Compare · 4 funds side by side · dividends reinvested

DFAT, PVAL, IWF and VO

DFATDimensional×PVALFranklin Templeton×IWFiShares×VOVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,124PVAL · best of the four

Story of the four · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the four · RiskSmallest drop

DFAT, PVAL, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.87%+21.3%+27.4%+24.7%+16.1%−7.2%11.6%$15.5B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B2.4

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.0%+24.8%+16.9%+9.8%−9.6%14.7%$31.7B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAT 2000 · PVAL 2021 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.7B$15,937

DFAT

More Ways to See the Pairs

DFAT vs PVAL: Top 5 Holdings

Today

DFAT

3.6%in top 5

PVAL

in top 528.4%

DFATStockPVAL

not top 5MSFT9.5%

not top 5AAPL7.2%

not top 5AMZN4.6%

not top 5XOM3.9%

not top 5C3.2%

Cost, Income and Risk

Fees: DFAT, PVAL, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAT0.31%$31

PVAL0.56%$56

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

PVAL

Putnam Focused Large Cap Value ETF · $15.5B$21,124

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

DFATMeasurePVAL

+19.0%Year to dateJan 1 → Nov 10+21.3%

+24.8%1 yearTotal return+27.4%

+16.9%3 years · per year$10,000 became $15,988 · $19,399+24.7%

+9.8%5 years · per year$10,000 became $15,937 · $21,124+16.1%

0.31%Expense ratio$31 · $56 a year on $10k · lower is better0.56%

1.33%Trailing 12-mo yield$133 · $87 a year on $10k0.87%

−9.6%Worst dropSmaller is better−7.2%

14.7%VolatilityLower is calmer11.6%

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

2–6PVAL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%CNHnot top 5

0.7%OVVnot top 5

0.7%BALLnot top 5

0.7%TOLnot top 5

0.7%SJMnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

DFAT vs PVAL Returns, Every Period

5Y

DimensionalDFAT

+9.8%

5 years, per year

PVALFranklin Templeton

+16.1%

5 years, per year

DFATPVALFaded: behind in that period

0–4PVAL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAT vs VO

YTD

DimensionalDFAT

+19.0%

VOVanguard

+13.6%

+19.0%Year to date+13.6%

−9.6%Worst drop · 1Y−8.2%

14.7%Volatility · 1Y13.0%

1.3%Yield1.4%

$31.7BAssets$103B

3–1VO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: DFAT, PVAL, IWF, VO

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAT1.33%$133

PVAL0.87%$87

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

DFAT$133 − $31 = $102

PVAL$87 − $56 = $31

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAT, PVAL, IWF, VO

Today

17.3%most shared, PVAL and IWF

DFATPVALIWFVO

DFAT—0.0%0.0%0.0%

PVAL0.0%—17.3%6.2%

IWF0.0%17.3%—9.3%

VO0.0%6.2%9.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+27.4%PVAL, at 11.6% volatility

PVALWorst drop−7.2%11.6% vol

VOWorst drop−8.2%13.0% vol

DFATWorst drop−9.6%14.7% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOPVAL

+13.6%Year to date+21.3%

1.4%Yield0.9%

+14.4%Past year+27.4%

0.03%Fee0.56%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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DFAT, PVAL, IWF and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four