Compare · 3 funds side by side · dividends reinvested

DFAT, DFUV and IWF

DFATDimensional×DFUVDimensional×IWFiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,505IWF · best of the three

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

Story of the three · RiskSmallest drop

DFAT, DFUV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Marketwide Value ETFUS Stock Styles · Value0.21%1.29%+23.7%+26.5%+21.7%[…]−6.0%11.9%$15.7B1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.6B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.4

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 · DFUV 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAT

DFUV

Dimensional - US Marketwide Value ETF · $15.7B[…]

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

DFAT

More Ways to See the Pairs

DFAT vs DFUV: Top 5 Holdings

Today

DFAT

3.6%in top 5

DFUV

in top 518.6%

DFATStockDFUV

not top 5AMZN5.0%

not top 5JPM4.3%

not top 5XOM3.9%

not top 5BRK-B3.3%

not top 5CVX2.2%

Cost, Income and Risk

Fees: DFAT, DFUV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFUV0.21%$21

DFAT0.31%$31

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

Yields: DFAT, DFUV, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

DFUV

+18.8%Year to dateJan 1 → Nov 13+23.7%

+22.8%1 yearTotal return+26.5%

+18.0%3 years · per year$10,000 became $16,427 · $18,044+21.7%

+9.0%5 years · per year$10,000 became $15,377 · […][…]

0.31%Expense ratio$31 · $21 a year on $10k · lower is better0.21%

1.33%Trailing 12-mo yield$133 · $129 a year on $10k1.29%

−9.6%Worst dropSmaller is better−6.0%

14.8%VolatilityLower is calmer11.9%

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

1–6DFUV 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 common12.9%

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

DFAT vs DFUV Returns, Every Period

1Y

DimensionalDFAT

+22.8%

past year

DFUVDimensional

+26.5%

past year

DFATDFUVFaded: behind in that period

0–3DFUV wins

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

DFAT vs DFUV

YTD

DimensionalDFAT

+18.8%

DFUVDimensional

+23.7%

+18.8%Year to date+23.7%

−9.6%Worst drop · 1Y−6.0%

14.8%Volatility · 1Y11.9%

1.3%Yield1.3%

$31.6BAssets$15.7B

3–0DFUV wins

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

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

DFUV1.29%$129

IWF0.38%$38

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

Income After Fees on $10,000

1Y

$108most kept, DFUV

DFUV$129 − $21 = $108

DFAT$133 − $31 = $102

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAT, DFUV, IWF

Today

12.9%most shared, DFAT and DFUV

DFATDFUVIWF

DFAT—12.9%0.0%

DFUV12.9%—5.8%

IWF0.0%5.8%—

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

Return vs Bumpiness: 3 ETFs

1Y

+26.5%DFUV, at 11.9% volatility

DFUVWorst drop−6.0%11.9% vol

DFATWorst drop−9.6%14.8% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

DFATDFUV

+18.8%Year to date+23.7%

1.3%Yield1.3%

+22.8%Past year+26.5%

0.31%Fee0.21%

3–0DFUV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD 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

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DFAT, DFUV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three