Compare · 4 funds side by side · dividends reinvested

DFAT, FBCV, VUG and IWF

DFATDimensional×FBCVFidelity×VUGVanguard×IWFiShares×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,858FBCV · best of the four

Story of the four · IncomeMost incomeFBCV · 2.27% · $227 a year on $10k

Story of the four · RiskSmallest drop

DFAT, FBCV, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Blue Chip Value ETFUS Stock Styles · Value0.57%2.27%+25.4%+29.4%+20.1%+11.0%−7.1%11.2%$199M1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.6B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$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 13, 2026 · returns include dividends · since: DFAT 2000 · FBCV 2020 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAT

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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, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAT0.31%$31

FBCV0.57%$57

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

Popular Pairs Near These Four

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%

FBCV

Fidelity Blue Chip Value ETF · $199M$16,858

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

DFATMeasureFBCV

+18.8%Year to dateJan 1 → Nov 13+25.4%

+22.8%1 yearTotal return+29.4%

+18.0%3 years · per year$10,000 became $16,427 · $17,313+20.1%

+9.0%5 years · per year$10,000 became $15,377 · $16,858+11.0%

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

1.33%Trailing 12-mo yield$133 · $227 a year on $10k2.27%

−9.6%Worst dropSmaller is better−7.1%

14.8%VolatilityLower is calmer11.2%

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

1–7FBCV 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 common4.6%

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

DFAT vs FBCV Returns, Every Period

5Y

DimensionalDFAT

+9.0%

5 years, per year

FBCVFidelity

+11.0%

5 years, per year

DFATFBCVFaded: behind in that period

0–4FBCV wins

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

DFAT vs FBCV

YTD

DimensionalDFAT

+18.8%

FBCVFidelity

+25.4%

+18.8%Year to date+25.4%

−9.6%Worst drop · 1Y−7.1%

14.8%Volatility · 1Y11.2%

1.3%Yield2.3%

$31.6BAssets$199M

4–0FBCV wins

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

Yields: DFAT, FBCV, VUG, IWF

1Y

2.27%highest, FBCV

FundTrailing yieldYield$10k

FBCV2.27%$227

DFAT1.33%$133

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

1Y

$170most kept, FBCV

FBCV$227 − $57 = $170

DFAT$133 − $31 = $102

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAT, FBCV, VUG, IWF

Today

77.8%most shared, VUG and IWF

DFATFBCVVUGIWF

DFAT—4.6%0.0%0.0%

FBCV4.6%—17.7%14.6%

VUG0.0%17.7%—77.8%

IWF0.0%14.6%77.8%—

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

Return vs Bumpiness: 4 ETFs

1Y

+29.4%FBCV, at 11.2% volatility

FBCVWorst drop−7.1%11.2% vol

DFATWorst drop−9.6%14.8% vol

VUGWorst drop−15.1%19.1% 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

FBCVDFAT

+25.4%Year to date+18.8%

2.3%Yield1.3%

+29.4%Past year+22.8%

0.57%Fee0.31%

3–1FBCV 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, FBCV, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four