Compare · 3 funds side by side · dividends reinvested

DFAT, MVAL and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,930DFAT · best of the three

02 / 04

DFAT, MVAL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.3%+26.4%+18.0%+9.8%−9.6%14.8%$30.8B1.4

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.52%+14.5%+21.6%[…][…]−12.2%15.2%$3M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAT 2000 · MVAL 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

MVAL

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

MVALMeasureIWF

+14.5%Year to dateJan 1 → Nov 9−2.5%

+21.6%1 yearTotal return−2.2%

[…]3 years · per year$10,000 became […] · $17,207+19.8%

[…]5 years · per year$10,000 became […] · $15,892+9.7%

0.50%Expense ratio$50 · $18 a year on $10k · lower is better0.18%

1.52%Trailing 12-mo yield$152 · $38 a year on $10k0.38%

−12.2%Worst dropSmaller is better−14.6%

15.2%VolatilityLower is calmer19.5%

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

5–1MVAL wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MVAL vs IWF: Top 5 Holdings

Today

MVAL

24.7%in top 5

IWF

in top 539.7%

MVALStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

5.2%GEHCnot top 5

5.0%BRnot top 5

4.9%DHRnot top 5

4.8%BF-Bnot top 5

4.8%ZBHnot top 5

not top 5AVGO4.5%

Held in common9.1%

End-of-day Nov 9, 2026 · share of each fund

MVAL vs IWF Returns, Every Period

VanEckMVAL

+21.6%

past year

IWFiShares

−2.2%

past year

MVALIWFFaded: behind in that period

2–0MVAL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MVAL vs DFAT

YTD

VanEckMVAL

+14.5%

DFATDimensional

+19.3%

+14.5%Year to date+19.3%

−12.2%Worst drop · 1Y−9.6%

15.2%Volatility · 1Y14.8%

1.5%Yield1.3%

$3.0MAssets$30.8B

3–1DFAT wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

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 9, 2026 · fee on $10,000 a year

Yields: DFAT, MVAL, IWF

1.52%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.52%$152

DFAT1.32%$132

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, MVAL

MVAL$152 − $50 = $102

DFAT$132 − $31 = $101

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 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 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.4%DFAT, at 14.8% volatility

DFATWorst drop−9.6%14.8% vol

MVALWorst drop−12.2%15.2% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MVALDFAT

+14.5%Year to date+19.3%

1.5%Yield1.3%

+21.6%Past year+26.4%

0.50%Fee0.31%

3–1DFAT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026