Compare · 3 funds side by side · dividends reinvested

BASV, DFAT and IWF

BASVBrown Advisory×DFATDimensional×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,697IWF · best of the three

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

Story of the three · RiskSmallest drop

BASV, DFAT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.8B1.6

Brown Advisory Sustainable Value ETFUS Stock Styles · Value0.71%0.36%+14.2%+17.0%[…][…]−9.4%14.5%$434M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.1

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

End-of-day Nov 12, 2026 · returns include dividends · since: BASV 2025 · DFAT 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Brown Advisory Sustainable Value ETF · $434M[…]

BASV

DFAT

Dimensional - US Targeted Value ETF · $31.8B$15,633

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

BASV

More Ways to See the Pairs

BASV vs DFAT: Top 5 Holdings

Today

BASV

20.6%in top 5

DFAT

in top 53.6%

BASVStockDFAT

4.8%AMZNnot top 5

4.2%THCnot top 5

4.2%CAHnot top 5

3.8%MSFTnot top 5

3.6%0Y5X.Lnot top 5

Cost, Income and Risk

Fees: BASV, DFAT, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAT0.31%$31

BASV0.71%$71

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: BASV, DFAT, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

DFAT

+14.2%Year to dateJan 1 → Nov 12+18.5%

+17.0%1 yearTotal return+22.9%

[…]3 years · per year$10,000 became […] · $16,236+17.5%

[…]5 years · per year$10,000 became […] · $15,633+9.3%

0.71%Expense ratio$71 · $31 a year on $10k · lower is better0.31%

0.36%Trailing 12-mo yield$36 · $133 a year on $10k1.33%

−9.4%Worst dropSmaller is better−9.6%

14.5%VolatilityLower is calmer14.8%

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

2–4DFAT wins

End-of-day Nov 12, 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 common0.5%

End-of-day Nov 12, 2026 · share of each fund

BASV vs DFAT Returns, Every Period

1Y

Brown AdvisoryBASV

+17.0%

past year

DFATDimensional

+22.9%

past year

BASVDFATFaded: behind in that period

0–2DFAT wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

BASV vs DFAT

YTD

Brown AdvisoryBASV

+14.2%

DFATDimensional

+18.5%

+14.2%Year to date+18.5%

−9.4%Worst drop · 1Y−9.6%

14.5%Volatility · 1Y14.8%

0.4%Yield1.3%

$434MAssets$31.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

IWF0.37%$37

BASV0.36%$36

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

Income After Fees on $10,000

1Y

$102most kept, DFAT

DFAT$133 − $31 = $102

IWF$37 − $18 = $19

BASV$36 − $71 = −$35

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: BASV, DFAT, IWF

Today

6.2%most shared, BASV and IWF

BASVDFATIWF

BASV—0.5%6.2%

DFAT0.5%—0.0%

IWF6.2%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.9%DFAT, at 14.8% volatility

BASVWorst drop−9.4%14.5% vol

DFATWorst drop−9.6%14.8% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFATBASV

+18.5%Year to date+14.2%

1.3%Yield0.4%

+22.9%Past year+17.0%

0.31%Fee0.71%

4–0DFAT wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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BASV, DFAT and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three