Compare · 3 funds side by side · dividends reinvested

DFAT, CATH and IJH

DFATDimensional×CATHGlobal X×IJHiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,195CATH · best of the three

Story of the three · IncomeMost incomeDFAT · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

DFAT, CATH and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.6B1.9

Global X - S&P 500 Catholic Values ETFUS Stock Styles · Value0.29%0.76%+9.3%+9.2%+20.1%+10.1%−9.4%13.8%$1.4B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B2.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAT 2000 · CATH 2016 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.6B$15,377

DFAT

CATH

Global X - S&P 500 Catholic Values ETF · $1.4B$16,195

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

DFAT

More Ways to See the Pairs

DFAT vs CATH: Top 5 Holdings

Today

DFAT

3.6%in top 5

CATH

in top 528.0%

DFATStockCATH

not top 5AAPL8.3%

not top 5NVDA6.8%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5AVGO2.6%

Cost, Income and Risk

Fees: DFAT, CATH, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

CATH0.29%$29

DFAT0.31%$31

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFAT, CATH, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

CATH

+18.8%Year to dateJan 1 → Nov 13+9.3%

+22.8%1 yearTotal return+9.2%

+18.0%3 years · per year$10,000 became $16,427 · $17,316+20.1%

+9.0%5 years · per year$10,000 became $15,377 · $16,195+10.1%

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

1.33%Trailing 12-mo yield$133 · $76 a year on $10k0.76%

−9.6%Worst dropSmaller is better−9.4%

14.8%VolatilityLower is calmer13.8%

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

3–5CATH wins

End-of-day Nov 13, 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 common0.8%

End-of-day Nov 13, 2026 · share of each fund

DFAT vs CATH Returns, Every Period

5Y

DimensionalDFAT

+9.0%

5 years, per year

CATHGlobal X

+10.1%

5 years, per year

DFATCATHFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAT vs IJH

YTD

DimensionalDFAT

+18.8%

IJHiShares

+12.7%

+18.8%Year to date+12.7%

−9.6%Worst drop · 1Y−8.8%

14.8%Volatility · 1Y15.8%

1.3%Yield1.2%

$31.6BAssets$124B

3–1DFAT wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

IJH1.22%$122

CATH0.76%$76

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAT$133 − $31 = $102

CATH$76 − $29 = $47

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAT, CATH, IJH

Today

30.1%most shared, DFAT and IJH

DFATCATHIJH

DFAT—0.8%30.1%

CATH0.8%—0.0%

IJH30.1%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.8%DFAT, at 14.8% volatility

CATHWorst drop−9.4%13.8% vol

DFATWorst drop−9.6%14.8% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFATIJH

+18.8%Year to date+12.7%

1.3%Yield1.2%

+22.8%Past year+14.0%

0.31%Fee0.05%

3–1DFAT wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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DFAT, CATH and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three