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$17,402IWD · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 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%+26.2%+28.7%+22.6%+11.7%−6.8%11.7%$85.1B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$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 12, 2026 · returns include dividends · since: DFAT 2000 · IWD 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $85.1B$17,402

IWD

DFAT

Dimensional - US Targeted Value ETF · $31.8B$15,633

$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

22.4%in top 5

DFAT

in top 53.6%

IWDStockDFAT

6.1%AMZNnot top 5

6.1%AAPLnot top 5

5.0%MSFTnot top 5

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: DFAT, IWD, VO

1Y

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DFAT

+26.2%Year to dateJan 1 → Nov 12+18.5%

+28.7%1 yearTotal return+22.9%

+22.6%3 years · per year$10,000 became $18,423 · $16,236+17.5%

+11.7%5 years · per year$10,000 became $17,402 · $15,633+9.3%

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 calmer14.8%

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

8–0IWD 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

IWD vs DFAT Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

DFATDimensional

+9.3%

5 years, per year

IWDDFATFaded: behind in that period

4–0IWD wins

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

IWD vs VO

YTD

iSharesIWD

+26.2%

VOVanguard

+14.0%

+26.2%Year to date+14.0%

−6.8%Worst drop · 1Y−8.2%

11.7%Volatility · 1Y13.2%

1.3%Yield1.3%

$85.1BAssets$103B

3–0IWD wins

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

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IWD1.34%$134

DFAT1.33%$133

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IWD$134 − $18 = $116

DFAT$133 − $31 = $102

KeptFee

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

Return vs Bumpiness: 3 ETFs

1Y

+28.7%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

VOWorst drop−8.2%13.2% 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

VOIWD

+14.0%Year to date+26.2%

1.3%Yield1.3%

+13.7%Past year+28.7%

0.03%Fee0.18%

2–1IWD wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 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