Compare · 2 funds side by side · dividends reinvested

DFAT and IUSV

DFATDimensional×IUSViShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,232IUSV · best of the two

Story of the two · IncomeMost incomeIUSV · 1.61% · $161 a year on $10k

Story of the two · RiskSmallest drop

DFAT and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.61%+15.3%+16.5%+17.6%+11.5%−6.4%10.4%$28.9B1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.5B1.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAT 2000 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P U.S. Value ETF · $28.9B$17,232

IUSV

DFAT

Dimensional - US Targeted Value ETF · $31.5B$15,633

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

IUSVMeasureDFAT

+15.3%

More Ways to See the Pairs

IUSV vs DFAT: Top 5 Holdings

Today

IUSV

17.0%in top 5

DFAT

in top 53.6%

IUSVStockDFAT

7.9%AAPLnot top 5

3.8%AMZNnot top 5

2.1%XOMnot top 5

1.7%WMTnot top 5

1.5%COSTnot top 5

Cost, Income and Risk

Fees: DFAT, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

DFAT0.31%$31

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAT, IUSV

1Y

1.61%highest, IUSV

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+18.5%

+16.5%1 yearTotal return+22.9%

+17.6%3 years · per year$10,000 became $16,274 · $16,236+17.5%

+11.5%5 years · per year$10,000 became $17,232 · $15,633+9.3%

0.04%Expense ratio$4 · $31 a year on $10k · lower is better0.31%

1.61%Trailing 12-mo yield$161 · $133 a year on $10k1.33%

−6.4%Worst dropSmaller is better−9.6%

10.4%VolatilityLower is calmer14.8%

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

6–2IUSV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5OVV0.8%

not top 5CNH0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common4.5%

End-of-day Nov 12, 2026 · share of each fund

IUSV vs DFAT Returns, Every Period

5Y

iSharesIUSV

+11.5%

5 years, per year

DFATDimensional

+9.3%

5 years, per year

IUSVDFATFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IUSV vs DFAT

YTD

iSharesIUSV

+15.3%

DFATDimensional

+18.5%

+15.3%Year to date+18.5%

−6.4%Worst drop · 1Y−9.6%

10.4%Volatility · 1Y14.8%

1.6%Yield1.3%

$28.9BAssets$31.5B

3–1IUSV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

IUSV1.61%$161

DFAT1.33%$133

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

Income After Fees on $10,000

1Y

$157most kept, IUSV

IUSV$161 − $4 = $157

DFAT$133 − $31 = $102

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAT, IUSV

Today

4.5%most shared, DFAT and IUSV

DFATIUSV

DFAT—4.5%

IUSV4.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+22.9%DFAT, at 14.8% volatility

IUSVWorst drop−6.4%10.4% vol

DFATWorst drop−9.6%14.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVDFAT

+15.3%Year to date+18.5%

1.6%Yield1.3%

+16.5%Past year+22.9%

0.04%Fee0.31%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAT and IUSV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two