VLU vs DFAT

AVLU

BDFAT

Measures won6–0VLU wins · of 6 · 5Y

$10,000 · 5Y$18,477VLU · DFAT $16,744

Lowest cost0.12%VLU · $12 on $10k

Most income1.58%VLU · $158 on $10k

Smallest drop−6.3%VLU · worst fall in 1Y

Held in common10.9%VLU and DFAT

VLU

DFAT

State Street SPDR S&P 1500 Value Tilt ETF · $788MDimensional - US Targeted Value ETF · $31.7B

+24.0%3 years · per year$19,088 · $17,261+20.0%

+13.1%5 years · per year$18,477 · $16,744+10.9%

0.12%Expense ratio$12 · $31 on $10k · lower wins0.31%

1.58%12-mo yield$158 · $131 on $10k1.31%

−6.3%Worst dropSmaller wins−9.6%

10.4%VolatilityLower wins14.3%

6–0VLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsVLU · DFAT

0.1%SWKS0.4%

0.1%OVV0.8%

0.1%DINO0.6%

0.1%RGA0.4%

Held in common10.9%

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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.58%	+1.9%	+20.7%	+24.5%	+24.0%	+13.1%	−6.3%	$788M
2	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

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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.58%	+1.9%	+20.7%	+24.5%	+24.0%	+13.1%	−6.3%	$788M
2	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

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

VLU vs DFAT

VLU

SPDR S&P 1500 Value Tilt

$18,477

DFAT

Dimensional - US Targeted Value

$16,744

MeasureVLUDFAT

Fee0.12%0.31%

Cost on $10k a year$12$31

Yield1.58%1.31%

5 years, per year+13.1%+10.9%

3 years, per year+24.0%+20.0%

Worst drop · 1Y−6.3%−9.6%

Volatility · 1Y10.4%14.3%

6–0measures won
VLU first

10.9%

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: VLU, DFAT

Today

10.9%most shared, VLU and DFAT

VLUDFAT

VLU—10.9%

DFAT10.9%—

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

Income After Fees on $10,000

$146most kept, VLU

VLU$158 − $12 = $146

DFAT$131 − $31 = $100

KeptFee

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