Compare · 3 funds side by side · dividends reinvested

DFAT, BVAL and IJH

DFATDimensional×BVALBluemonte×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, BVAL 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%$31.1B1.6

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.16%+14.9%+17.8%[…][…]−6.7%10.7%$321M1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.3

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $31.1B$15,924

DFAT

BVAL

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

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

DFATMeasureBVAL

+16.6%Year to dateJan 1 → Nov 6+14.9%

+22.1%1 yearTotal return+17.8%

+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 · $29 a year on $10k · lower is better0.29%

1.35%Trailing 12-mo yield$135 · $116 a year on $10k1.16%

−9.6%Worst dropSmaller is better−6.7%

14.6%VolatilityLower is calmer10.7%

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

3–3Level

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 BVAL: Top 5 Holdings

Today

DFAT

3.6%in top 5

BVAL

in top 599.2%

DFATStockBVAL

not top 5SPYV33.9%

not top 5SCHV29.4%

not top 5VONV21.2%

not top 5SPYM14.8%

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 common0.0%

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

DFAT vs BVAL Returns, Every Period

DimensionalDFAT

+22.1%

past year

BVALBluemonte

+17.8%

past year

DFATBVALFaded: 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%

$31.1BAssets$121B

3–1DFAT wins

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

Cost, Income and Risk

Fees: DFAT, BVAL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

BVAL0.29%$29

DFAT0.31%$31

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

Yields: DFAT, BVAL, IJH

1.35%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.35%$135

IJH1.26%$126

BVAL1.16%$116

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAT$135 − $31 = $104

BVAL$116 − $29 = $87

KeptFee

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

Overlap: DFAT, BVAL, IJH

Today

30.2%most shared, DFAT and IJH

DFATBVALIJH

DFAT—0.0%30.2%

BVAL0.0%—0.0%

IJH30.2%0.0%—

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

BVALWorst drop−6.7%10.7% 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

DFATBVAL

+16.6%Year to date+14.9%

1.4%Yield1.2%

+22.1%Past year+17.8%

0.31%Fee0.29%

3–1DFAT 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026