Compare · 3 funds side by side · dividends reinvested

DFAT, IWD and IWF

DFATDimensional×IWDiShares×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,870IWD · best of the three

02 / 04

DFAT, IWD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$85.3B1.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.31%+20.6%+26.4%+20.0%+10.9%−9.6%14.3%$32.1B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFAT 2000 · IWD 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $32.1B$16,744

DFAT

IWD

iShares Russell 1000 Value ETF · $85.3B$17,870

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

DFATMeasureIWD

+20.6%Year to dateJan 1 → Nov 4+27.5%

+26.4%1 yearTotal return+32.0%

+20.0%3 years · per year$10,000 became $17,261 · $19,285+24.5%

+10.9%5 years · per year$10,000 became $16,744 · $17,870+12.3%

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

1.31%Trailing 12-mo yield$131 · $133 a year on $10k1.33%

−9.6%Worst dropSmaller is better−6.8%

14.3%VolatilityLower is calmer11.2%

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

0–8IWD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAT vs IWD: Top 5 Holdings

Today

DFAT

3.6%in top 5

IWD

in top 521.9%

DFATStockIWD

not top 5AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

not top 5BRK-B2.7%

not top 5JPM2.4%

0.8%OVVnot top 5

0.7%CNHnot top 5

0.7%APAnot top 5

0.7%BALLnot top 5

0.7%TOLnot top 5

Held in common4.6%

End-of-day Nov 4, 2026 · share of each fund

DFAT vs IWD Returns, Every Period

DimensionalDFAT

+10.9%

5 years, per year

IWDiShares

+12.3%

5 years, per year

DFATIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAT vs IWD

YTD

DimensionalDFAT

+20.6%

IWDiShares

+27.5%

+20.6%Year to date+27.5%

−9.6%Worst drop · 1Y−6.8%

14.3%Volatility · 1Y11.2%

1.3%Yield1.3%

$32.1BAssets$85.3B

3–0IWD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, IWD, IWF

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

IWF0.18%$18

DFAT0.31%$31

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAT, IWD, IWF

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

DFAT1.31%$131

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

DFAT$131 − $31 = $100

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAT, IWD, IWF

Today

18.3%most shared, IWD and IWF

DFATIWDIWF

DFAT—4.6%0.0%

IWD4.6%—18.3%

IWF0.0%18.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+32.0%IWD, at 11.2% volatility

IWDWorst drop−6.8%11.2% vol

DFATWorst drop−9.6%14.3% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFAT

+27.5%Year to date+20.6%

1.3%Yield1.3%

+32.0%Past year+26.4%

0.18%Fee0.31%

3–0IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

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 4, 2026