Compare · 3 funds side by side · dividends reinvested

DFUV, DFAT and IWF

DFUVDimensional×DFATDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,974DFAT · best of the three

02 / 04

DFUV, DFAT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Marketwide Value ETFUS Stock Styles · Value0.21%1.32%+20.5%+27.1%+21.6%[…]−6.0%11.8%$15.3B1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+17.0%+23.5%+18.5%+9.8%−9.6%14.7%$31.1B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFUV 1998 · DFAT 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Marketwide Value ETF · $15.3B[…]

DFUV

DFAT

Dimensional - US Targeted Value ETF · $31.1B$15,974

$10,000 five years ago, dividends reinvested · they hold 13.0% in common

DFUVMeasureDFAT

+20.5%Year to dateJan 1 → Nov 5+17.0%

+27.1%1 yearTotal return+23.5%

+21.6%3 years · per year$10,000 became $17,966 · $16,661+18.5%

[…]5 years · per year$10,000 became […] · $15,974+9.8%

0.21%Expense ratio$21 · $31 a year on $10k · lower is better0.31%

1.32%Trailing 12-mo yield$132 · $135 a year on $10k1.35%

−6.0%Worst dropSmaller is better−9.6%

11.8%VolatilityLower is calmer14.7%

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

6–1DFUV wins

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

More Ways to See the Pairs

DFUV vs DFAT: Top 5 Holdings

Today

DFUV

18.5%in top 5

DFAT

in top 53.5%

DFUVStockDFAT

4.9%AMZNnot top 5

4.4%JPMnot top 5

3.9%XOMnot top 5

3.2%BRK-Bnot top 5

2.2%CVXnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5CNH0.7%

not top 5TOL0.7%

not top 5SJM0.7%

Held in common13.0%

End-of-day Nov 5, 2026 · share of each fund

DFUV vs DFAT Returns, Every Period

DimensionalDFUV

+27.1%

past year

DFATDimensional

+23.5%

past year

DFUVDFATFaded: behind in that period

3–0DFUV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFUV vs DFAT

YTD

DimensionalDFUV

+20.5%

DFATDimensional

+17.0%

+20.5%Year to date+17.0%

−6.0%Worst drop · 1Y−9.6%

11.8%Volatility · 1Y14.7%

1.3%Yield1.3%

$15.3BAssets$31.1B

3–0DFUV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFUV, DFAT, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFUV0.21%$21

DFAT0.31%$31

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFUV, DFAT, IWF

1.35%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.35%$135

DFUV1.32%$132

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, DFUV

DFUV$132 − $21 = $111

DFAT$135 − $31 = $104

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFUV, DFAT, IWF

Today

13.0%most shared, DFUV and DFAT

DFUVDFATIWF

DFUV—13.0%5.2%

DFAT13.0%—0.0%

IWF5.2%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.1%DFUV, at 11.8% volatility

DFUVWorst drop−6.0%11.8% vol

DFATWorst drop−9.6%14.7% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFATDFUV

+17.0%Year to date+20.5%

1.3%Yield1.3%

+23.5%Past year+27.1%

0.31%Fee0.21%

3–0DFUV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026