Compare · 3 funds side by side · dividends reinvested

DFAT, MFSV and VO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,937DFAT · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

DFAT, MFSV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.0%+24.8%+16.9%+9.8%−9.6%14.7%$31.7B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.9

MFS Active Value ETFUS Stock Styles · Value0.44%1.31%+15.1%+19.0%[…][…]−6.4%10.8%$673M2.0

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 · MFSV 2024 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAT

MFSV

MFS Active Value ETF · $673M[…]

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

DFATMeasure

More Ways to See the Pairs

DFAT vs MFSV: Top 5 Holdings

Today

DFAT

3.6%in top 5

MFSV

in top 521.1%

DFATStockMFSV

not top 5MSFT5.6%

not top 5AMZN5.4%

not top 5JPM4.0%

not top 5AAPL3.1%

not top 5XOM2.8%

Cost, Income and Risk

Fees: DFAT, MFSV, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAT0.31%$31

MFSV0.44%$44

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

Yields: DFAT, MFSV, VO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

MFSV

+19.0%Year to dateJan 1 → Nov 10+15.1%

+24.8%1 yearTotal return+19.0%

+16.9%3 years · per year$10,000 became $15,988 · […][…]

+9.8%5 years · per year$10,000 became $15,937 · […][…]

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

1.33%Trailing 12-mo yield$133 · $131 a year on $10k1.31%

−9.6%Worst dropSmaller is better−6.4%

14.7%VolatilityLower is calmer10.8%

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

4–2DFAT wins

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 common0.0%

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

DFAT vs MFSV Returns, Every Period

1Y

DimensionalDFAT

+24.8%

past year

MFSVMFS

+19.0%

past year

DFATMFSVFaded: behind in that period

2–0DFAT wins

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

DFAT vs VO

YTD

DimensionalDFAT

+19.0%

VOVanguard

+13.6%

+19.0%Year to date+13.6%

−9.6%Worst drop · 1Y−8.2%

14.7%Volatility · 1Y13.0%

1.3%Yield1.4%

$31.7BAssets$103B

3–1VO wins

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

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAT1.33%$133

MFSV1.31%$131

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

DFAT$133 − $31 = $102

MFSV$131 − $44 = $87

KeptFee

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

Overlap: DFAT, MFSV, VO

Today

7.6%most shared, MFSV and VO

DFATMFSVVO

DFAT—0.0%0.0%

MFSV0.0%—7.6%

VO0.0%7.6%—

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

MFSVWorst drop−6.4%10.8% vol

VOWorst drop−8.2%13.0% vol

DFATWorst drop−9.6%14.7% vol

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

Paid More vs Made More

YTD

VODFAT

+13.6%Year to date+19.0%

1.4%Yield1.3%

+14.4%Past year+24.8%

0.03%Fee0.31%

2–2level

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

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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DFAT, MFSV and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three