Compare · 3 funds side by side · dividends reinvested

DFAT, BASV and IJH

DFATDimensional×BASVBrown Advisory×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,924DFAT · best of the three

02 / 04

DFAT, BASV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+16.6%+22.1%+18.1%+9.8%−9.6%14.6%$30.8B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

Brown Advisory Sustainable Value ETFUS Stock Styles · Value0.71%0.37%+11.5%+14.8%[…][…]−9.4%14.3%$422M2.2

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAT 2000 · BASV 2025 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $30.8B$15,924

DFAT

BASV

Brown Advisory Sustainable Value ETF · $422M[…]

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

DFATMeasureBASV

+16.6%Year to dateJan 1 → Nov 6+11.5%

+22.1%1 yearTotal return+14.8%

+18.1%3 years · per year$10,000 became $16,470 · […][…]

+9.8%5 years · per year$10,000 became $15,924 · […][…]

0.31%Expense ratio$31 · $71 a year on $10k · lower is better0.71%

1.35%Trailing 12-mo yield$135 · $37 a year on $10k0.37%

−9.6%Worst dropSmaller is better−9.4%

14.6%VolatilityLower is calmer14.3%

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

4–2DFAT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAT vs BASV: Top 5 Holdings

Today

DFAT

3.6%in top 5

BASV

in top 520.9%

DFATStockBASV

not top 5AMZN4.8%

not top 5THC4.2%

not top 5CAH4.1%

not top 5MSFT4.0%

not top 50Y5X.L3.8%

0.8%OVVnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%CNHnot top 5

0.7%TOLnot top 5

Held in common0.5%

End-of-day Nov 6, 2026 · share of each fund

DFAT vs BASV Returns, Every Period

DimensionalDFAT

+22.1%

past year

BASVBrown Advisory

+14.8%

past year

DFATBASVFaded: behind in that period

2–0DFAT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAT vs IJH

YTD

DimensionalDFAT

+16.6%

IJHiShares

+9.5%

+16.6%Year to date+9.5%

−9.6%Worst drop · 1Y−8.8%

14.6%Volatility · 1Y15.5%

1.4%Yield1.3%

$30.8BAssets$121B

3–1DFAT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, BASV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAT0.31%$31

BASV0.71%$71

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAT, BASV, IJH

1.35%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.35%$135

IJH1.25%$125

BASV0.37%$37

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFAT$135 − $31 = $104

BASV$37 − $71 = −$34

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAT, BASV, IJH

Today

30.2%most shared, DFAT and IJH

DFATBASVIJH

DFAT—0.5%30.2%

BASV0.5%—1.6%

IJH30.2%1.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.1%DFAT, at 14.6% volatility

BASVWorst drop−9.4%14.3% vol

DFATWorst drop−9.6%14.6% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFATBASV

+16.6%Year to date+11.5%

1.4%Yield0.4%

+22.1%Past year+14.8%

0.31%Fee0.71%

4–0DFAT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026