VTV vs DFUV

AVTV

BDFUV

Measures won3–2VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.0%DFUV · worst fall in 1Y

Held in common54.5%VTV and DFUV

VTV

DFUV

Vanguard Morningstar Value ETF · $184BDimensional - US Marketwide Value ETF · $15.3B

+20.9%3 years · per year$17,687 · $17,821+21.2%

+12.0%5 years · per year$17,585 · […][…]

0.03%Expense ratio$3 · $21 on $10k · lower wins0.21%

1.87%12-mo yield$187 · $132 on $10k1.32%

−6.4%Worst dropSmaller wins−6.0%

10.7%VolatilityLower wins11.7%

3–2VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · DFUV

3.3%JPM4.3%

2.9%BRK-B3.2%

2.6%XOM3.9%

2.4%JNJ1.7%

Held in common54.5%

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

Both

5Y2 funds

#			Trend
1	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.32%	−0.2%	+20.3%	+25.9%	+21.2%	new	−6.0%	$15.3B

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.32%	−0.2%	+20.3%	+25.9%	+21.2%	new	−6.0%	$15.3B

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

VTV vs DFUV

VTV

Vanguard Morningstar Value

$17,585

DFUV

Dimensional - US Marketwide Value

[…]

MeasureVTVDFUV

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield1.87%1.32%

5 years, per year+12.0%[…]

3 years, per year+20.9%+21.2%

Worst drop · 1Y−6.4%−6.0%

Volatility · 1Y10.7%11.7%

3–2measures won
VTV first

54.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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: VTV, DFUV

Today

54.5%most shared, VTV and DFUV

VTVDFUV

VTV—54.5%

DFUV54.5%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFUV$132 − $21 = $111

KeptFee

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