STXV vs DFAT

ASTXV

BDFAT

Measures won5–0STXV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DFAT $15,924

Lowest cost0.03%VUG · $3 on $10k

Most income2.11%STXV · $211 on $10k

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

Held in common8.5%STXV and DFAT

STXV

DFAT

Strive 1000 Value ETF · $76MDimensional - US Targeted Value ETF · $31.1B

+20.7%3 years · per year$17,581 · $16,470+18.1%

[…]5 years · per year[…] · $15,924+9.8%

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

2.11%12-mo yield$211 · $135 on $10k1.35%

−5.8%Worst dropSmaller wins−9.6%

10.0%VolatilityLower wins14.6%

5–0STXV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTXV · DFAT

0.1%SWKS0.4%

0.1%BALL0.7%

0.1%PR0.3%

0.1%EG0.3%

Held in common8.5%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$31.1B
3	ASTXV	Strive 1000 Value ETFRead Desk	0.18%	2.11%	−0.6%	+19.3%	+24.6%	+20.7%	new	−5.8%	$76M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$31.1B
3	ASTXV	Strive 1000 Value ETFRead Desk	0.18%	2.11%	−0.6%	+19.3%	+24.6%	+20.7%	new	−5.8%	$76M

End-of-day Nov 6, 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

$15,924

MeasureSTXVDFAT

Fee0.18%0.31%

Cost on $10k a year$18$31

Yield2.11%1.35%

5 years, per year[…]+9.8%

3 years, per year+20.7%+18.1%

Worst drop · 1Y−5.8%−9.6%

Volatility · 1Y10.0%14.6%

5–0measures won
STXV first

8.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: STXV, DFAT, VUG

Today

8.5%most shared, STXV and DFAT

STXVDFATVUG

STXV—8.5%2.6%

DFAT8.5%—0.0%

VUG2.6%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$193most kept, STXV

STXV$211 − $18 = $193

DFAT$135 − $31 = $104

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee