Compare · 3 funds side by side · dividends reinvested

BVAL, DFAT and IWF

BVALBluemonte×DFATDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,930DFAT · best of the three

02 / 04

BVAL, DFAT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.3%+26.4%+18.0%+9.8%−9.6%14.8%$30.8B1.6

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.14%+17.3%+21.1%[…][…]−6.7%10.9%$311M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: BVAL 2025 · DFAT 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $30.8B$15,930

DFAT

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

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

DFATMeasureIWF

+19.3%Year to dateJan 1 → Nov 9−2.5%

+26.4%1 yearTotal return−2.2%

+18.0%3 years · per year$10,000 became $16,444 · $17,207+19.8%

+9.8%5 years · per year$10,000 became $15,930 · $15,892+9.7%

0.31%Expense ratio$31 · $18 a year on $10k · lower is better0.18%

1.32%Trailing 12-mo yield$132 · $38 a year on $10k0.38%

−9.6%Worst dropSmaller is better−14.6%

14.8%VolatilityLower is calmer19.5%

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

6–2DFAT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAT vs IWF: Top 5 Holdings

Today

DFAT

3.6%in top 5

IWF

in top 539.7%

DFATStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

0.8%OVVnot top 5

0.7%BALLnot top 5

0.7%CNHnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

DFAT vs IWF Returns, Every Period

DimensionalDFAT

+9.8%

5 years, per year

IWFiShares

+9.7%

5 years, per year

DFATIWFFaded: behind in that period

3–1DFAT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAT vs BVAL

YTD

DimensionalDFAT

+19.3%

BVALBluemonte

+17.3%

+19.3%Year to date+17.3%

−9.6%Worst drop · 1Y−6.7%

14.8%Volatility · 1Y10.9%

1.3%Yield1.1%

$30.8BAssets$311M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BVAL, DFAT, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

BVAL0.29%$29

DFAT0.31%$31

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BVAL, DFAT, IWF

1.32%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.32%$132

BVAL1.14%$114

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, DFAT

DFAT$132 − $31 = $101

BVAL$114 − $29 = $85

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BVAL, DFAT, IWF

Today

0.0%most shared, DFAT and IWF

BVALDFATIWF

BVAL—0.0%0.0%

DFAT0.0%—0.0%

IWF0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.4%DFAT, at 14.8% volatility

BVALWorst drop−6.7%10.9% vol

DFATWorst drop−9.6%14.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFATBVAL

+19.3%Year to date+17.3%

1.3%Yield1.1%

+26.4%Past year+21.1%

0.31%Fee0.29%

3–1DFAT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026