Compare · 2 funds side by side · dividends reinvested

DFAT and IJH

DFATDimensional×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,974DFAT · best of the two

02 / 04

DFAT and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.31%+20.6%+26.4%+20.0%+10.9%−9.6%14.3%$32.1B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAT 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $32.1B$15,974

DFAT

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

$10,000 five years ago, dividends reinvested · they hold 30.1% in common

DFATMeasureIJH

+20.6%Year to dateJan 1 → Nov 5+13.9%

+26.4%1 yearTotal return+16.4%

+20.0%3 years · per year$10,000 became $17,261 · $16,594+18.4%

+10.9%5 years · per year$10,000 became $16,744 · $14,620+7.9%

0.31%Expense ratio$31 · $5 a year on $10k · lower is better0.05%

1.31%Trailing 12-mo yield$131 · $121 a year on $10k1.21%

−9.6%Worst dropSmaller is better−8.8%

14.3%VolatilityLower is calmer15.0%

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

6–2DFAT wins

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

More Ways to See the Pairs

DFAT vs IJH: Top 5 Holdings

Today

DFAT

3.5%in top 5

IJH

in top 53.5%

DFATStockIJH

0.8%OVVnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

0.7%BALLnot top 5

0.7%CNHnot top 5

not top 5ATI0.7%

0.7%TOLnot top 5

not top 5USFD0.7%

not top 5THC0.7%

0.7%SJMnot top 5

Held in common30.1%

End-of-day Nov 5, 2026 · share of each fund

DFAT vs IJH Returns, Every Period

DimensionalDFAT

+10.9%

5 years, per year

IJHiShares

+7.9%

5 years, per year

DFATIJHFaded: behind in that period

4–0DFAT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAT vs IJH

YTD

DimensionalDFAT

+20.6%

IJHiShares

+13.9%

+20.6%Year to date+13.9%

−9.6%Worst drop · 1Y−8.8%

14.3%Volatility · 1Y15.0%

1.3%Yield1.2%

$32.1BAssets$125B

3–1DFAT wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAT0.31%$31

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAT, IJH

1.31%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.31%$131

IJH1.21%$121

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAT$131 − $31 = $100

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAT, IJH

Today

30.1%most shared, DFAT and IJH

DFATIJH

DFAT—30.1%

IJH30.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.4%DFAT, at 14.3% volatility

DFATWorst drop−9.6%14.3% vol

IJHWorst drop−8.8%15.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFATIJH

+20.6%Year to date+13.9%

1.3%Yield1.2%

+26.4%Past year+16.4%

0.31%Fee0.05%

3–1DFAT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026