Compare · 3 funds side by side · dividends reinvested

DFAT, MVPL and IWF

DFATDimensional×MVPLMiller Value Partners×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

Story of the three · IncomeMost incomeDFAT · 1.32% · $132 a year on $10k

Story of the three · RiskSmallest drop

DFAT, MVPL 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%$31.6B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.1

Miller Value Partners Leverage ETFUS Stock Styles · Value0.88%0.95%+15.4%+13.3%[…][…]−12.4%24.9%$61M2.3

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

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.6B$15,714

DFAT

MVPL

Miller Value Partners Leverage ETF · $61M[…]

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

DFAT

More Ways to See the Pairs

DFAT vs MVPL: Top 5 Holdings

Today

DFAT

3.6%in top 5

MVPL

in top 5100.0%

DFATStockMVPL

not top 5SSO100.0%

0.8%OVVnot top 5

0.7%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

Cost, Income and Risk

Fees: DFAT, MVPL, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAT0.31%$31

MVPL0.88%$88

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

Yields: DFAT, MVPL, IWF

Popular Pairs Near These Three

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%

Measure

MVPL

+19.7%Year to dateJan 1 → Nov 11+15.4%

+24.7%1 yearTotal return+13.3%

+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 · $88 a year on $10k · lower is better0.88%

1.32%Trailing 12-mo yield$132 · $95 a year on $10k0.95%

−9.6%Worst dropSmaller is better−12.4%

14.7%VolatilityLower is calmer24.9%

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

6–0DFAT wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.7%TOLnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

DFAT vs MVPL Returns, Every Period

1Y

DimensionalDFAT

+24.7%

past year

MVPLMiller Value Partners

+13.3%

past year

DFATMVPLFaded: behind in that period

2–0DFAT wins

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

DFAT vs MVPL

YTD

DimensionalDFAT

+19.7%

MVPLMiller Value Partners

+15.4%

+19.7%Year to date+15.4%

−9.6%Worst drop · 1Y−12.4%

14.7%Volatility · 1Y24.9%

1.3%Yield0.9%

$31.6BAssets$60.8M

4–0DFAT wins

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

1Y

1.32%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.32%$132

MVPL0.95%$95

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$101most kept, DFAT

DFAT$132 − $31 = $101

IWF$37 − $18 = $19

MVPL$95 − $88 = $7

KeptFee

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

Overlap: DFAT, MVPL, IWF

Today

0.0%most shared, DFAT and IWF

DFATMVPLIWF

DFAT—0.0%0.0%

MVPL0.0%—0.0%

IWF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+24.7%DFAT, at 14.7% volatility

DFATWorst drop−9.6%14.7% vol

IWFWorst drop−14.6%19.6% vol

MVPLWorst drop−12.4%24.9% vol

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

Paid More vs Made More

YTD

DFATMVPL

+19.7%Year to date+15.4%

1.3%Yield0.9%

+24.7%Past year+13.3%

0.31%Fee0.88%

4–0DFAT 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%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DFAT, MVPL and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three