REVS vs DFAT

AREVS

BDFAT

Measures won6–0REVS wins · of 6 · 5Y

$10,000 · 5Y$18,609REVS · DFAT $16,744

Lowest cost0.20%REVS · $20 on $10k

Most income1.71%REVS · $171 on $10k

Smallest drop−6.9%REVS · worst fall in 1Y

Held in common6.1%REVS and DFAT

REVS

DFAT

Columbia Research Enhanced Value ETF · $398MDimensional - US Targeted Value ETF · $32.1B

+24.5%3 years · per year$19,293 · $17,261+20.0%

+13.2%5 years · per year$18,609 · $16,744+10.9%

0.20%Expense ratio$20 · $31 on $10k · lower wins0.31%

1.71%12-mo yield$171 · $131 on $10k1.31%

−6.9%Worst dropSmaller wins−9.6%

11.6%VolatilityLower wins14.3%

6–0REVS wins

$10,000 · 5 yearsOne scale

Shared top holdingsREVS · DFAT

0.2%TOL0.7%

0.2%RVTY0.5%

0.2%BWA0.5%

0.2%LDOS0.2%

Held in common6.1%

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	AREVS	Columbia Research Enhanced Value ETFRead Desk		0.20%	1.71%	+2.9%	+24.4%	+28.9%	+24.5%	+13.2%	−6.9%	$398M
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

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	AREVS	Columbia Research Enhanced Value ETFRead Desk		0.20%	1.71%	+2.9%	+24.4%	+28.9%	+24.5%	+13.2%	−6.9%	$398M
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

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

REVS vs DFAT

REVS

Columbia Research Enhanced Value

$18,609

DFAT

Dimensional - US Targeted Value

$16,744

MeasureREVSDFAT

Fee0.20%0.31%

Cost on $10k a year$20$31

Yield1.71%1.31%

5 years, per year+13.2%+10.9%

3 years, per year+24.5%+20.0%

Worst drop · 1Y−6.9%−9.6%

Volatility · 1Y11.6%14.3%

6–0measures won
REVS first

6.1%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: REVS, DFAT

Today

6.1%most shared, REVS and DFAT

REVSDFAT

REVS—6.1%

DFAT6.1%—

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

Income After Fees on $10,000

$151most kept, REVS

REVS$171 − $20 = $151

DFAT$131 − $31 = $100

KeptFee

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