Compare · 4 funds side by side · dividends reinvested

DFAT, BASV, VUG and IWF

DFATDimensional×BASVBrown Advisory×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

DFAT, BASV, VUG and IWF, 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%$30.8B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Brown Advisory Sustainable Value ETFUS Stock Styles · Value0.71%0.37%+11.5%+14.8%[…][…]−9.4%14.3%$422M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.1

Rank among the four1st → 4thFee, 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 · VUG 2004 · IWF 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 VUG

YTD

DimensionalDFAT

+16.6%

VUGVanguard

+1.4%

+16.6%Year to date+1.4%

−9.6%Worst drop · 1Y−15.1%

14.6%Volatility · 1Y19.0%

1.4%Yield0.4%

$30.8BAssets$233B

4–0DFAT wins

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

Cost, Income and Risk

Fees: DFAT, BASV, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAT0.31%$31

BASV0.71%$71

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

Yields: DFAT, BASV, VUG, IWF

1.35%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.35%$135

VUG0.42%$42

IWF0.39%$39

BASV0.37%$37

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

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

VUG$42 − $3 = $39

IWF$39 − $18 = $21

BASV$37 − $71 = −$34

KeptFee

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

Overlap: DFAT, BASV, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFATBASVVUGIWF

DFAT—0.5%0.0%0.0%

BASV0.5%—9.5%6.5%

VUG0.0%9.5%—78.0%

IWF0.0%6.5%78.0%—

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

Return vs Bumpiness: 4 ETFs

+22.1%DFAT, at 14.6% volatility

BASVWorst drop−9.4%14.3% vol

DFATWorst drop−9.6%14.6% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% 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 Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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