Compare · 3 funds side by side · dividends reinvested

ACVF, DFAT and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,976ACVF · best of the three

Story of the three · IncomeMost incomeDFAT · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

ACVF, DFAT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

American Conservative Values ETFUS Stock Styles · Value0.75%0.49%+10.4%+10.5%+18.1%+9.8%−7.7%13.7%$153M1.8

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.6B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: ACVF 2020 · DFAT 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

American Conservative Values ETF · $153M$15,976

ACVF

DFAT

Dimensional - US Targeted Value ETF · $31.6B$15,377

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

ACVF

More Ways to See the Pairs

ACVF vs DFAT: Top 5 Holdings

Today

ACVF

19.1%in top 5

DFAT

in top 53.6%

ACVFStockDFAT

6.6%NVDAnot top 5

5.6%MSFTnot top 5

2.5%CSCOnot top 5

2.4%AVGOnot top 5

2.1%LLYnot top 5

Cost, Income and Risk

Fees: ACVF, DFAT, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAT0.31%$31

ACVF0.75%$75

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: ACVF, DFAT, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

DFAT

+10.4%Year to dateJan 1 → Nov 13+18.8%

+10.5%1 yearTotal return+22.8%

+18.1%3 years · per year$10,000 became $16,476 · $16,427+18.0%

+9.8%5 years · per year$10,000 became $15,976 · $15,377+9.0%

0.75%Expense ratio$75 · $31 a year on $10k · lower is better0.31%

0.49%Trailing 12-mo yield$49 · $133 a year on $10k1.33%

−7.7%Worst dropSmaller is better−9.6%

13.7%VolatilityLower is calmer14.8%

ACVFDFAT Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5OVV0.8%

not top 5CNH0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common1.2%

End-of-day Nov 13, 2026 · share of each fund

ACVF vs DFAT Returns, Every Period

5Y

ACVACVF

+9.8%

5 years, per year

DFATDimensional

+9.0%

5 years, per year

ACVFDFATFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

ACVF vs DFAT

YTD

ACVACVF

+10.4%

DFATDimensional

+18.8%

+10.4%Year to date+18.8%

−7.7%Worst drop · 1Y−9.6%

13.7%Volatility · 1Y14.8%

0.5%Yield1.3%

$153MAssets$31.6B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

ACVF0.49%$49

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$102most kept, DFAT

DFAT$133 − $31 = $102

IWF$38 − $18 = $20

ACVF$49 − $75 = −$26

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: ACVF, DFAT, IWF

Today

41.6%most shared, ACVF and IWF

ACVFDFATIWF

ACVF—1.2%41.6%

DFAT1.2%—0.0%

IWF41.6%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.8%DFAT, at 14.8% volatility

ACVFWorst drop−7.7%13.7% vol

DFATWorst drop−9.6%14.8% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFATACVF

+18.8%Year to date+10.4%

1.3%Yield0.5%

+22.8%Past year+10.5%

0.31%Fee0.75%

4–0DFAT wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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ACVF, DFAT and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three