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$17,246IWD · 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%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$85.3B1.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+17.0%+23.5%+18.5%+9.8%−9.6%14.7%$32.1B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAT 2000 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $85.3B$17,246

IWD

DFAT

Dimensional - US Targeted Value ETF · $32.1B$15,974

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

IWDMeasureDFAT

+24.1%Year to dateJan 1 → Nov 5+17.0%

+29.3%1 yearTotal return+23.5%

+23.0%3 years · per year$10,000 became $18,611 · $16,661+18.5%

+11.5%5 years · per year$10,000 became $17,246 · $15,974+9.8%

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

1.37%Trailing 12-mo yield$137 · $135 a year on $10k1.35%

−6.8%Worst dropSmaller is better−9.6%

11.6%VolatilityLower is calmer14.7%

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

8–0IWD wins

End-of-day Nov 5, 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 53.5%

IWDStockDFAT

6.1%AMZNnot top 5

6.0%AAPLnot top 5

5.3%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 5TOL0.7%

not top 5SJM0.7%

Held in common4.5%

End-of-day Nov 5, 2026 · share of each fund

IWD vs DFAT Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

DFATDimensional

+9.8%

5 years, per year

IWDDFATFaded: behind in that period

4–0IWD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWD vs DFAT

YTD

iSharesIWD

+24.1%

DFATDimensional

+17.0%

+24.1%Year to date+17.0%

−6.8%Worst drop · 1Y−9.6%

11.6%Volatility · 1Y14.7%

1.4%Yield1.3%

$85.3BAssets$32.1B

4–0IWD wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: DFAT, IWD

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

DFAT1.35%$135

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

DFAT$135 − $31 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAT, IWD

Today

4.5%most shared, DFAT and IWD

DFATIWD

DFAT—4.5%

IWD4.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.3%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

DFATWorst drop−9.6%14.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFAT

+24.1%Year to date+17.0%

1.4%Yield1.3%

+29.3%Past year+23.5%

0.18%Fee0.31%

4–0IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026