Compare · 3 funds side by side · dividends reinvested

DFAT, ECML and IJH

DFATDimensional×ECMLEuclidean×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,930DFAT · best of the three

02 / 04

DFAT, ECML and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.3%+26.4%+18.0%+9.8%−9.6%14.8%$30.8B1.5

Euclidean Fundamental Value ETFUS Stock Styles · Value0.95%1.16%+19.1%+25.1%+14.6%[…]−8.2%13.3%$120M2.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B2.3

Rank among the three1st → 3rdFee, 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 · ECML 2023 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $30.8B$15,930

DFAT

ECML

Euclidean Fundamental Value ETF · $120M[…]

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

DFATMeasureECML

+19.3%Year to dateJan 1 → Nov 9+19.1%

+26.4%1 yearTotal return+25.1%

+18.0%3 years · per year$10,000 became $16,444 · $15,064+14.6%

+9.8%5 years · per year$10,000 became $15,930 · […][…]

0.31%Expense ratio$31 · $95 a year on $10k · lower is better0.95%

1.32%Trailing 12-mo yield$132 · $116 a year on $10k1.16%

−9.6%Worst dropSmaller is better−8.2%

14.8%VolatilityLower is calmer13.3%

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

5–2DFAT 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 ECML: Top 5 Holdings

Today

DFAT

3.6%in top 5

ECML

in top 512.9%

DFATStockECML

not top 5EPAM3.3%

not top 5CROX2.8%

not top 5HRB2.4%

not top 5FOXA2.3%

not top 5MO2.2%

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 common7.7%

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

DFAT vs ECML Returns, Every Period

DimensionalDFAT

+26.4%

past year

ECMLEuclidean

+25.1%

past year

DFATECMLFaded: behind in that period

3–0DFAT wins

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

DFAT vs IJH

YTD

DimensionalDFAT

+19.3%

IJHiShares

+13.6%

+19.3%Year to date+13.6%

−9.6%Worst drop · 1Y−8.8%

14.8%Volatility · 1Y15.8%

1.3%Yield1.2%

$30.8BAssets$121B

3–1DFAT wins

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

Cost, Income and Risk

Fees: DFAT, ECML, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAT0.31%$31

ECML0.95%$95

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

Yields: DFAT, ECML, IJH

1.32%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.32%$132

IJH1.21%$121

ECML1.16%$116

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAT$132 − $31 = $101

ECML$116 − $95 = $21

KeptFee

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

Overlap: DFAT, ECML, IJH

Today

30.1%most shared, DFAT and IJH

DFATECMLIJH

DFAT—7.7%30.1%

ECML7.7%—4.9%

IJH30.1%4.9%—

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

Return vs Bumpiness: 3 ETFs

+26.4%DFAT, at 14.8% volatility

ECMLWorst drop−8.2%13.3% vol

DFATWorst drop−9.6%14.8% vol

IJHWorst drop−8.8%15.8% vol

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

Paid More vs Made More

YTD

DFATECML

+19.3%Year to date+19.1%

1.3%Yield1.2%

+26.4%Past year+25.1%

0.31%Fee0.95%

4–0DFAT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026