Compare · 2 funds side by side · dividends reinvested

EVUS and DFAT

EVUSiShares×DFATDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,744DFAT · best of the two

02 / 04

EVUS and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware MSCI USA Value ETFUS Stock Styles · Value0.18%1.38%+20.6%+24.3%+21.3%[…]−7.7%10.7%$392M1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.31%+20.6%+26.4%+20.0%+10.9%−9.6%14.3%$31.7B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: EVUS 2023 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Value ETF · $392M[…]

EVUS

DFAT

Dimensional - US Targeted Value ETF · $31.7B$16,744

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

EVUSMeasureDFAT

+20.6%Year to dateJan 1 → Nov 4+20.6%

+24.3%1 yearTotal return+26.4%

+21.3%3 years · per year$10,000 became $17,838 · $17,261+20.0%

[…]5 years · per year$10,000 became […] · $16,744+10.9%

0.18%Expense ratio$18 · $31 a year on $10k · lower is better0.31%

1.38%Trailing 12-mo yield$138 · $131 a year on $10k1.31%

−7.7%Worst dropSmaller is better−9.6%

10.7%VolatilityLower is calmer14.3%

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

5–1EVUS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EVUS vs DFAT: Top 5 Holdings

Today

EVUS

21.9%in top 5

DFAT

in top 53.6%

EVUSStockDFAT

10.8%MSFTnot top 5

3.9%METAnot top 5

2.8%MUnot top 5

2.5%JPMnot top 5

1.9%XOMnot top 5

not top 5OVV0.8%

not top 5CNH0.7%

not top 5APA0.7%

not top 5BALL0.7%

not top 5TOL0.7%

Held in common0.5%

End-of-day Nov 4, 2026 · share of each fund

EVUS vs DFAT Returns, Every Period

iSharesEVUS

+24.3%

past year

DFATDimensional

+26.4%

past year

EVUSDFATFaded: behind in that period

1–1Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EVUS vs DFAT

YTD

iSharesEVUS

+20.6%

DFATDimensional

+20.6%

+20.6%Year to date+20.6%

−7.7%Worst drop · 1Y−9.6%

10.7%Volatility · 1Y14.3%

1.4%Yield1.3%

$392MAssets$31.7B

3–0EVUS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVUS, DFAT

Today

0.18%lowest, EVUS

FundExpense ratioFee$10k

EVUS0.18%$18

DFAT0.31%$31

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EVUS, DFAT

1.38%highest, EVUS

FundTrailing yieldYield$10k

EVUS1.38%$138

DFAT1.31%$131

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, EVUS

EVUS$138 − $18 = $120

DFAT$131 − $31 = $100

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EVUS, DFAT

Today

0.5%most shared, EVUS and DFAT

EVUSDFAT

EVUS—0.5%

DFAT0.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.4%DFAT, at 14.3% volatility

EVUSWorst drop−7.7%10.7% vol

DFATWorst drop−9.6%14.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EVUSDFAT

+20.6%Year to date+20.6%

1.4%Yield1.3%

+24.3%Past year+26.4%

0.18%Fee0.31%

2–1EVUS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026