Compare · 2 funds side by side · dividends reinvested

DFAT and IWD

DFATDimensional×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

DFAT and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.31%+20.6%+26.4%+20.0%+10.9%−9.6%14.3%$31.7B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFAT 2000 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $31.7B$16,744

DFAT

IWD

iShares Russell 1000 Value ETF · $83.2B$17,870

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

DFATMeasureIWD

+20.6%Year to dateJan 1 → Nov 4+27.5%

+26.4%1 yearTotal return+32.0%

+20.0%3 years · per year$10,000 became $17,261 · $19,285+24.5%

+10.9%5 years · per year$10,000 became $16,744 · $17,870+12.3%

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

1.31%Trailing 12-mo yield$131 · $133 a year on $10k1.33%

−9.6%Worst dropSmaller is better−6.8%

14.3%VolatilityLower is calmer11.2%

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

0–8IWD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAT vs IWD: Top 5 Holdings

Today

DFAT

3.6%in top 5

IWD

in top 521.9%

DFATStockIWD

not top 5AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

not top 5BRK-B2.7%

not top 5JPM2.4%

0.8%OVVnot top 5

0.7%CNHnot top 5

0.7%APAnot top 5

0.7%BALLnot top 5

0.7%TOLnot top 5

Held in common4.6%

End-of-day Nov 4, 2026 · share of each fund

DFAT vs IWD Returns, Every Period

DimensionalDFAT

+10.9%

5 years, per year

IWDiShares

+12.3%

5 years, per year

DFATIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAT vs IWD

YTD

DimensionalDFAT

+20.6%

IWDiShares

+27.5%

+20.6%Year to date+27.5%

−9.6%Worst drop · 1Y−6.8%

14.3%Volatility · 1Y11.2%

1.3%Yield1.3%

$31.7BAssets$83.2B

3–0IWD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

DFAT0.31%$31

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAT, IWD

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

DFAT1.31%$131

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

DFAT$131 − $31 = $100

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAT, IWD

Today

4.6%most shared, DFAT and IWD

DFATIWD

DFAT—4.6%

IWD4.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

IWDWorst drop−6.8%11.2% vol

DFATWorst drop−9.6%14.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFAT

+27.5%Year to date+20.6%

1.3%Yield1.3%

+32.0%Past year+26.4%

0.18%Fee0.31%

3–0IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026