

QVAL—2.0%1.2%

DFAT2.0%—0.0%

IWF1.2%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, QVAL

QVAL$139 − $28 = $111

DFAT$135 − $31 = $104

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee