Compare · 3 funds side by side · dividends reinvested

DFAT, IWD and VUG

DFATDimensional×IWDiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,456IWD · best of the three

02 / 04

DFAT, IWD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+31.3%+22.7%+11.8%−6.8%11.7%$84.7B1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.3%+26.4%+18.0%+9.8%−9.6%14.8%$31.7B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAT 2000 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $84.7B$17,456

IWD

DFAT

Dimensional - US Targeted Value ETF · $31.7B$15,930

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

IWDMeasureDFAT

+26.2%Year to dateJan 1 → Nov 9+19.3%

+31.3%1 yearTotal return+26.4%

+22.7%3 years · per year$10,000 became $18,456 · $16,444+18.0%

+11.8%5 years · per year$10,000 became $17,456 · $15,930+9.8%

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

1.34%Trailing 12-mo yield$134 · $132 a year on $10k1.32%

−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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWD vs DFAT: Top 5 Holdings

Today

IWD

22.6%in top 5

DFAT

in top 53.6%

IWDStockDFAT

6.1%AMZNnot top 5

6.0%AAPLnot top 5

5.2%MSFTnot top 5

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5CNH0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common4.4%

End-of-day Nov 9, 2026 · share of each fund

IWD vs DFAT Returns, Every Period

iSharesIWD

+11.8%

5 years, per year

DFATDimensional

+9.8%

5 years, per year

IWDDFATFaded: behind in that period

4–0IWD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWD vs DFAT

YTD

iSharesIWD

+26.2%

DFATDimensional

+19.3%

+26.2%Year to date+19.3%

−6.8%Worst drop · 1Y−9.6%

11.7%Volatility · 1Y14.8%

1.3%Yield1.3%

$84.7BAssets$31.7B

3–0IWD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

DFAT0.31%$31

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAT, IWD, VUG

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

DFAT1.32%$132

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IWD

IWD$134 − $18 = $116

DFAT$132 − $31 = $101

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAT, IWD, VUG

Today

22.9%most shared, IWD and VUG

DFATIWDVUG

DFAT—4.4%0.0%

IWD4.4%—22.9%

VUG0.0%22.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+31.3%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

DFATWorst drop−9.6%14.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFAT

+26.2%Year to date+19.3%

1.3%Yield1.3%

+31.3%Past year+26.4%

0.18%Fee0.31%

3–0IWD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026