ULVM vs DFAT

AULVM

BDFAT

Measures won6–0ULVM wins · of 6 · 5Y

$10,000 · 5Y$16,784ULVM · DFAT $15,924

Lowest cost0.18%IWF · $18 on $10k

Most income1.89%ULVM · $189 on $10k

Smallest drop−7.7%ULVM · worst fall in 1Y

Held in common2.4%ULVM and DFAT

ULVM

DFAT

VictoryShares US Value Momentum ETF · $265MDimensional - US Targeted Value ETF · $30.8B

+22.6%3 years · per year$18,408 · $16,470+18.1%

+10.9%5 years · per year$16,784 · $15,924+9.8%

0.24%Expense ratio$24 · $31 on $10k · lower wins0.31%

1.89%12-mo yield$189 · $135 on $10k1.35%

−7.7%Worst dropSmaller wins−9.6%

11.0%VolatilityLower wins14.6%

6–0ULVM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsULVM · DFAT

0.6%OVV0.8%

0.6%DINO0.6%

0.8%BEN0.5%

0.7%JAZZ0.3%

Held in common2.4%

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	AULVM	VictoryShares US Value Momentum ETFRead Desk	0.24%	1.89%	−0.5%	+16.9%	+19.9%	+22.6%	+10.9%	−7.7%	$265M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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	AULVM	VictoryShares US Value Momentum ETFRead Desk	0.24%	1.89%	−0.5%	+16.9%	+19.9%	+22.6%	+10.9%	−7.7%	$265M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

ULVM vs DFAT

ULVM

VictoryShares US Value Momentum

$16,784

DFAT

Dimensional - US Targeted Value

$15,924

MeasureULVMDFAT

Fee0.24%0.31%

Cost on $10k a year$24$31

Yield1.89%1.35%

5 years, per year+10.9%+9.8%

3 years, per year+22.6%+18.1%

Worst drop · 1Y−7.7%−9.6%

Volatility · 1Y11.0%14.6%

6–0measures won
ULVM first

2.4%

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$59.7B

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: ULVM, DFAT, IWF

Today

3.6%most shared, ULVM and IWF

ULVMDFATIWF

ULVM—2.4%3.6%

DFAT2.4%—0.0%

IWF3.6%0.0%—

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

Income After Fees on $10,000

$165most kept, ULVM

ULVM$189 − $24 = $165

DFAT$135 − $31 = $104

IWF$39 − $18 = $21

KeptFee

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