Compare · 3 funds side by side · dividends reinvested

DFAT, IUSV and VUG

DFATDimensional×IUSViShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,003IUSV · best of the three

02 / 04

DFAT, IUSV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.65%+12.9%+15.9%+18.3%+11.2%−6.4%10.2%$29.0B1.6

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+17.0%+23.5%+18.5%+9.8%−9.6%14.7%$31.1B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

Rank among the three1st → 3rdFee, 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 · IUSV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $31.1B$15,974

DFAT

IUSV

iShares Core S&P U.S. Value ETF · $29.0B$17,003

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

DFATMeasureIUSV

+17.0%Year to dateJan 1 → Nov 5+12.9%

+23.5%1 yearTotal return+15.9%

+18.5%3 years · per year$10,000 became $16,661 · $16,565+18.3%

+9.8%5 years · per year$10,000 became $15,974 · $17,003+11.2%

0.31%Expense ratio$31 · $4 a year on $10k · lower is better0.04%

1.35%Trailing 12-mo yield$135 · $165 a year on $10k1.65%

−9.6%Worst dropSmaller is better−6.4%

14.7%VolatilityLower is calmer10.2%

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

3–5IUSV 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 IUSV: Top 5 Holdings

Today

DFAT

3.5%in top 5

IUSV

in top 516.8%

DFATStockIUSV

not top 5AAPL7.8%

not top 5AMZN3.7%

not top 5XOM2.1%

not top 5WMT1.8%

not top 5COST1.4%

0.8%OVVnot top 5

0.7%BALLnot top 5

0.7%CNHnot top 5

0.7%TOLnot top 5

0.7%SJMnot top 5

Held in common4.5%

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

DFAT vs IUSV Returns, Every Period

DimensionalDFAT

+9.8%

5 years, per year

IUSViShares

+11.2%

5 years, per year

DFATIUSVFaded: behind in that period

3–1DFAT wins

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

DFAT vs IUSV

YTD

DimensionalDFAT

+17.0%

IUSViShares

+12.9%

+17.0%Year to date+12.9%

−9.6%Worst drop · 1Y−6.4%

14.7%Volatility · 1Y10.2%

1.3%Yield1.6%

$31.1BAssets$29.0B

3–1IUSV wins

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

Cost, Income and Risk

Fees: DFAT, IUSV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IUSV0.04%$4

DFAT0.31%$31

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

Yields: DFAT, IUSV, VUG

1.65%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.65%$165

DFAT1.35%$135

VUG0.43%$43

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

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

DFAT$135 − $31 = $104

VUG$43 − $3 = $40

KeptFee

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

Overlap: DFAT, IUSV, VUG

Today

24.7%most shared, IUSV and VUG

DFATIUSVVUG

DFAT—4.5%0.0%

IUSV4.5%—24.7%

VUG0.0%24.7%—

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

Return vs Bumpiness: 3 ETFs

+23.5%DFAT, at 14.7% volatility

IUSVWorst drop−6.4%10.2% vol

DFATWorst drop−9.6%14.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IUSVDFAT

+12.9%Year to date+17.0%

1.6%Yield1.3%

+15.9%Past year+23.5%

0.04%Fee0.31%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026