Compare · 3 funds side by side · dividends reinvested

DFAT, JAVA and IWF

DFATDimensional×JAVAJ.P. Morgan×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,527JAVA · best of the three

Story of the three · IncomeMost incomeDFAT · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

DFAT, JAVA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Value ETFUS Stock Styles · Value0.44%1.12%+18.8%+23.1%+19.8%+11.9%−8.3%11.9%$7.4B1.6

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.0%+24.8%+16.9%+9.8%−9.6%14.7%$31.7B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAT 2000 · JAVA 2021 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.7B$15,937

DFAT

JAVA

JPMorgan Active Value ETF · $7.4B$17,527

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

DFAT

More Ways to See the Pairs

DFAT vs JAVA: Top 5 Holdings

Today

DFAT

3.6%in top 5

JAVA

in top 522.3%

DFATStockJAVA

not top 5AMZN7.7%

not top 5MSFT6.3%

not top 5AAPL4.0%

not top 5WFC2.2%

not top 5BRK-B2.1%

Cost, Income and Risk

Fees: DFAT, JAVA, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAT0.31%$31

JAVA0.44%$44

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

Yields: DFAT, JAVA, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

JAVA

+19.0%Year to dateJan 1 → Nov 10+18.8%

+24.8%1 yearTotal return+23.1%

+16.9%3 years · per year$10,000 became $15,988 · $17,192+19.8%

+9.8%5 years · per year$10,000 became $15,937 · $17,527+11.9%

0.31%Expense ratio$31 · $44 a year on $10k · lower is better0.44%

1.33%Trailing 12-mo yield$133 · $112 a year on $10k1.12%

−9.6%Worst dropSmaller is better−8.3%

14.7%VolatilityLower is calmer11.9%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%CNHnot top 5

0.7%OVVnot top 5

0.7%BALLnot top 5

0.7%TOLnot top 5

0.7%SJMnot top 5

Held in common1.5%

End-of-day Nov 10, 2026 · share of each fund

DFAT vs JAVA Returns, Every Period

5Y

DimensionalDFAT

+9.8%

5 years, per year

JAVAJ.P. Morgan

+11.9%

5 years, per year

DFATJAVAFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAT vs JAVA

YTD

DimensionalDFAT

+19.0%

JAVAJ.P. Morgan

+18.8%

+19.0%Year to date+18.8%

−9.6%Worst drop · 1Y−8.3%

14.7%Volatility · 1Y11.9%

1.3%Yield1.1%

$31.7BAssets$7.4B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

JAVA1.12%$112

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$102most kept, DFAT

DFAT$133 − $31 = $102

JAVA$112 − $44 = $68

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAT, JAVA, IWF

Today

18.4%most shared, JAVA and IWF

DFATJAVAIWF

DFAT—1.5%0.0%

JAVA1.5%—18.4%

IWF0.0%18.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%DFAT, at 14.7% volatility

JAVAWorst drop−8.3%11.9% vol

DFATWorst drop−9.6%14.7% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFATJAVA

+19.0%Year to date+18.8%

1.3%Yield1.1%

+24.8%Past year+23.1%

0.31%Fee0.44%

4–0DFAT wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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DFAT, JAVA and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three