SPVM vs DFAT

ASPVM

BDFAT

Measures won5–1SPVM wins · of 6 · 5Y

$10,000 · 5Y$17,427SPVM · DFAT $16,744

Lowest cost0.31%DFAT · $31 on $10k

Most income1.79%SPVM · $179 on $10k

Smallest drop−7.3%SPVM · worst fall in 1Y

Held in common3.0%SPVM and DFAT

SPVM

DFAT

Invesco S&P 500 Value with Momentum ETF · $143MDimensional - US Targeted Value ETF · $31.7B

+22.1%3 years · per year$18,214 · $17,261+20.0%

+11.7%5 years · per year$17,427 · $16,744+10.9%

0.44%Expense ratio$44 · $31 on $10k · lower wins0.31%

1.79%12-mo yield$179 · $131 on $10k1.31%

−7.3%Worst dropSmaller wins−9.6%

10.8%VolatilityLower wins14.3%

5–1SPVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPVM · DFAT

1.6%APA0.7%

1.0%GL0.5%

1.0%BEN0.5%

1.5%SWK0.4%

Held in common3.0%

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	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.79%	+1.6%	+17.8%	+24.4%	+22.1%	+11.7%	−7.3%	$143M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B

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	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.79%	+1.6%	+17.8%	+24.4%	+22.1%	+11.7%	−7.3%	$143M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B

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

SPVM vs DFAT

SPVM

Invesco S&P 500 Value with Momentum

$17,427

DFAT

Dimensional - US Targeted Value

$16,744

MeasureSPVMDFAT

Fee0.44%0.31%

Cost on $10k a year$44$31

Yield1.79%1.31%

5 years, per year+11.7%+10.9%

3 years, per year+22.1%+20.0%

Worst drop · 1Y−7.3%−9.6%

Volatility · 1Y10.8%14.3%

5–1measures won
SPVM first

3.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SPVM, DFAT

Today

3.0%most shared, SPVM and DFAT

SPVMDFAT

SPVM—3.0%

DFAT3.0%—

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

Income After Fees on $10,000

$135most kept, SPVM

SPVM$179 − $44 = $135

DFAT$131 − $31 = $100

KeptFee

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