VONV vs DFAT

AVONV

BDFAT

Measures won6–0VONV wins · of 6 · 5Y

$10,000 · 5Y$17,976VONV · DFAT $16,744

Lowest cost0.06%VONV · $6 on $10k

Most income1.49%VONV · $149 on $10k

Smallest drop−6.8%VONV · worst fall in 1Y

Held in common4.4%VONV and DFAT

VONV

DFAT

Vanguard Russell 1000 Value ETF · $21.7BDimensional - US Targeted Value ETF · $32.1B

+24.6%3 years · per year$19,351 · $17,261+20.0%

+12.4%5 years · per year$17,976 · $16,744+10.9%

0.06%Expense ratio$6 · $31 on $10k · lower wins0.31%

1.49%12-mo yield$149 · $131 on $10k1.31%

−6.8%Worst dropSmaller wins−9.6%

11.3%VolatilityLower wins14.3%

6–0VONV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVONV · DFAT

0.1%VTRS0.1%

0.0%CDE0.2%

0.0%GPC0.2%

0.0%WCC0.3%

Held in common4.4%

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	AVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.49%	+2.6%	+27.6%	+32.2%	+24.6%	+12.4%	−6.8%	$21.7B
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	AVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.49%	+2.6%	+27.6%	+32.2%	+24.6%	+12.4%	−6.8%	$21.7B
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

VONV vs DFAT

VONV

Vanguard Russell 1000 Value

$17,976

DFAT

Dimensional - US Targeted Value

$16,744

MeasureVONVDFAT

Fee0.06%0.31%

Cost on $10k a year$6$31

Yield1.49%1.31%

5 years, per year+12.4%+10.9%

3 years, per year+24.6%+20.0%

Worst drop · 1Y−6.8%−9.6%

Volatility · 1Y11.3%14.3%

6–0measures won
VONV first

4.4%

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%

$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: VONV, DFAT

Today

4.4%most shared, VONV and DFAT

VONVDFAT

VONV—4.4%

DFAT4.4%—

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

Income After Fees on $10,000

$143most kept, VONV

VONV$149 − $6 = $143

DFAT$131 − $31 = $100

KeptFee

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