Compare · 3 funds side by side · dividends reinvested

IUSV, DFAT and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,225IUSV · best of the three

Story of the three · IncomeMost incomeIUSV · 1.61% · $161 a year on $10k

Story of the three · RiskSmallest drop

IUSV, DFAT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.61%+15.9%+18.0%+17.8%+11.5%−6.4%10.4%$29.0B1.4

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.8B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: IUSV 2000 · DFAT 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P U.S. Value ETF · $29.0B$17,225

IUSV

DFAT

Dimensional - US Targeted Value ETF · $31.8B$15,714

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

IUSV

More Ways to See the Pairs

IUSV vs DFAT: Top 5 Holdings

Today

IUSV

17.0%in top 5

DFAT

in top 53.6%

IUSVStockDFAT

7.9%AAPLnot top 5

3.9%AMZNnot top 5

2.1%XOMnot top 5

1.7%WMTnot top 5

1.5%COSTnot top 5

Cost, Income and Risk

Fees: IUSV, DFAT, IWF

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

IWF0.18%$18

DFAT0.31%$31

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

Yields: IUSV, DFAT, IWF

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

DFAT

+15.9%Year to dateJan 1 → Nov 11+19.7%

+18.0%1 yearTotal return+24.7%

+17.8%3 years · per year$10,000 became $16,363 · $16,277+17.6%

+11.5%5 years · per year$10,000 became $17,225 · $15,714+9.5%

0.04%Expense ratio$4 · $31 a year on $10k · lower is better0.31%

1.61%Trailing 12-mo yield$161 · $132 a year on $10k1.32%

−6.4%Worst dropSmaller is better−9.6%

10.4%VolatilityLower is calmer14.7%

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

6–2IUSV wins

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

not top 5OVV0.8%

not top 5CNH0.7%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common4.5%

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

IUSV vs DFAT Returns, Every Period

5Y

iSharesIUSV

+11.5%

5 years, per year

DFATDimensional

+9.5%

5 years, per year

IUSVDFATFaded: behind in that period

2–2Level

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

IUSV vs DFAT

YTD

iSharesIUSV

+15.9%

DFATDimensional

+19.7%

+15.9%Year to date+19.7%

−6.4%Worst drop · 1Y−9.6%

10.4%Volatility · 1Y14.7%

1.6%Yield1.3%

$29.0BAssets$31.8B

3–1IUSV wins

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

1Y

1.61%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.61%$161

DFAT1.32%$132

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$157most kept, IUSV

IUSV$161 − $4 = $157

DFAT$132 − $31 = $101

IWF$37 − $18 = $19

KeptFee

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

Overlap: IUSV, DFAT, IWF

Today

24.3%most shared, IUSV and IWF

IUSVDFATIWF

IUSV—4.5%24.3%

DFAT4.5%—0.0%

IWF24.3%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+24.7%DFAT, at 14.7% volatility

IUSVWorst drop−6.4%10.4% vol

DFATWorst drop−9.6%14.7% 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

IUSVDFAT

+15.9%Year to date+19.7%

1.6%Yield1.3%

+18.0%Past year+24.7%

0.04%Fee0.31%

2–2level

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

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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IUSV, DFAT and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three