Compare · 4 funds side by side · dividends reinvested

DFAT, BVAL, VO and IWF

DFATDimensional×BVALBluemonte×VOVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,697IWF · best of the four

Story of the four · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the four · RiskSmallest drop

DFAT, BVAL, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.13%+17.7%+19.2%[…][…]−6.7%10.9%$318M2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.8B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.0

Rank among the four1st → 4thFee, 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 · BVAL 2025 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.8B$15,633

DFAT

More Ways to See the Pairs

DFAT vs BVAL: Top 5 Holdings

Today

DFAT

3.6%in top 5

BVAL

in top 599.3%

DFATStockBVAL

not top 5SPYV33.8%

not top 5SCHV29.4%

not top 5VONV21.1%

not top 5SPYM14.9%

0.8%OVVnot top 5

Cost, Income and Risk

Fees: DFAT, BVAL, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

BVAL0.29%$29

DFAT0.31%$31

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

Popular Pairs Near These Four

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$61.0B

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%

BVAL

Bluemonte Large Cap Value ETF · $318M[…]

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

DFATMeasureBVAL

+18.5%Year to dateJan 1 → Nov 12+17.7%

+22.9%1 yearTotal return+19.2%

+17.5%3 years · per year$10,000 became $16,236 · […][…]

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

0.31%Expense ratio$31 · $29 a year on $10k · lower is better0.29%

1.33%Trailing 12-mo yield$133 · $113 a year on $10k1.13%

−9.6%Worst dropSmaller is better−6.7%

14.8%VolatilityLower is calmer10.9%

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

3–3Level

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

0.8%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.0%

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

DFAT vs BVAL Returns, Every Period

1Y

DimensionalDFAT

+22.9%

past year

BVALBluemonte

+19.2%

past year

DFATBVALFaded: behind in that period

2–0DFAT wins

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

DFAT vs VO

YTD

DimensionalDFAT

+18.5%

VOVanguard

+14.0%

+18.5%Year to date+14.0%

−9.6%Worst drop · 1Y−8.2%

14.8%Volatility · 1Y13.2%

1.3%Yield1.3%

$31.8BAssets$103B

2–1VO wins

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

Yields: DFAT, BVAL, VO, IWF

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAT1.33%$133

BVAL1.13%$113

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

DFAT$133 − $31 = $102

BVAL$113 − $29 = $84

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFAT, BVAL, VO, IWF

Today

9.4%most shared, VO and IWF

DFATBVALVOIWF

DFAT—0.0%0.0%0.0%

BVAL0.0%—0.0%0.0%

VO0.0%0.0%—9.4%

IWF0.0%0.0%9.4%—

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

Return vs Bumpiness: 4 ETFs

1Y

+22.9%DFAT, at 14.8% volatility

BVALWorst drop−6.7%10.9% vol

VOWorst drop−8.2%13.2% 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

VODFAT

+14.0%Year to date+18.5%

1.3%Yield1.3%

+13.7%Past year+22.9%

0.03%Fee0.31%

2–1DFAT wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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DFAT, BVAL, VO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four