Compare · 4 funds side by side · dividends reinvested

DFAT, DSTL, VUG and IWF

DFATDimensional×DSTLDistillate×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,395DSTL · best of the four

02 / 04

DFAT, DSTL, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Distillate U.S. Fundamental Stability & Value ETFUS Stock Styles · Value0.39%1.02%+21.4%+27.5%+18.6%+11.7%−8.6%14.7%$2.1B1.8

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.3%+26.4%+18.0%+9.8%−9.6%14.8%$31.7B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAT 2000 · DSTL 2018 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $31.7B$15,930

DFAT

DSTL

Distillate U.S. Fundamental Stability & Value ETF · $2.1B$17,395

$10,000 five years ago, dividends reinvested · they hold 6.1% in common

DFATMeasureDSTL

+19.3%Year to dateJan 1 → Nov 9+21.4%

+26.4%1 yearTotal return+27.5%

+18.0%3 years · per year$10,000 became $16,444 · $16,690+18.6%

+9.8%5 years · per year$10,000 became $15,930 · $17,395+11.7%

0.31%Expense ratio$31 · $39 a year on $10k · lower is better0.39%

1.32%Trailing 12-mo yield$132 · $102 a year on $10k1.02%

−9.6%Worst dropSmaller is better−8.6%

14.8%VolatilityLower is calmer14.7%

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

2–6DSTL wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAT vs DSTL: Top 5 Holdings

Today

DFAT

3.6%in top 5

DSTL

in top 510.0%

DFATStockDSTL

not top 5ACN2.2%

not top 5ABBV2.0%

not top 5UNH2.0%

not top 5MRK1.9%

not top 5CMCSA1.8%

0.8%OVVnot top 5

0.7%BALLnot top 5

0.7%CNHnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common6.1%

End-of-day Nov 9, 2026 · share of each fund

DFAT vs DSTL Returns, Every Period

DimensionalDFAT

+9.8%

5 years, per year

DSTLDistillate

+11.7%

5 years, per year

DFATDSTLFaded: behind in that period

0–4DSTL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAT vs DSTL

YTD

DimensionalDFAT

+19.3%

DSTLDistillate

+21.4%

+19.3%Year to date+21.4%

−9.6%Worst drop · 1Y−8.6%

14.8%Volatility · 1Y14.7%

1.3%Yield1.0%

$31.7BAssets$2.1B

3–1DSTL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, DSTL, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAT0.31%$31

DSTL0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAT, DSTL, VUG, IWF

1.32%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.32%$132

DSTL1.02%$102

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, DFAT

DFAT$132 − $31 = $101

DSTL$102 − $39 = $63

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAT, DSTL, VUG, IWF

Today

78.1%most shared, VUG and IWF

DFATDSTLVUGIWF

DFAT—6.1%0.0%0.0%

DSTL6.1%—0.8%2.8%

VUG0.0%0.8%—78.1%

IWF0.0%2.8%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.5%DSTL, at 14.7% volatility

DSTLWorst drop−8.6%14.7% vol

DFATWorst drop−9.6%14.8% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFATDSTL

+19.3%Year to date+21.4%

1.3%Yield1.0%

+26.4%Past year+27.5%

0.31%Fee0.39%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026