Compare · 3 funds side by side · dividends reinvested

DFAT, MVAL and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,697IWF · 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 IWF, 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%$31.8B1.5

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.54%+13.3%+18.0%[…][…]−12.2%15.2%$3M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.3

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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $119B$15,697

IWF

DFAT

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

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

IWF

More Ways to See the Pairs

IWF vs DFAT: Top 5 Holdings

Today

IWF

38.2%in top 5

DFAT

in top 53.6%

IWFStockDFAT

12.8%NVDAnot top 5

8.8%AAPLnot top 5

6.1%MSFTnot top 5

5.4%GOOGLnot top 5

5.1%AVGOnot top 5

Cost, Income and Risk

Fees: DFAT, MVAL, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAT0.31%$31

MVAL0.50%$50

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

Yields: DFAT, MVAL, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

DFAT

−1.5%Year to dateJan 1 → Nov 12+18.5%

−3.0%1 yearTotal return+22.9%

+19.2%3 years · per year$10,000 became $16,957 · $16,236+17.5%

+9.4%5 years · per year$10,000 became $15,697 · $15,633+9.3%

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

0.37%Trailing 12-mo yield$37 · $133 a year on $10k1.33%

−14.6%Worst dropSmaller is better−9.6%

19.6%VolatilityLower is calmer14.8%

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

3–5DFAT wins

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

not top 5OVV0.8%

not top 5CNH0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common0.0%

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

IWF vs DFAT Returns, Every Period

5Y

iSharesIWF

+9.4%

5 years, per year

DFATDimensional

+9.3%

5 years, per year

IWFDFATFaded: behind in that period

2–2Level

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

IWF vs MVAL

YTD

iSharesIWF

−1.5%

MVALVanEck

+13.3%

−1.5%Year to date+13.3%

−14.6%Worst drop · 1Y−12.2%

19.6%Volatility · 1Y15.2%

0.4%Yield1.5%

$119BAssets$3.1M

4–0MVAL 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

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$104most kept, MVAL

MVAL$154 − $50 = $104

DFAT$133 − $31 = $102

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFAT, MVAL, IWF

Today

9.1%most shared, MVAL and IWF

DFATMVALIWF

DFAT—0.9%0.0%

MVAL0.9%—9.1%

IWF0.0%9.1%—

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

IWFWorst drop−14.6%19.6% 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

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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

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DFAT, MVAL and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three