STXV vs DFAT

ASTXV

BDFAT

Measures won5–0STXV wins · of 6 · 5Y

$10,000 · 5Y$16,744DFAT

Lowest cost0.18%STXV · $18 on $10k

Most income2.05%STXV · $205 on $10k

Smallest drop−5.8%STXV · worst fall in 1Y

Held in common8.7%STXV and DFAT

STXV

DFAT

Strive 1000 Value ETF · $77MDimensional - US Targeted Value ETF · $31.7B

+22.4%3 years · per year$18,348 · $17,261+20.0%

[…]5 years · per year[…] · $16,744+10.9%

0.18%Expense ratio$18 · $31 on $10k · lower wins0.31%

2.05%12-mo yield$205 · $131 on $10k1.31%

−5.8%Worst dropSmaller wins−9.6%

9.7%VolatilityLower wins14.3%

5–0STXV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTXV · DFAT

0.1%SWKS0.4%

0.1%PR0.4%

0.1%OVV0.8%

0.1%DINO0.6%

Held in common8.7%

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	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
2	ASTXV	Strive 1000 Value ETFRead Desk		0.18%	2.05%	+1.4%	+22.9%	+28.8%	+22.4%	new	−5.8%	$77M

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	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
2	ASTXV	Strive 1000 Value ETFRead Desk		0.18%	2.05%	+1.4%	+22.9%	+28.8%	+22.4%	new	−5.8%	$77M

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

STXV vs DFAT

STXV

Strive 1000 Value

[…]

DFAT

Dimensional - US Targeted Value

$16,744

MeasureSTXVDFAT

Fee0.18%0.31%

Cost on $10k a year$18$31

Yield2.05%1.31%

5 years, per year[…]+10.9%

3 years, per year+22.4%+20.0%

Worst drop · 1Y−5.8%−9.6%

Volatility · 1Y9.7%14.3%

5–0measures won
STXV first

8.7%

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: STXV, DFAT

Today

8.7%most shared, STXV and DFAT

STXVDFAT

STXV—8.7%

DFAT8.7%—

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

Income After Fees on $10,000

$187most kept, STXV

STXV$205 − $18 = $187

DFAT$131 − $31 = $100

KeptFee

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