Compare · 4 funds side by side · dividends reinvested

DFAT, MVAL, VUG and IWF

DFATDimensional×MVALVanEck×VUGVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,557VUG · best of the four

Story of the four · IncomeMost incomeMVAL · 1.53% · $153 a year on $10k

Story of the four · RiskSmallest drop

DFAT, MVAL, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.8B1.9

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.53%+13.9%+20.3%[…][…]−12.2%15.2%$3M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: DFAT 2000 · MVAL 2024 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.8B$15,714

DFAT

More Ways to See the Pairs

DFAT vs MVAL: Top 5 Holdings

Today

DFAT

3.6%in top 5

MVAL

in top 524.6%

DFATStockMVAL

not top 5GEHC5.2%

not top 5DHR5.0%

not top 5BR4.9%

not top 5ZBH4.8%

not top 5BF-B4.8%

Cost, Income and Risk

Fees: DFAT, MVAL, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAT0.31%$31

MVAL0.50%$50

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

MVAL

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

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

DFATMeasureMVAL

+19.7%Year to dateJan 1 → Nov 11+13.9%

+24.7%1 yearTotal return+20.3%

+17.6%3 years · per year$10,000 became $16,277 · […][…]

+9.5%5 years · per year$10,000 became $15,714 · […][…]

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

1.32%Trailing 12-mo yield$132 · $153 a year on $10k1.53%

−9.6%Worst dropSmaller is better−12.2%

14.7%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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%OVVnot top 5

0.7%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 11, 2026 · share of each fund

DFAT vs MVAL Returns, Every Period

1Y

DimensionalDFAT

+24.7%

past year

MVALVanEck

+20.3%

past year

DFATMVALFaded: behind in that period

2–0DFAT wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAT vs MVAL

YTD

DimensionalDFAT

+19.7%

MVALVanEck

+13.9%

+19.7%Year to date+13.9%

−9.6%Worst drop · 1Y−12.2%

14.7%Volatility · 1Y15.2%

1.3%Yield1.5%

$31.8BAssets$3.1M

3–1DFAT wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAT, MVAL, VUG, IWF

1Y

1.53%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.53%$153

DFAT1.32%$132

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$103most kept, MVAL

MVAL$153 − $50 = $103

DFAT$132 − $31 = $101

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAT, MVAL, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFATMVALVUGIWF

DFAT—0.9%0.0%0.0%

MVAL0.9%—8.2%9.2%

VUG0.0%8.2%—78.0%

IWF0.0%9.2%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+24.7%DFAT, at 14.7% volatility

DFATWorst drop−9.6%14.7% vol

MVALWorst drop−12.2%15.2% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

MVALDFAT

+13.9%Year to date+19.7%

1.5%Yield1.3%

+20.3%Past year+24.7%

0.50%Fee0.31%

3–1DFAT wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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DFAT, MVAL, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four