VFVA vs DFAT

AVFVA

BDFAT

Measures won5–0VFVA wins · of 6 · 5Y

$10,000 · 5Y$18,326VFVA · DFAT $16,744

Lowest cost0.13%VFVA · $13 on $10k

Most income1.72%VFVA · $172 on $10k

Smallest drop−8.6%VFVA · worst fall in 1Y

Held in common32.1%VFVA and DFAT

VFVA

DFAT

Vanguard U.S. Value Factor ETF · $897MDimensional - US Targeted Value ETF · $32.1B

+23.3%3 years · per year$18,758 · $17,261+20.0%

+12.9%5 years · per year$18,326 · $16,744+10.9%

0.13%Expense ratio$13 · $31 on $10k · lower wins0.31%

1.72%12-mo yield$172 · $131 on $10k1.31%

−8.6%Worst dropSmaller wins−9.6%

14.3%VolatilityLower wins14.3%

5–0VFVA wins

$10,000 · 5 yearsOne scale

Shared top holdingsVFVA · DFAT

0.4%JXN0.5%

0.3%GAP0.4%

0.3%BWA0.5%

0.3%ARW0.5%

Held in common32.1%

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	AVFVA	Vanguard U.S. Value Factor ETFRead Desk		0.13%	1.72%	+2.8%	+26.7%	+34.6%	+23.3%	+12.9%	−8.6%	$897M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B

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	AVFVA	Vanguard U.S. Value Factor ETFRead Desk		0.13%	1.72%	+2.8%	+26.7%	+34.6%	+23.3%	+12.9%	−8.6%	$897M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B

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

VFVA vs DFAT

VFVA

Vanguard U.S. Value Factor

$18,326

DFAT

Dimensional - US Targeted Value

$16,744

MeasureVFVADFAT

Fee0.13%0.31%

Cost on $10k a year$13$31

Yield1.72%1.31%

5 years, per year+12.9%+10.9%

3 years, per year+23.3%+20.0%

Worst drop · 1Y−8.6%−9.6%

Volatility · 1Y14.3%14.3%

5–0measures won
VFVA first

32.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VFVA, DFAT

Today

32.1%most shared, VFVA and DFAT

VFVADFAT

VFVA—32.1%

DFAT32.1%—

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

Income After Fees on $10,000

$159most kept, VFVA

VFVA$172 − $13 = $159

DFAT$131 − $31 = $100

KeptFee

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