Compare · 3 funds side by side · dividends reinvested

DFAT, SPVM and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,998SPVM · best of the three

Story of the three · IncomeMost incomeSPVM · 1.79% · $179 a year on $10k

Story of the three · RiskSmallest drop

DFAT, SPVM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Value with Momentum ETFUS Stock Styles · Value0.44%1.79%+17.9%+22.2%+20.9%+11.2%−7.3%11.1%$143M1.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.6B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$124B2.6

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 · SPVM 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAT

SPVM

Invesco S&P 500 Value with Momentum ETF · $143M$16,998

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

DFAT

More Ways to See the Pairs

DFAT vs SPVM: Top 5 Holdings

Today

DFAT

3.6%in top 5

SPVM

in top 58.6%

DFATStockSPVM

not top 5ALL1.8%

not top 5GM1.8%

not top 5PSX1.7%

not top 5TRV1.7%

not top 5UAL1.7%

Cost, Income and Risk

Fees: DFAT, SPVM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAT0.31%$31

SPVM0.44%$44

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

Yields: DFAT, SPVM, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SPVM

+19.7%Year to dateJan 1 → Nov 11+17.9%

+24.7%1 yearTotal return+22.2%

+17.6%3 years · per year$10,000 became $16,277 · $17,662+20.9%

+9.5%5 years · per year$10,000 became $15,714 · $16,999+11.2%

0.31%Expense ratio$31 · $44 a year on $10k · lower is better0.44%

1.32%Trailing 12-mo yield$132 · $179 a year on $10k1.79%

−9.6%Worst dropSmaller is better−7.3%

14.7%VolatilityLower is calmer11.1%

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

3–5SPVM 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 common3.0%

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

DFAT vs SPVM Returns, Every Period

5Y

DimensionalDFAT

+9.5%

5 years, per year

SPVMInvesco

+11.2%

5 years, per year

DFATSPVMFaded: behind in that period

2–2Level

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

DFAT vs SPVM

YTD

DimensionalDFAT

+19.7%

SPVMInvesco

+17.9%

+19.7%Year to date+17.9%

−9.6%Worst drop · 1Y−7.3%

14.7%Volatility · 1Y11.1%

1.3%Yield1.8%

$31.6BAssets$143M

3–1SPVM wins

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

1Y

1.79%highest, SPVM

FundTrailing yieldYield$10k

SPVM1.79%$179

DFAT1.32%$132

IJH1.21%$121

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

Income After Fees on $10,000

1Y

$135most kept, SPVM

SPVM$179 − $44 = $135

IJH$121 − $5 = $116

DFAT$132 − $31 = $101

KeptFee

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

Overlap: DFAT, SPVM, IJH

Today

30.2%most shared, DFAT and IJH

DFATSPVMIJH

DFAT—3.0%30.2%

SPVM3.0%—0.0%

IJH30.2%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

SPVMWorst drop−7.3%11.1% vol

DFATWorst drop−9.6%14.7% vol

IJHWorst drop−8.8%15.7% vol

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

Paid More vs Made More

YTD

SPVMDFAT

+17.9%Year to date+19.7%

1.8%Yield1.3%

+22.2%Past year+24.7%

0.44%Fee0.31%

3–1DFAT 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

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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DFAT, SPVM and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three