Compare · 3 funds side by side · dividends reinvested

DFAT, FBCV and IJH

DFATDimensional×FBCVFidelity×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,084FBCV · best of the three

Story of the three · IncomeMost incomeFBCV · 2.26% · $226 a year on $10k

Story of the three · RiskSmallest drop

DFAT, FBCV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Blue Chip Value ETFUS Stock Styles · Value0.57%2.26%+26.0%+32.2%+19.8%+11.3%−7.1%11.1%$199M1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.0%+24.8%+16.9%+9.8%−9.6%14.7%$31.7B2.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$125B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAT 2000 · FBCV 2020 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.7B$15,937

DFAT

FBCV

Fidelity Blue Chip Value ETF · $199M$17,084

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

DFAT

More Ways to See the Pairs

DFAT vs FBCV: Top 5 Holdings

Today

DFAT

3.6%in top 5

FBCV

in top 523.0%

DFATStockFBCV

not top 5AMZN6.6%

not top 5MSFT6.0%

not top 5AAPL4.2%

not top 5XOM3.7%

not top 5MRK2.5%

Cost, Income and Risk

Fees: DFAT, FBCV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAT0.31%$31

FBCV0.57%$57

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

Yields: DFAT, FBCV, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

FBCV

+19.0%Year to dateJan 1 → Nov 10+26.0%

+24.8%1 yearTotal return+32.2%

+16.9%3 years · per year$10,000 became $15,988 · $17,202+19.8%

+9.8%5 years · per year$10,000 became $15,937 · $17,084+11.3%

0.31%Expense ratio$31 · $57 a year on $10k · lower is better0.57%

1.33%Trailing 12-mo yield$133 · $226 a year on $10k2.26%

−9.6%Worst dropSmaller is better−7.1%

14.7%VolatilityLower is calmer11.1%

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

1–7FBCV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%CNHnot top 5

0.7%OVVnot top 5

0.7%BALLnot top 5

0.7%TOLnot top 5

0.7%SJMnot top 5

Held in common4.6%

End-of-day Nov 10, 2026 · share of each fund

DFAT vs FBCV Returns, Every Period

5Y

DimensionalDFAT

+9.8%

5 years, per year

FBCVFidelity

+11.3%

5 years, per year

DFATFBCVFaded: behind in that period

0–4FBCV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAT vs FBCV

YTD

DimensionalDFAT

+19.0%

FBCVFidelity

+26.0%

+19.0%Year to date+26.0%

−9.6%Worst drop · 1Y−7.1%

14.7%Volatility · 1Y11.1%

1.3%Yield2.3%

$31.7BAssets$199M

4–0FBCV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.26%highest, FBCV

FundTrailing yieldYield$10k

FBCV2.26%$226

DFAT1.33%$133

IJH1.22%$122

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$169most kept, FBCV

FBCV$226 − $57 = $169

IJH$122 − $5 = $117

DFAT$133 − $31 = $102

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAT, FBCV, IJH

Today

30.0%most shared, DFAT and IJH

DFATFBCVIJH

DFAT—4.6%30.0%

FBCV4.6%—6.4%

IJH30.0%6.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+32.2%FBCV, at 11.1% volatility

FBCVWorst drop−7.1%11.1% vol

DFATWorst drop−9.6%14.7% vol

IJHWorst drop−8.8%15.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FBCVDFAT

+26.0%Year to date+19.0%

2.3%Yield1.3%

+32.2%Past year+24.8%

0.57%Fee0.31%

3–1FBCV wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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DFAT, FBCV and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three