Compare · 3 funds side by side · dividends reinvested

DFAT, BLCV and IWF

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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 incomeBLCV · 3.20% · $320 a year on $10k

Story of the three · RiskSmallest drop

DFAT, BLCV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Large Cap Value Active ETFUS Stock Styles · Value0.45%3.20%+19.4%+25.5%+22.1%[…]−9.8%13.0%$361M1.4

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.5B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAT 2000 · BLCV 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.5B$15,633

DFAT

BLCV

iShares Large Cap Value Active ETF · $361M[…]

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

DFAT

More Ways to See the Pairs

DFAT vs BLCV: Top 5 Holdings

Today

DFAT

3.6%in top 5

BLCV

in top 528.7%

DFATStockBLCV

not top 5MSFT8.4%

not top 5AMZN7.8%

not top 5AAPL6.0%

not top 5CVX3.7%

not top 5WFC2.8%

Cost, Income and Risk

Fees: DFAT, BLCV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAT0.31%$31

BLCV0.45%$45

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

Yields: DFAT, BLCV, 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$61.9B

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

BLCV

+18.5%Year to dateJan 1 → Nov 12+19.4%

+22.9%1 yearTotal return+25.5%

+17.5%3 years · per year$10,000 became $16,236 · $18,201+22.1%

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

0.31%Expense ratio$31 · $45 a year on $10k · lower is better0.45%

1.33%Trailing 12-mo yield$133 · $320 a year on $10k3.20%

−9.6%Worst dropSmaller is better−9.8%

14.8%VolatilityLower is calmer13.0%

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

2–5BLCV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%OVVnot top 5

0.8%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.6%

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

DFAT vs BLCV Returns, Every Period

1Y

DimensionalDFAT

+22.9%

past year

BLCViShares

+25.5%

past year

DFATBLCVFaded: behind in that period

0–3BLCV wins

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

DFAT vs BLCV

YTD

DimensionalDFAT

+18.5%

BLCViShares

+19.4%

+18.5%Year to date+19.4%

−9.6%Worst drop · 1Y−9.8%

14.8%Volatility · 1Y13.0%

1.3%Yield3.2%

$31.5BAssets$361M

3–1BLCV wins

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

1Y

3.20%highest, BLCV

FundTrailing yieldYield$10k

BLCV3.20%$320

DFAT1.33%$133

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$275most kept, BLCV

BLCV$320 − $45 = $275

DFAT$133 − $31 = $102

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFAT, BLCV, IWF

Today

17.4%most shared, BLCV and IWF

DFATBLCVIWF

DFAT—0.6%0.0%

BLCV0.6%—17.4%

IWF0.0%17.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+25.5%BLCV, at 13.0% volatility

BLCVWorst drop−9.8%13.0% 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

BLCVDFAT

+19.4%Year to date+18.5%

3.2%Yield1.3%

+25.5%Past year+22.9%

0.45%Fee0.31%

3–1BLCV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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DFAT, BLCV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three