Compare · 4 funds side by side · dividends reinvested

FVAL, DFAC, VTV and IWF

FVALFidelity×DFACDimensional×VTVVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,892VTV · best of the four

Story of the four · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the four · RiskSmallest drop

FVAL, DFAC, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.1

Fidelity Value Factor ETFUS Stock Styles · Value0.15%1.50%+14.9%+17.9%+21.3%+12.0%−8.9%12.4%$1.4B2.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: FVAL 2016 · DFAC 2005 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Value Factor ETF · $1.4B$17,645

FVAL

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FVAL vs DFAC: Top 5 Holdings

Today

FVAL

29.1%in top 5

DFAC

in top 519.9%

FVALStockDFAC

8.1%AAPL5.9%

6.4%MSFT4.9%

6.4%NVDA4.4%

4.4%GOOGLnot top 5

3.9%AMZN

Cost, Income and Risk

Fees: FVAL, DFAC, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

FVAL0.15%$15

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

DFAC

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

$10,000 five years ago, dividends reinvested · they hold 41.7% in common

FVALMeasureDFAC

+14.9%Year to dateJan 1 → Nov 11+14.9%

+17.9%1 yearTotal return+16.5%

+21.3%3 years · per year$10,000 became $17,868 · $17,728+21.0%

+12.0%5 years · per year$10,000 became $17,645 · $16,748+10.9%

0.15%Expense ratio$15 · $21 a year on $10k · lower is better0.21%

1.50%Trailing 12-mo yield$150 · $87 a year on $10k0.87%

−8.9%Worst dropSmaller is better−8.5%

12.4%VolatilityLower is calmer13.0%

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

6–1FVAL wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.8%

not top 5META2.0%

Held in common41.7%

End-of-day Nov 11, 2026 · share of each fund

FVAL vs DFAC Returns, Every Period

5Y

FidelityFVAL

+12.0%

5 years, per year

DFACDimensional

+10.9%

5 years, per year

FVALDFACFaded: behind in that period

3–0FVAL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

FVAL vs VTV

YTD

FidelityFVAL

+14.9%

VTVVanguard

+22.3%

+14.9%Year to date+22.3%

−8.9%Worst drop · 1Y−6.4%

12.4%Volatility · 1Y10.8%

1.5%Yield1.8%

$1.4BAssets$184B

4–0VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: FVAL, DFAC, VTV, IWF

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

FVAL1.50%$150

DFAC0.87%$87

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

FVAL$150 − $15 = $135

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FVAL, DFAC, VTV, IWF

Today

43.0%most shared, FVAL and IWF

FVALDFACVTVIWF

FVAL—41.7%31.0%43.0%

DFAC41.7%—37.9%40.2%

VTV31.0%37.9%—11.9%

IWF43.0%40.2%11.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+25.5%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

FVALWorst drop−8.9%12.4% vol

DFACWorst drop−8.5%13.0% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVFVAL

+22.3%Year to date+14.9%

1.8%Yield1.5%

+25.5%Past year+17.9%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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FVAL, DFAC, VTV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four