VTV vs DFAT

AVTV

BDFAT

Measures won6–0VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · DFAT $16,744

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%VTV and DFAT

VTV

DFAT

Vanguard Morningstar Value ETF · $184BDimensional - US Targeted Value ETF · $32.1B

+22.9%3 years · per year$18,551 · $17,261+20.0%

+12.9%5 years · per year$18,352 · $16,744+10.9%

0.03%Expense ratio$3 · $31 on $10k · lower wins0.31%

1.80%12-mo yield$180 · $131 on $10k1.31%

−6.4%Worst dropSmaller wins−9.6%

10.2%VolatilityLower wins14.3%

6–0VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · DFAT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
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	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
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

VTV vs DFAT

VTV

Vanguard Morningstar Value

$18,352

DFAT

Dimensional - US Targeted Value

$16,744

MeasureVTVDFAT

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.80%1.31%

5 years, per year+12.9%+10.9%

3 years, per year+22.9%+20.0%

Worst drop · 1Y−6.4%−9.6%

Volatility · 1Y10.2%14.3%

6–0measures won
VTV first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

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

Overlap: VTV, DFAT

Today

0.0%most shared, VTV and DFAT

VTVDFAT

VTV—0.0%

DFAT0.0%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFAT$131 − $31 = $100

KeptFee

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