Compare · 3 funds side by side · dividends reinvested

DVAL, URTH and IEFA

DVALFranklin Templeton×URTHiShares×IEFAiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,581URTH · best of the three

02 / 04

DVAL, URTH and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BrandywineGLOBAL-Dynamic US Large Cap Value ETFInternational · Global0.49%5.15%+13.0%+15.5%+15.0%[…]−6.2%10.4%$60M1.6

iShares MSCI World ETFInternational · Global0.24%1.39%+10.7%+12.0%+23.0%+10.6%−9.1%13.0%$9.1B2.0

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.42%+9.2%+13.0%+20.1%+8.1%−11.5%15.8%$189B2.3

Rank among the three1st → 3rdFee, 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: DVAL 2006 · URTH 2012 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M[…]

DVAL

URTH

iShares MSCI World ETF · $9.1B$16,581

$10,000 five years ago, dividends reinvested

DVALMeasureURTH

+13.0%Year to dateJan 1 → Nov 3+10.7%

+15.5%1 yearTotal return+12.0%

+15.0%3 years · per year$10,000 became $15,218 · $18,588+23.0%

[…]5 years · per year$10,000 became […] · $16,581+10.6%

0.49%Expense ratio$49 · $24 a year on $10k · lower is better0.24%

5.15%Trailing 12-mo yield$515 · $139 a year on $10k1.39%

−6.2%Worst dropSmaller is better−9.1%

10.4%VolatilityLower is calmer13.0%

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

5–2DVAL wins

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

More Ways to See the Pairs

DVAL vs URTH: Top 5 Holdings

Today

DVAL

[…]in top 5

URTH

in top 519.4%

DVALStockURTH

not top 5AAPL5.6%

not top 5NVDA5.2%

not top 5MSFT4.1%

not top 5AMZN2.6%

not top 5GOOGL1.8%

Held in common[…]

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

DVAL vs URTH Returns, Every Period

Franklin TempletonDVAL

+15.5%

past year

URTHiShares

+12.0%

past year

DVALURTHFaded: behind in that period

2–1DVAL wins

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

DVAL vs IEFA

YTD

Franklin TempletonDVAL

+13.0%

IEFAiShares

+9.2%

+13.0%Year to date+9.2%

−6.2%Worst drop · 1Y−11.5%

10.4%Volatility · 1Y15.8%

5.2%Yield3.4%

$59.8MAssets$189B

4–0DVAL wins

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

Cost, Income and Risk

Fees: DVAL, URTH, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

URTH0.24%$24

DVAL0.49%$49

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

Yields: DVAL, URTH, IEFA

5.15%highest, DVAL

FundTrailing yieldYield$10k

DVAL5.15%$515

IEFA3.42%$342

URTH1.39%$139

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

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

IEFA$342 − $7 = $335

URTH$139 − $24 = $115

KeptFee

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

Overlap: DVAL, URTH, IEFA

Today

23.7%most shared, URTH and IEFA

DVALURTHIEFA

DVAL—[…][…]

URTH[…]—23.7%

IEFA[…]23.7%—

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

Return vs Bumpiness: 3 ETFs

+15.5%DVAL, at 10.4% volatility

DVALWorst drop−6.2%10.4% vol

URTHWorst drop−9.1%13.0% vol

IEFAWorst drop−11.5%15.8% vol

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

Paid More vs Made More

YTD

DVALURTH

+13.0%Year to date+10.7%

5.2%Yield1.4%

+15.5%Past year+12.0%

0.49%Fee0.24%

3–1DVAL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

VEA vs IEFA

YTD

VanguardVEA

+12.1%

IEFAiShares

+9.2%

+12.1%Year to date+9.2%

2.5%Yield3.4%

$232BAssets$189B

1–1level

End-of-day Nov 3, 2026

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