Compare · 3 funds side by side · dividends reinvested

DFAT, IWD and IJH

DFATDimensional×IWDiShares×IJHiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,356IWD · best of the three

Story of the three · IncomeMost incomeIWD · 1.34% · $134 a year on $10k

Story of the three · RiskSmallest drop

DFAT, IWD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.5%+28.6%+22.8%+11.7%−6.8%11.7%$84.9B1.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.6B2.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B2.6

Rank among the three1st → 3rdFee, 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 · IWD 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAT

IWD

iShares Russell 1000 Value ETF · $84.9B$17,356

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

DFATMeasure

More Ways to See the Pairs

DFAT vs IWD: Top 5 Holdings

Today

DFAT

3.6%in top 5

IWD

in top 522.4%

DFATStockIWD

not top 5AMZN6.1%

not top 5AAPL6.1%

not top 5MSFT5.0%

not top 5BRK-B2.8%

not top 5JPM2.4%

Cost, Income and Risk

Fees: DFAT, IWD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWD0.18%$18

DFAT0.31%$31

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

Yields: DFAT, IWD, IJH

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

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%

IWD

+18.8%Year to dateJan 1 → Nov 13+26.5%

+22.8%1 yearTotal return+28.6%

+18.0%3 years · per year$10,000 became $16,427 · $18,519+22.8%

+9.0%5 years · per year$10,000 became $15,377 · $17,356+11.7%

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

1.33%Trailing 12-mo yield$133 · $134 a year on $10k1.34%

−9.6%Worst dropSmaller is better−6.8%

14.8%VolatilityLower is calmer11.7%

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

0–8IWD 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 common4.5%

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

DFAT vs IWD Returns, Every Period

5Y

DimensionalDFAT

+9.0%

5 years, per year

IWDiShares

+11.7%

5 years, per year

DFATIWDFaded: behind in that period

0–4IWD wins

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

DFAT vs IWD

YTD

DimensionalDFAT

+18.8%

IWDiShares

+26.5%

+18.8%Year to date+26.5%

−9.6%Worst drop · 1Y−6.8%

14.8%Volatility · 1Y11.7%

1.3%Yield1.3%

$31.6BAssets$84.9B

3–0IWD wins

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

1Y

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

DFAT1.33%$133

IJH1.22%$122

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

IWD$134 − $18 = $116

DFAT$133 − $31 = $102

KeptFee

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

Overlap: DFAT, IWD, IJH

Today

30.1%most shared, DFAT and IJH

DFATIWDIJH

DFAT—4.5%30.1%

IWD4.5%—6.2%

IJH30.1%6.2%—

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

Return vs Bumpiness: 3 ETFs

1Y

+28.6%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

DFATWorst drop−9.6%14.8% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFAT

+26.5%Year to date+18.8%

1.3%Yield1.3%

+28.6%Past year+22.8%

0.18%Fee0.31%

3–0IWD 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, IWD and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three