Compare · 3 funds side by side · dividends reinvested

DFAT, CATH and IWF

DFATDimensional×CATHGlobal X×IWFiShares×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,333CATH · 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 IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - S&P 500 Catholic Values ETFUS Stock Styles · Value0.29%0.77%+8.7%+10.3%+20.0%+10.3%−9.4%13.8%$1.4B1.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.0%+24.8%+16.9%+9.8%−9.6%14.7%$31.6B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAT 2000 · CATH 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.6B$15,937

DFAT

IWF

iShares Russell 1000 Growth ETF · $117B$15,699

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

DFAT

More Ways to See the Pairs

DFAT vs IWF: Top 5 Holdings

Today

DFAT

3.6%in top 5

IWF

in top 538.7%

DFATStockIWF

not top 5NVDA13.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: DFAT, CATH, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

CATH0.29%$29

DFAT0.31%$31

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

Yields: DFAT, CATH, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

IWF

+19.0%Year to dateJan 1 → Nov 10−3.4%

+24.8%1 yearTotal return−2.9%

+16.9%3 years · per year$10,000 became $15,988 · $16,897+19.1%

+9.8%5 years · per year$10,000 became $15,937 · $15,699+9.4%

0.31%Expense ratio$31 · $18 a year on $10k · lower is better0.18%

1.33%Trailing 12-mo yield$133 · $38 a year on $10k0.38%

−9.6%Worst dropSmaller is better−14.6%

14.7%VolatilityLower is calmer19.5%

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

6–2DFAT wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.8%

0.8%CNHnot top 5

0.7%OVVnot top 5

0.7%BALLnot top 5

0.7%TOLnot top 5

0.7%SJMnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

DFAT vs IWF Returns, Every Period

5Y

DimensionalDFAT

+9.8%

5 years, per year

IWFiShares

+9.4%

5 years, per year

DFATIWFFaded: behind in that period

3–1DFAT wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAT vs CATH

YTD

DimensionalDFAT

+19.0%

CATHGlobal X

+8.7%

+19.0%Year to date+8.7%

−9.6%Worst drop · 1Y−9.4%

14.7%Volatility · 1Y13.8%

1.3%Yield0.8%

$31.6BAssets$1.4B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

CATH0.77%$77

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$102most kept, DFAT

DFAT$133 − $31 = $102

CATH$77 − $29 = $48

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAT, CATH, IWF

Today

55.7%most shared, CATH and IWF

DFATCATHIWF

DFAT—0.8%0.0%

CATH0.8%—55.7%

IWF0.0%55.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%DFAT, at 14.7% volatility

CATHWorst drop−9.4%13.8% vol

DFATWorst drop−9.6%14.7% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFATCATH

+19.0%Year to date+8.7%

1.3%Yield0.8%

+24.8%Past year+10.3%

0.31%Fee0.29%

3–1DFAT wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

Loading…

DFAT, CATH and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three