Compare · 4 funds side by side · dividends reinvested

DFAT, VALQ, VUG and IWF

DFATDimensional×VALQAmerican Century×VUGVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,394VUG · best of the four

Story of the four · IncomeMost incomeVALQ · 1.67% · $167 a year on $10k

Story of the four · RiskSmallest drop

DFAT, VALQ, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.0%+24.8%+16.9%+9.8%−9.6%14.7%$31.7B2.1

American Century STOXX U.S. Quality Value ETFUS Stock Styles · Value0.29%1.67%+10.9%+15.6%+16.0%+9.3%−7.9%11.8%$190M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.3

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 · VALQ 2018 · VUG 2004 · IWF 2000

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 VALQ: Top 5 Holdings

Today

DFAT

3.6%in top 5

VALQ

in top 513.8%

DFATStockVALQ

not top 5HD2.9%

not top 5PG2.8%

not top 5LMT2.7%

not top 5MRK2.7%

not top 5UNH2.7%

Cost, Income and Risk

Fees: DFAT, VALQ, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

VALQ0.29%$29

DFAT0.31%$31

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%

VALQ

American Century STOXX U.S. Quality Value ETF · $190M$15,606

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

DFATMeasureVALQ

+19.0%Year to dateJan 1 → Nov 10+10.9%

+24.8%1 yearTotal return+15.6%

+16.9%3 years · per year$10,000 became $15,988 · $15,589+16.0%

+9.8%5 years · per year$10,000 became $15,937 · $15,606+9.3%

0.31%Expense ratio$31 · $29 a year on $10k · lower is better0.29%

1.33%Trailing 12-mo yield$133 · $167 a year on $10k1.67%

−9.6%Worst dropSmaller is better−7.9%

14.7%VolatilityLower is calmer11.8%

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

4–4Level

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 common6.3%

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

DFAT vs VALQ Returns, Every Period

5Y

DimensionalDFAT

+9.8%

5 years, per year

VALQAmerican Century

+9.3%

5 years, per year

DFATVALQFaded: behind in that period

4–0DFAT wins

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

DFAT vs VALQ

YTD

DimensionalDFAT

+19.0%

VALQAmerican Century

+10.9%

+19.0%Year to date+10.9%

−9.6%Worst drop · 1Y−7.9%

14.7%Volatility · 1Y11.8%

1.3%Yield1.7%

$31.7BAssets$190M

3–1VALQ wins

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

Yields: DFAT, VALQ, VUG, IWF

1Y

1.67%highest, VALQ

FundTrailing yieldYield$10k

VALQ1.67%$167

DFAT1.33%$133

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

1Y

$138most kept, VALQ

VALQ$167 − $29 = $138

DFAT$133 − $31 = $102

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAT, VALQ, VUG, IWF

Today

78.6%most shared, VUG and IWF

DFATVALQVUGIWF

DFAT—6.3%0.0%0.0%

VALQ6.3%—8.6%12.3%

VUG0.0%8.6%—78.6%

IWF0.0%12.3%78.6%—

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

Return vs Bumpiness: 4 ETFs

1Y

+24.8%DFAT, at 14.7% volatility

VALQWorst drop−7.9%11.8% vol

DFATWorst drop−9.6%14.7% vol

VUGWorst drop−15.1%19.1% 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

VALQDFAT

+10.9%Year to date+19.0%

1.7%Yield1.3%

+15.6%Past year+24.8%

0.29%Fee0.31%

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, VALQ, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four