REVS vs DFAT

AREVS

BDFAT

Measures won6–0REVS wins · of 6 · 5Y

$10,000 · 5Y$18,208REVS · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.73%REVS · $173 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 · $399MDimensional - US Targeted Value ETF · $30.8B

+22.5%3 years · per year$18,401 · $16,444+18.0%

+12.7%5 years · per year$18,209 · $15,930+9.8%

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

1.73%12-mo yield$173 · $132 on $10k1.32%

−6.9%Worst dropSmaller wins−9.6%

12.0%VolatilityLower wins14.8%

6–0REVS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREVS · DFAT

0.3%TOL0.7%

0.2%RVTY0.4%

0.2%JAZZ0.3%

0.2%LDOS0.2%

Held in common6.1%

End-of-day Nov 9, 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	AREVS	Columbia Research Enhanced Value ETFRead Desk	0.20%	1.73%	+1.9%	+22.9%	+27.9%	+22.5%	+12.7%	−6.9%	$399M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$30.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AREVS	Columbia Research Enhanced Value ETFRead Desk	0.20%	1.73%	+1.9%	+22.9%	+27.9%	+22.5%	+12.7%	−6.9%	$399M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$30.8B

End-of-day Nov 9, 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

$18,209

DFAT

Dimensional - US Targeted Value

$15,930

MeasureREVSDFAT

Fee0.20%0.31%

Cost on $10k a year$20$31

Yield1.73%1.32%

5 years, per year+12.7%+9.8%

3 years, per year+22.5%+18.0%

Worst drop · 1Y−6.9%−9.6%

Volatility · 1Y12.0%14.8%

6–0measures won
REVS first

6.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: REVS, DFAT, VUG

Today

20.4%most shared, REVS and VUG

REVSDFATVUG

REVS—6.1%20.4%

DFAT6.1%—0.0%

VUG20.4%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$153most kept, REVS

REVS$173 − $20 = $153

DFAT$132 − $31 = $101

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee