WTV vs DFAT

AWTV

BDFAT

Measures won6–0WTV wins · of 6 · 5Y

$10,000 · 5Y$19,559WTV · DFAT $16,744

Lowest cost0.12%WTV · $12 on $10k

Most income1.95%WTV · $195 on $10k

Smallest drop−7.1%WTV · worst fall in 1Y

Held in common4.7%WTV and DFAT

WTV

DFAT

WisdomTree U.S. Value Fund · $3.3BDimensional - US Targeted Value ETF · $32.1B

+25.4%3 years · per year$19,742 · $17,261+20.0%

+14.4%5 years · per year$19,559 · $16,744+10.9%

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

1.95%12-mo yield$195 · $131 on $10k1.31%

−7.1%Worst dropSmaller wins−9.6%

11.4%VolatilityLower wins14.3%

6–0WTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTV · DFAT

0.6%RNR0.6%

0.8%BEN0.5%

0.6%SWK0.4%

1.3%R0.4%

Held in common4.7%

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	AWTV	WisdomTree U.S. Value FundRead Desk		0.12%	1.95%	+2.5%	+19.4%	+24.2%	+25.4%	+14.4%	−7.1%	$3.3B
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	AWTV	WisdomTree U.S. Value FundRead Desk		0.12%	1.95%	+2.5%	+19.4%	+24.2%	+25.4%	+14.4%	−7.1%	$3.3B
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

WTV vs DFAT

WTV

WisdomTree U.S. Value Fund

$19,559

DFAT

Dimensional - US Targeted Value

$16,744

MeasureWTVDFAT

Fee0.12%0.31%

Cost on $10k a year$12$31

Yield1.95%1.31%

5 years, per year+14.4%+10.9%

3 years, per year+25.4%+20.0%

Worst drop · 1Y−7.1%−9.6%

Volatility · 1Y11.4%14.3%

6–0measures won
WTV first

4.7%

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: WTV, DFAT

Today

4.7%most shared, WTV and DFAT

WTVDFAT

WTV—4.7%

DFAT4.7%—

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

Income After Fees on $10,000

$183most kept, WTV

WTV$195 − $12 = $183

DFAT$131 − $31 = $100

KeptFee

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