Compare · 3 funds side by side · dividends reinvested

GMOV, DFAT and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,499IWF · best of the three

02 / 04

GMOV, DFAT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

GMO US Value ETFUS Stock Styles · Value0.50%1.84%+22.1%+28.8%[…][…]−6.1%10.7%$101M1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.1%+25.0%+19.7%+10.0%−9.6%14.3%$31.7B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.5%−2.9%+22.7%+10.5%−15.6%18.3%$120B2.3

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: GMOV 2024 · DFAT 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Value ETF · $101M[…]

GMOV

DFAT

Dimensional - US Targeted Value ETF · $31.7B$16,134

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

GMOVMeasureDFAT

+22.1%Year to dateJan 1 → Nov 3+19.1%

+28.8%1 yearTotal return+25.0%

[…]3 years · per year$10,000 became […] · $17,168+19.7%

[…]5 years · per year$10,000 became […] · $16,134+10.0%

0.50%Expense ratio$50 · $31 a year on $10k · lower is better0.31%

1.84%Trailing 12-mo yield$184 · $133 a year on $10k1.33%

−6.1%Worst dropSmaller is better−9.6%

10.7%VolatilityLower is calmer14.3%

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

5–1GMOV wins

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

More Ways to See the Pairs

GMOV vs DFAT: Top 5 Holdings

Today

GMOV

21.0%in top 5

DFAT

in top 53.7%

GMOVStockDFAT

7.0%MSFTnot top 5

4.6%METAnot top 5

4.1%XOMnot top 5

2.8%JPMnot top 5

2.6%MRKnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5APA0.7%

not top 5CNH0.7%

not top 5TOL0.7%

Held in common7.3%

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

GMOV vs DFAT Returns, Every Period

GMOGMOV

+28.8%

past year

DFATDimensional

+25.0%

past year

GMOVDFATFaded: behind in that period

2–0GMOV wins

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

GMOV vs DFAT

YTD

GMOGMOV

+22.1%

DFATDimensional

+19.1%

+22.1%Year to date+19.1%

−6.1%Worst drop · 1Y−9.6%

10.7%Volatility · 1Y14.3%

1.8%Yield1.3%

$101MAssets$31.7B

4–0GMOV wins

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

Cost, Income and Risk

Fees: GMOV, DFAT, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAT0.31%$31

GMOV0.50%$50

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

Yields: GMOV, DFAT, IWF

1.84%highest, GMOV

FundTrailing yieldYield$10k

GMOV1.84%$184

DFAT1.33%$133

IWF0.37%$37

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

Income After Fees on $10,000

$134most kept, GMOV

GMOV$184 − $50 = $134

DFAT$133 − $31 = $102

IWF$37 − $18 = $19

KeptFee

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

Overlap: GMOV, DFAT, IWF

Today

11.2%most shared, GMOV and IWF

GMOVDFATIWF

GMOV—7.3%11.2%

DFAT7.3%—0.0%

IWF11.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+28.8%GMOV, at 10.7% volatility

GMOVWorst drop−6.1%10.7% vol

DFATWorst drop−9.6%14.3% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

GMOVDFAT

+22.1%Year to date+19.1%

1.8%Yield1.3%

+28.8%Past year+25.0%

0.50%Fee0.31%

3–1GMOV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

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