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$17,040SPVM · 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%+21.1%+21.5%+11.2%−7.3%11.2%$144M1.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.6B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$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 13, 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$15,377

DFAT

SPVM

Invesco S&P 500 Value with Momentum ETF · $144M$17,040

$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 58.8%

DFATStockSPVM

not top 5ALL1.8%

not top 5PSX1.8%

not top 5MPC1.7%

not top 5TRV1.7%

not top 5GM1.7%

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 13, 2026 · fee on $10,000 a year

Yields: DFAT, SPVM, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

SPVM

+18.8%Year to dateJan 1 → Nov 13+17.9%

+22.8%1 yearTotal return+21.1%

+18.0%3 years · per year$10,000 became $16,427 · $17,936+21.5%

+9.0%5 years · per year$10,000 became $15,377 · $17,040+11.2%

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

1.33%Trailing 12-mo yield$133 · $179 a year on $10k1.79%

−9.6%Worst dropSmaller is better−7.3%

14.8%VolatilityLower is calmer11.2%

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

3–5SPVM wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%OVVnot top 5

0.8%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 13, 2026 · share of each fund

DFAT vs SPVM Returns, Every Period

5Y

DimensionalDFAT

+9.0%

5 years, per year

SPVMInvesco

+11.2%

5 years, per year

DFATSPVMFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAT vs SPVM

YTD

DimensionalDFAT

+18.8%

SPVMInvesco

+17.9%

+18.8%Year to date+17.9%

−9.6%Worst drop · 1Y−7.3%

14.8%Volatility · 1Y11.2%

1.3%Yield1.8%

$31.6BAssets$144M

3–1SPVM wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.79%highest, SPVM

FundTrailing yieldYield$10k

SPVM1.79%$179

DFAT1.33%$133

IJH1.22%$122

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$135most kept, SPVM

SPVM$179 − $44 = $135

IJH$122 − $5 = $117

DFAT$133 − $31 = $102

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAT, SPVM, IJH

Today

30.1%most shared, DFAT and IJH

DFATSPVMIJH

DFAT—3.0%30.1%

SPVM3.0%—0.0%

IJH30.1%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.8%DFAT, at 14.8% volatility

SPVMWorst drop−7.3%11.2% vol

DFATWorst drop−9.6%14.8% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SPVMDFAT

+17.9%Year to date+18.8%

1.8%Yield1.3%

+21.1%Past year+22.8%

0.44%Fee0.31%

3–1DFAT wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 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