Compare · 4 funds side by side · dividends reinvested

DFAT, VLU, VUG and IWF

DFATDimensional×VLUSPDR×VUGVanguard×IWFiShares×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,782VLU · best of the four

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

Story of the four · RiskSmallest drop

DFAT, VLU, VUG and IWF, 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%+19.9%+22.0%+22.2%+12.2%−6.3%10.9%$794M1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.6B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$221B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B3.5

Rank among the four1st → 4thFee, 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 · VLU 2012 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.6B$15,377

DFAT

More Ways to See the Pairs

DFAT vs VUG: Top 5 Holdings

Today

DFAT

3.6%in top 5

VUG

in top 545.2%

DFATStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: DFAT, VLU, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VLU0.12%$12

IWF0.18%$18

DFAT0.31%$31

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$221BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VUG

Vanguard Morningstar Growth ETF · $221B$16,151

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

DFATMeasureVUG

+18.8%Year to dateJan 1 → Nov 13+3.9%

+22.8%1 yearTotal return+2.8%

+18.0%3 years · per year$10,000 became $16,427 · $17,979+21.6%

+9.0%5 years · per year$10,000 became $15,377 · $16,151+10.1%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

1.33%Trailing 12-mo yield$133 · $41 a year on $10k0.41%

−9.6%Worst dropSmaller is better−15.1%

14.8%VolatilityLower is calmer19.1%

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

5–3DFAT wins

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

4.3%

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 common0.0%

End-of-day Nov 13, 2026 · share of each fund

DFAT vs VUG Returns, Every Period

5Y

DimensionalDFAT

+9.0%

5 years, per year

VUGVanguard

+10.1%

5 years, per year

DFATVUGFaded: behind in that period

2–2Level

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

DFAT vs VLU

YTD

DimensionalDFAT

+18.8%

VLUSPDR

+19.9%

+18.8%Year to date+19.9%

−9.6%Worst drop · 1Y−6.3%

14.8%Volatility · 1Y10.9%

1.3%Yield1.6%

$31.6BAssets$794M

4–0VLU wins

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

Yields: DFAT, VLU, VUG, IWF

1Y

1.59%highest, VLU

FundTrailing yieldYield$10k

VLU1.59%$159

DFAT1.33%$133

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

1Y

$147most kept, VLU

VLU$159 − $12 = $147

DFAT$133 − $31 = $102

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAT, VLU, VUG, IWF

Today

77.8%most shared, VUG and IWF

DFATVLUVUGIWF

DFAT—10.7%0.0%0.0%

VLU10.7%—21.7%24.6%

VUG0.0%21.7%—77.8%

IWF0.0%24.6%77.8%—

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

Return vs Bumpiness: 4 ETFs

1Y

+22.8%DFAT, at 14.8% volatility

VLUWorst drop−6.3%10.9% vol

DFATWorst drop−9.6%14.8% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

VLUDFAT

+19.9%Year to date+18.8%

1.6%Yield1.3%

+22.0%Past year+22.8%

0.12%Fee0.31%

3–1VLU wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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DFAT, VLU, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four