Compare · 2 funds side by side · dividends reinvested

DFAT and IWF

DFATDimensional×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,744DFAT · best of the two

02 / 04

DFAT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.1%+25.0%+19.7%+10.0%−9.6%14.3%$31.7B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.5%−2.9%+22.7%+10.5%−15.6%18.3%$120B1.6

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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAT

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFATMeasureIWF

+19.1%Year to dateJan 1 → Nov 4−0.5%

+25.0%1 yearTotal return−2.9%

+19.7%3 years · per year$10,000 became $17,168 · $18,494+22.7%

+10.0%5 years · per year$10,000 became $16,134 · $16,499+10.5%

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

1.33%Trailing 12-mo yield$133 · $37 a year on $10k0.37%

−9.6%Worst dropSmaller is better−15.6%

14.3%VolatilityLower is calmer18.3%

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

5–3DFAT 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 IWF: Top 5 Holdings

Today

DFAT

3.6%in top 5

IWF

in top 539.3%

DFATStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

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 common0.0%

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

DFAT vs IWF Returns, Every Period

DimensionalDFAT

+10.0%

5 years, per year

IWFiShares

+10.5%

5 years, per year

DFATIWFFaded: behind in that period

2–2Level

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

DFAT vs IWF

YTD

DimensionalDFAT

+19.1%

IWFiShares

−0.5%

+19.1%Year to date−0.5%

−9.6%Worst drop · 1Y−15.6%

14.3%Volatility · 1Y18.3%

1.3%Yield0.4%

$31.7BAssets$120B

4–0DFAT wins

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

Cost, Income and Risk

Fees: DFAT, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAT0.31%$31

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

Yields: DFAT, IWF

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

IWF0.37%$37

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

Income After Fees on $10,000

$102most kept, DFAT

DFAT$133 − $31 = $102

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFAT, IWF

Today

0.0%most shared, DFAT and IWF

DFATIWF

DFAT—0.0%

IWF0.0%—

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

Return vs Bumpiness: 2 ETFs

+25.0%DFAT, at 14.3% volatility

DFATWorst drop−9.6%14.3% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

DFATIWF

+19.1%Year to date−0.5%

1.3%Yield0.4%

+25.0%Past year−2.9%

0.31%Fee0.18%

3–1DFAT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026