Compare · 3 funds side by side · dividends reinvested

DFAT, IWD and IWF

DFATDimensional×IWDiShares×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,410IWD · 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 IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+30.5%+22.2%+11.7%−6.8%11.7%$84.7B1.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.0%+24.8%+16.9%+9.8%−9.6%14.7%$31.6B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAT 2000 · IWD 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $84.7B$17,410

IWD

DFAT

Dimensional - US Targeted Value ETF · $31.6B$15,937

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

IWDMeasure

More Ways to See the Pairs

IWD vs DFAT: Top 5 Holdings

Today

IWD

22.7%in top 5

DFAT

in top 53.6%

IWDStockDFAT

6.2%AMZNnot top 5

6.0%AAPLnot top 5

5.3%MSFTnot top 5

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

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 10, 2026 · fee on $10,000 a year

Yields: DFAT, IWD, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

DFAT

+26.2%Year to dateJan 1 → Nov 10+19.0%

+30.5%1 yearTotal return+24.8%

+22.2%3 years · per year$10,000 became $18,244 · $15,988+16.9%

+11.7%5 years · per year$10,000 became $17,410 · $15,937+9.8%

0.18%Expense ratio$18 · $31 a year on $10k · lower is better0.31%

1.34%Trailing 12-mo yield$134 · $133 a year on $10k1.33%

−6.8%Worst dropSmaller is better−9.6%

11.7%VolatilityLower is calmer14.7%

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

8–0IWD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CNH0.8%

not top 5OVV0.7%

not top 5BALL0.7%

not top 5TOL0.7%

not top 5SJM0.7%

Held in common4.5%

End-of-day Nov 10, 2026 · share of each fund

IWD vs DFAT Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

DFATDimensional

+9.8%

5 years, per year

IWDDFATFaded: behind in that period

4–0IWD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IWD vs DFAT

YTD

iSharesIWD

+26.2%

DFATDimensional

+19.0%

+26.2%Year to date+19.0%

−6.8%Worst drop · 1Y−9.6%

11.7%Volatility · 1Y14.7%

1.3%Yield1.3%

$84.7BAssets$31.6B

3–0IWD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

DFAT1.33%$133

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

DFAT$133 − $31 = $102

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAT, IWD, IWF

Today

18.9%most shared, IWD and IWF

DFATIWDIWF

DFAT—4.5%0.0%

IWD4.5%—18.9%

IWF0.0%18.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.5%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

DFATWorst drop−9.6%14.7% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFAT

+26.2%Year to date+19.0%

1.3%Yield1.3%

+30.5%Past year+24.8%

0.18%Fee0.31%

3–0IWD wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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DFAT, IWD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three