Compare · 3 funds side by side · dividends reinvested

BVAL, DFAT and IJH

BVALBluemonte×DFATDimensional×IJHiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,377DFAT · best of the three

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

Story of the three · RiskSmallest drop

BVAL, DFAT and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.5B1.6

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.13%+17.8%+18.8%[…][…]−6.7%10.9%$321M1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B2.3

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: BVAL 2025 · DFAT 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Bluemonte Large Cap Value ETF · $321M[…]

BVAL

DFAT

Dimensional - US Targeted Value ETF · $31.5B$15,377

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BVAL

More Ways to See the Pairs

BVAL vs DFAT: Top 5 Holdings

Today

BVAL

99.3%in top 5

DFAT

in top 53.6%

BVALStockDFAT

33.8%SPYVnot top 5

29.4%SCHVnot top 5

21.1%VONVnot top 5

14.9%SPYMnot top 5

not top 5OVV0.8%

Cost, Income and Risk

Fees: BVAL, DFAT, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

BVAL0.29%$29

DFAT0.31%$31

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

Yields: BVAL, DFAT, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

DFAT

+17.8%Year to dateJan 1 → Nov 13+18.8%

+18.8%1 yearTotal return+22.8%

[…]3 years · per year$10,000 became […] · $16,427+18.0%

[…]5 years · per year$10,000 became […] · $15,377+9.0%

0.29%Expense ratio$29 · $31 a year on $10k · lower is better0.31%

1.13%Trailing 12-mo yield$113 · $133 a year on $10k1.33%

−6.7%Worst dropSmaller is better−9.6%

10.9%VolatilityLower is calmer14.8%

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

3–3Level

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

not top 5CNH0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common0.0%

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

BVAL vs DFAT Returns, Every Period

1Y

BluemonteBVAL

+18.8%

past year

DFATDimensional

+22.8%

past year

BVALDFATFaded: behind in that period

0–2DFAT wins

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

BVAL vs DFAT

YTD

BluemonteBVAL

+17.8%

DFATDimensional

+18.8%

+17.8%Year to date+18.8%

−6.7%Worst drop · 1Y−9.6%

10.9%Volatility · 1Y14.8%

1.1%Yield1.3%

$321MAssets$31.5B

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

IJH1.22%$122

BVAL1.13%$113

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAT$133 − $31 = $102

BVAL$113 − $29 = $84

KeptFee

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

Overlap: BVAL, DFAT, IJH

Today

30.1%most shared, DFAT and IJH

BVALDFATIJH

BVAL—0.0%0.0%

DFAT0.0%—30.1%

IJH0.0%30.1%—

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

BVALWorst drop−6.7%10.9% vol

DFATWorst drop−9.6%14.8% vol

IJHWorst drop−8.8%15.8% vol

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

Paid More vs Made More

YTD

DFATBVAL

+18.8%Year to date+17.8%

1.3%Yield1.1%

+22.8%Past year+18.8%

0.31%Fee0.29%

3–1DFAT wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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BVAL, DFAT and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three