Compare · 4 funds side by side · dividends reinvested

DFAT, FVAL, IWF and VTV

DFATDimensional×FVALFidelity×IWFiShares×VTVVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,830VTV · best of the four

Story of the four · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the four · RiskSmallest drop

DFAT, FVAL, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$196B1.0

Fidelity Value Factor ETFUS Stock Styles · Value0.15%1.51%+14.2%+16.3%+21.1%+11.7%−8.9%12.4%$1.4B2.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.6B3.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B3.6

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 · FVAL 2016 · IWF 2000 · VTV 2004

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 IWF: Top 5 Holdings

Today

DFAT

3.6%in top 5

IWF

in top 538.2%

DFATStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: DFAT, FVAL, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

FVAL0.15%$15

IWF0.18%$18

DFAT0.31%$31

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

$221BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

IWF

iShares Russell 1000 Growth ETF · $118B$15,505

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFATMeasureIWF

+18.8%Year to dateJan 1 → Nov 13−2.6%

+22.8%1 yearTotal return−3.9%

+18.0%3 years · per year$10,000 became $16,427 · $16,699+18.6%

+9.0%5 years · per year$10,000 became $15,377 · $15,505+9.2%

0.31%Expense ratio$31 · $18 a year on $10k · lower is better0.18%

1.33%Trailing 12-mo yield$133 · $38 a year on $10k0.38%

−9.6%Worst dropSmaller is better−14.6%

14.8%VolatilityLower is calmer19.6%

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

5–3DFAT wins

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

5.1%

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 common0.0%

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

DFAT vs IWF Returns, Every Period

5Y

DimensionalDFAT

+9.0%

5 years, per year

IWFiShares

+9.2%

5 years, per year

DFATIWFFaded: behind in that period

2–2Level

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

DFAT vs VTV

YTD

DimensionalDFAT

+18.8%

VTVVanguard

+22.0%

+18.8%Year to date+22.0%

−9.6%Worst drop · 1Y−6.4%

14.8%Volatility · 1Y10.8%

1.3%Yield1.8%

$31.6BAssets$196B

4–0VTV wins

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

Yields: DFAT, FVAL, IWF, VTV

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

FVAL1.51%$151

DFAT1.33%$133

IWF0.38%$38

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

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

FVAL$151 − $15 = $136

DFAT$133 − $31 = $102

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAT, FVAL, IWF, VTV

Today

43.2%most shared, FVAL and IWF

DFATFVALIWFVTV

DFAT—5.5%0.0%0.0%

FVAL5.5%—43.2%31.1%

IWF0.0%43.2%—12.1%

VTV0.0%31.1%12.1%—

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

Return vs Bumpiness: 4 ETFs

1Y

+23.6%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

FVALWorst drop−8.9%12.4% vol

DFATWorst drop−9.6%14.8% 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

VTVDFAT

+22.0%Year to date+18.8%

1.8%Yield1.3%

+23.6%Past year+22.8%

0.03%Fee0.31%

4–0VTV wins

End-of-day Nov 13, 2026

+22.0%Year to date+19.3%

1.8%Yield1.8%

$196BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

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DFAT, FVAL, IWF and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four