TALV vs DFAT

ATALV

BDFAT

Measures won0–2DFAT wins · of 6 · 5Y

$10,000 · 5Y$16,744DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.31%DFAT · $131 on $10k

Smallest drop−9.6%DFAT · worst fall in 1Y

Held in common0.4%TALV and DFAT

TALV

DFAT

Transamerica Large Value Active ETF · $179MDimensional - US Targeted Value ETF · $31.7B

[…]3 years · per year[…] · $17,261+20.0%

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

0.76%Expense ratio$76 · $31 on $10k · lower wins0.31%

0.68%12-mo yield$68 · $131 on $10k1.31%

[…]Worst dropSmaller wins−9.6%

[…]VolatilityLower wins14.3%

0–2DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsTALV · DFAT

0.4%OC0.4%

Held in common0.4%

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	ATALV	Transamerica Large Value Active ETFRead Desk		0.76%	0.68%	+2.3%	+19.4%	new	new	new	[…]	$179M

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	ATALV	Transamerica Large Value Active ETFRead Desk		0.76%	0.68%	+2.3%	+19.4%	new	new	new	[…]	$179M

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

TALV vs DFAT

TALV

Transamerica Large Value Active

[…]

DFAT

Dimensional - US Targeted Value

$16,744

MeasureTALVDFAT

Fee0.76%0.31%

Cost on $10k a year$76$31

Yield0.68%1.31%

5 years, per year[…]+10.9%

3 years, per year[…]+20.0%

Worst drop · 1Y[…]−9.6%

Volatility · 1Y[…]14.3%

2–0measures won
DFAT first

0.4%

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: TALV, DFAT

Today

0.4%most shared, TALV and DFAT

TALVDFAT

TALV—0.4%

DFAT0.4%—

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

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

TALV$68 − $76 = −$8

KeptFee

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