Compare · 3 funds side by side · dividends reinvested

DFAT, VLU and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,925VLU · best of the three

Story of the three · IncomeMost incomeVLU · 1.59% · $159 a year on $10k

Story of the three · RiskSmallest drop

DFAT, VLU and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 1500 Value Tilt ETFUS Stock Styles · Value0.12%1.59%+20.3%+23.4%+22.1%+12.4%−6.3%10.9%$790M1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.6B2.1

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 · VLU 2012 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAT

VLU

State Street SPDR S&P 1500 Value Tilt ETF · $790M$17,925

$10,000 five years ago, dividends reinvested · they hold 10.8% in common

DFAT

More Ways to See the Pairs

DFAT vs VLU: Top 5 Holdings

Today

DFAT

3.6%in top 5

VLU

in top 512.5%

DFATStockVLU

not top 5MSFT3.2%

not top 5BRK-B2.9%

not top 5AMZN2.9%

not top 5AAPL2.2%

not top 5JPM1.4%

Cost, Income and Risk

Fees: DFAT, VLU, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

VLU0.12%$12

DFAT0.31%$31

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

Yields: DFAT, VLU, 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

VLU

+19.7%Year to dateJan 1 → Nov 11+20.3%

+24.7%1 yearTotal return+23.4%

+17.6%3 years · per year$10,000 became $16,277 · $18,215+22.1%

+9.5%5 years · per year$10,000 became $15,714 · $17,925+12.4%

0.31%Expense ratio$31 · $12 a year on $10k · lower is better0.12%

1.32%Trailing 12-mo yield$132 · $159 a year on $10k1.59%

−9.6%Worst dropSmaller is better−6.3%

14.7%VolatilityLower is calmer10.9%

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

1–7VLU 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 common10.8%

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

DFAT vs VLU Returns, Every Period

5Y

DimensionalDFAT

+9.5%

5 years, per year

VLUSPDR

+12.4%

5 years, per year

DFATVLUFaded: behind in that period

1–3VLU wins

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

DFAT vs VLU

YTD

DimensionalDFAT

+19.7%

VLUSPDR

+20.3%

+19.7%Year to date+20.3%

−9.6%Worst drop · 1Y−6.3%

14.7%Volatility · 1Y10.9%

1.3%Yield1.6%

$31.6BAssets$790M

4–0VLU wins

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

1Y

1.59%highest, VLU

FundTrailing yieldYield$10k

VLU1.59%$159

DFAT1.32%$132

IJH1.21%$121

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

Income After Fees on $10,000

1Y

$147most kept, VLU

VLU$159 − $12 = $147

IJH$121 − $5 = $116

DFAT$132 − $31 = $101

KeptFee

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

Overlap: DFAT, VLU, IJH

Today

30.2%most shared, DFAT and IJH

DFATVLUIJH

DFAT—10.8%30.2%

VLU10.8%—8.8%

IJH30.2%8.8%—

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

VLUWorst drop−6.3%10.9% 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

VLUDFAT

+20.3%Year to date+19.7%

1.6%Yield1.3%

+23.4%Past year+24.7%

0.12%Fee0.31%

3–1VLU 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, VLU and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three