Compare · 2 funds side by side · dividends reinvested

DFLV and IUSV

DFLVDimensional×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,016IUSV · best of the two

02 / 04

DFLV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Large Cap Value ETFUS Stock Styles · Value0.21%1.36%+23.3%+29.1%+23.4%[…]−5.5%10.6%$7.4B1.4

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFLV 2022 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Large Cap Value ETF · $7.4B[…]

DFLV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,016

$10,000 five years ago, dividends reinvested · they hold 46.4% in common

DFLVMeasureIUSV

+23.3%Year to dateJan 1 → Nov 3+13.8%

+29.1%1 yearTotal return+16.1%

+23.4%3 years · per year$10,000 became $18,797 · $17,084+19.5%

[…]5 years · per year$10,000 became […] · $17,016+11.2%

0.21%Expense ratio$21 · $4 a year on $10k · lower is better0.04%

1.36%Trailing 12-mo yield$136 · $164 a year on $10k1.64%

−5.5%Worst dropSmaller is better−6.4%

10.6%VolatilityLower is calmer9.6%

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

4–3DFLV wins

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

More Ways to See the Pairs

DFLV vs IUSV: Top 5 Holdings

Today

DFLV

17.4%in top 5

IUSV

in top 516.8%

DFLVStockIUSV

not top 5AAPL7.8%

4.7%AMZN3.4%

4.5%JPMnot top 5

4.0%XOM2.4%

2.1%CVX1.4%

2.1%BRK-Bnot top 5

not top 5WMT1.7%

Held in common46.4%

End-of-day Nov 3, 2026 · share of each fund

DFLV vs IUSV Returns, Every Period

DimensionalDFLV

+29.1%

past year

IUSViShares

+16.1%

past year

DFLVIUSVFaded: behind in that period

3–0DFLV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFLV vs IUSV

YTD

DimensionalDFLV

+23.3%

IUSViShares

+13.8%

+23.3%Year to date+13.8%

−5.5%Worst drop · 1Y−6.4%

10.6%Volatility · 1Y9.6%

1.4%Yield1.6%

$7.4BAssets$28.4B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFLV, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

DFLV0.21%$21

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFLV, IUSV

1.64%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.64%$164

DFLV1.36%$136

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

DFLV$136 − $21 = $115

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFLV, IUSV

Today

46.4%most shared, DFLV and IUSV

DFLVIUSV

DFLV—46.4%

IUSV46.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.1%DFLV, at 10.6% volatility

IUSVWorst drop−6.4%9.6% vol

DFLVWorst drop−5.5%10.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVDFLV

+13.8%Year to date+23.3%

1.6%Yield1.4%

+16.1%Past year+29.1%

0.04%Fee0.21%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026