Compare · 3 funds side by side · dividends reinvested

DFAT, MVAL and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,633DFAT · best of the three

Story of the three · IncomeMost incomeMVAL · 1.54% · $154 a year on $10k

Story of the three · RiskSmallest drop

DFAT, MVAL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.8B1.4

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.54%+13.3%+18.0%[…][…]−12.2%15.2%$3M2.2

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$126B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAT 2000 · MVAL 2024 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.8B$15,633

DFAT

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

DFAT

More Ways to See the Pairs

DFAT vs MVAL: Top 5 Holdings

Today

DFAT

3.6%in top 5

MVAL

in top 524.5%

DFATStockMVAL

not top 5GEHC5.1%

not top 5DHR5.0%

not top 5BR5.0%

not top 5ZBH4.8%

not top 5CLX4.7%

Cost, Income and Risk

Fees: DFAT, MVAL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAT0.31%$31

MVAL0.50%$50

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAT, MVAL, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

MVAL

+18.5%Year to dateJan 1 → Nov 12+13.3%

+22.9%1 yearTotal return+18.0%

+17.5%3 years · per year$10,000 became $16,236 · […][…]

+9.3%5 years · per year$10,000 became $15,633 · […][…]

0.31%Expense ratio$31 · $50 a year on $10k · lower is better0.50%

1.33%Trailing 12-mo yield$133 · $154 a year on $10k1.54%

−9.6%Worst dropSmaller is better−12.2%

14.8%VolatilityLower is calmer15.2%

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

5–1DFAT wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%OVVnot top 5

0.8%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.9%

End-of-day Nov 12, 2026 · share of each fund

DFAT vs MVAL Returns, Every Period

1Y

DimensionalDFAT

+22.9%

past year

MVALVanEck

+18.0%

past year

DFATMVALFaded: behind in that period

2–0DFAT wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAT vs MVAL

YTD

DimensionalDFAT

+18.5%

MVALVanEck

+13.3%

+18.5%Year to date+13.3%

−9.6%Worst drop · 1Y−12.2%

14.8%Volatility · 1Y15.2%

1.3%Yield1.5%

$31.8BAssets$3.1M

3–1DFAT wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.54%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.54%$154

DFAT1.33%$133

IJH1.22%$122

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

MVAL$154 − $50 = $104

DFAT$133 − $31 = $102

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAT, MVAL, IJH

Today

30.1%most shared, DFAT and IJH

DFATMVALIJH

DFAT—0.9%30.1%

MVAL0.9%—0.0%

IJH30.1%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.9%DFAT, at 14.8% volatility

DFATWorst drop−9.6%14.8% vol

MVALWorst drop−12.2%15.2% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

MVALDFAT

+13.3%Year to date+18.5%

1.5%Yield1.3%

+18.0%Past year+22.9%

0.50%Fee0.31%

3–1DFAT wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAT, MVAL and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three