Compare · 3 funds side by side · dividends reinvested

DFAT, FAB and IJH

DFATDimensional×FABFirst Trust×IJHiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,721FAB · best of the three

Story of the three · IncomeMost incomeFAB · 1.64% · $164 a year on $10k

Story of the three · RiskSmallest drop

DFAT, FAB and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Multi Cap Value AlphaDEX FundUS Stock Styles · Value0.66%1.64%+22.0%+25.7%+18.5%+9.5%−8.2%12.8%$166M1.3

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 Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B2.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAT 2000 · FAB 2007 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Multi Cap Value AlphaDEX Fund · $166M$15,721

FAB

DFAT

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

$10,000 five years ago, dividends reinvested · they hold 35.5% in common

FAB

More Ways to See the Pairs

FAB vs DFAT: Top 5 Holdings

Today

FAB

2.6%in top 5

DFAT

in top 53.6%

FABStockDFAT

not top 5OVV0.8%

not top 5CNH0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Cost, Income and Risk

Fees: DFAT, FAB, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAT0.31%$31

FAB0.66%$66

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

Yields: DFAT, FAB, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

DFAT

+22.0%Year to dateJan 1 → Nov 13+18.8%

+25.7%1 yearTotal return+22.8%

+18.5%3 years · per year$10,000 became $16,629 · $16,427+18.0%

+9.5%5 years · per year$10,000 became $15,721 · $15,377+9.0%

0.66%Expense ratio$66 · $31 a year on $10k · lower is better0.31%

1.64%Trailing 12-mo yield$164 · $133 a year on $10k1.33%

−8.2%Worst dropSmaller is better−9.6%

12.8%VolatilityLower is calmer14.8%

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

7–1FAB wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%FISVnot top 5

0.5%STZnot top 5

0.5%ALLnot top 5

0.5%CHTRnot top 5

0.5%CCLnot top 5

Held in common35.5%

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

FAB vs DFAT Returns, Every Period

5Y

First TrustFAB

+9.5%

5 years, per year

DFATDimensional

+9.0%

5 years, per year

FABDFATFaded: behind in that period

4–0FAB wins

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

FAB vs DFAT

YTD

First TrustFAB

+22.0%

DFATDimensional

+18.8%

+22.0%Year to date+18.8%

−8.2%Worst drop · 1Y−9.6%

12.8%Volatility · 1Y14.8%

1.6%Yield1.3%

$166MAssets$31.6B

4–0FAB wins

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

1Y

1.64%highest, FAB

FundTrailing yieldYield$10k

FAB1.64%$164

DFAT1.33%$133

IJH1.22%$122

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAT$133 − $31 = $102

FAB$164 − $66 = $98

KeptFee

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

Overlap: DFAT, FAB, IJH

Today

35.5%most shared, DFAT and FAB

DFATFABIJH

DFAT—35.5%30.1%

FAB35.5%—21.7%

IJH30.1%21.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+25.7%FAB, at 12.8% volatility

FABWorst drop−8.2%12.8% vol

DFATWorst drop−9.6%14.8% vol

IJHWorst drop−8.8%15.8% vol

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

Paid More vs Made More

YTD

FABDFAT

+22.0%Year to date+18.8%

1.6%Yield1.3%

+25.7%Past year+22.8%

0.66%Fee0.31%

3–1FAB 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

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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DFAT, FAB and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three