SPVM vs DFAT5YSPVMSPVMAvsBDFATDFATInvesco S&P 500 Value with Momentum ETF · $145MDimensional - US Targeted Value ETF · $31.6BReturns · dividends in+21.5%3 years · per year$17,936 · $16,427+18.0%+11.2%5 years · per year$17,040 · $15,377+9.0%Cost and income0.44%Expense ratio$44 · $31 on $10k · lower wins0.31%1.79%
Overlap: SPVM, DFAT, IJHToday30.1%most shared, DFAT and IJHSPVMDFATIJHSPVM—3.0%0.0%DFAT3.0%—30.1%IJH0.0%30.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SPVM vs DFAT5YASPVMInvesco S&P 500 Value with Momentum$17,040vsDFATBDimensional - US Targeted Value$15,377$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASPVMInvesco S&P 500 Value with Momentum ETFReadDesk0.44%1.79%+0.5%+17.9%+21.1%+21.5%+11.2%−7.3%$145M2BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%+0.3%+18.8%+22.8%+18.0%+9.0%−9.6%$31.6B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASPVMInvesco S&P 500 Value with Momentum ETFReadDesk0.44%1.79%+0.5%+17.9%+21.1%+21.5%+11.2%−7.3%$145M2BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%+0.3%+18.8%+22.8%+18.0%+9.0%−9.6%$31.6B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: SPVM, DFAT, IJHToday30.1%most shared, DFAT and IJHSPVMDFATIJHSPVM—3.0%0.0%DFAT3.0%—30.1%IJH0.0%30.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$135most kept, SPVMSPVM$179 − $44 = $135IJH$122 − $5 = $117DFAT$133 − $31 = $102KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee