Compare · 3 funds side by side · dividends reinvested

DFAT, IWD and VO

DFATDimensional×IWDiShares×VOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,399IWD · 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 VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.8%+30.1%+22.6%+11.7%−6.8%11.7%$85.1B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.8B2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAT 2000 · IWD 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.8B$15,714

DFAT

IWD

iShares Russell 1000 Value ETF · $85.1B$17,399

$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 522.6%

DFATStockIWD

not top 5AMZN6.3%

not top 5AAPL6.0%

not top 5MSFT5.2%

not top 5BRK-B2.8%

not top 5JPM2.4%

Cost, Income and Risk

Fees: DFAT, IWD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWD0.18%$18

DFAT0.31%$31

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFAT, IWD, VO

1Y

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

IWD

+19.7%Year to dateJan 1 → Nov 11+26.8%

+24.7%1 yearTotal return+30.1%

+17.6%3 years · per year$10,000 became $16,277 · $18,413+22.6%

+9.5%5 years · per year$10,000 became $15,714 · $17,399+11.7%

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

1.32%Trailing 12-mo yield$132 · $134 a year on $10k1.34%

−9.6%Worst dropSmaller is better−6.8%

14.7%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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%OVVnot top 5

0.7%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 11, 2026 · share of each fund

DFAT vs IWD Returns, Every Period

5Y

DimensionalDFAT

+9.5%

5 years, per year

IWDiShares

+11.7%

5 years, per year

DFATIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAT vs IWD

YTD

DimensionalDFAT

+19.7%

IWDiShares

+26.8%

+19.7%Year to date+26.8%

−9.6%Worst drop · 1Y−6.8%

14.7%Volatility · 1Y11.7%

1.3%Yield1.3%

$31.8BAssets$85.1B

3–0IWD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

VO1.33%$133

DFAT1.32%$132

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

IWD$134 − $18 = $116

DFAT$132 − $31 = $101

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAT, IWD, VO

Today

21.4%most shared, IWD and VO

DFATIWDVO

DFAT—4.5%0.0%

IWD4.5%—21.4%

VO0.0%21.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.1%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

VOWorst drop−8.2%13.1% vol

DFATWorst drop−9.6%14.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFAT

+26.8%Year to date+19.7%

1.3%Yield1.3%

+30.1%Past year+24.7%

0.18%Fee0.31%

3–0IWD wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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DFAT, IWD and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three