Compare · 4 funds side by side · dividends reinvested

DFAT, IWD, VUG and VO

DFATDimensional×IWDiShares×VUGVanguard×VOVanguard×

02 / 04

Search ETFs and stocks

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

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

Story of the four · RiskSmallest drop

DFAT, IWD, VUG 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%$85.1B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.8B3.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B3.0

Rank among the four1st → 4thFee, 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 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAT

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, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

IWD0.18%$18

DFAT0.31%$31

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

IWD

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

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

DFATMeasureIWD

+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

Yields: DFAT, IWD, VUG, VO

1Y

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

VO1.33%$133

DFAT1.32%$132

VUG0.41%$41

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

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAT, IWD, VUG, VO

Today

22.8%most shared, IWD and VUG

DFATIWDVUGVO

DFAT—4.5%0.0%0.0%

IWD4.5%—22.8%21.4%

VUG0.0%22.8%—10.2%

VO0.0%21.4%10.2%—

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

Return vs Bumpiness: 4 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

VUGWorst drop−15.1%19.1% 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

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV 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

Loading…

DFAT, IWD, VUG and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four