Compare · 4 funds side by side · dividends reinvested

DFAT, CLCV, VUG and IWF

DFATDimensional×CLCVCrossmark×VUGVanguard×IWFiShares×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,557VUG · best of the four

Story of the four · IncomeMost incomeDFAT · 1.32% · $132 a year on $10k

Story of the four · RiskSmallest drop

DFAT, CLCV, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.6B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.3

Crossmark ETF Trust - Crossmark Large Cap Value ETFUS Stock Styles · Value0.50%0.34%+16.3%+21.1%[…][…]−6.9%12.5%$19M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: DFAT 2000 · CLCV 2025 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.6B$15,714

DFAT

More Ways to See the Pairs

DFAT vs CLCV: Top 5 Holdings

Today

DFAT

3.6%in top 5

CLCV

in top 517.6%

DFATStockCLCV

not top 5AAPL4.9%

not top 5AMZN4.2%

not top 5MSFT3.2%

not top 5CSCO2.7%

not top 5BAC2.6%

Cost, Income and Risk

Fees: DFAT, CLCV, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAT0.31%$31

CLCV0.50%$50

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

CLCV

Crossmark ETF Trust - Crossmark Large Cap Value ETF · $19M[…]

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

DFATMeasureCLCV

+19.7%Year to dateJan 1 → Nov 11+16.3%

+24.7%1 yearTotal return+21.1%

+17.6%3 years · per year$10,000 became $16,277 · […][…]

+9.5%5 years · per year$10,000 became $15,714 · […][…]

0.31%Expense ratio$31 · $50 a year on $10k · lower is better0.50%

1.32%Trailing 12-mo yield$132 · $34 a year on $10k0.34%

−9.6%Worst dropSmaller is better−6.9%

14.7%VolatilityLower is calmer12.5%

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

4–2DFAT wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%OVVnot top 5

0.7%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.7%

End-of-day Nov 11, 2026 · share of each fund

DFAT vs CLCV Returns, Every Period

1Y

DimensionalDFAT

+24.7%

past year

CLCVCrossmark

+21.1%

past year

DFATCLCVFaded: behind in that period

2–0DFAT wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAT vs VUG

YTD

DimensionalDFAT

+19.7%

VUGVanguard

+5.1%

+19.7%Year to date+5.1%

−9.6%Worst drop · 1Y−15.1%

14.7%Volatility · 1Y19.1%

1.3%Yield0.4%

$31.6BAssets$233B

4–0DFAT wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAT, CLCV, VUG, IWF

1Y

1.32%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.32%$132

VUG0.41%$41

IWF0.37%$37

CLCV0.34%$34

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$101most kept, DFAT

DFAT$132 − $31 = $101

VUG$41 − $3 = $38

IWF$37 − $18 = $19

CLCV$34 − $50 = −$16

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAT, CLCV, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFATCLCVVUGIWF

DFAT—0.7%0.0%0.0%

CLCV0.7%—13.7%13.0%

VUG0.0%13.7%—78.0%

IWF0.0%13.0%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+24.7%DFAT, at 14.7% volatility

CLCVWorst drop−6.9%12.5% vol

DFATWorst drop−9.6%14.7% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFATCLCV

+19.7%Year to date+16.3%

1.3%Yield0.3%

+24.7%Past year+21.1%

0.31%Fee0.50%

4–0DFAT wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

Loading…

DFAT, CLCV, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four