Compare · 3 funds side by side · dividends reinvested

IUSV, DFAT and VUG

IUSViShares×DFATDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,204IUSV · best of the three

02 / 04

IUSV, DFAT and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.62%+14.7%+18.2%+17.9%+11.5%−6.4%10.4%$28.1B1.6

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.3%+26.4%+18.0%+9.8%−9.6%14.8%$31.7B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: IUSV 2000 · DFAT 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Value ETF · $28.1B$17,204

IUSV

DFAT

Dimensional - US Targeted Value ETF · $31.7B$15,930

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

IUSVMeasureDFAT

+14.7%Year to dateJan 1 → Nov 9+19.3%

+18.2%1 yearTotal return+26.4%

+17.9%3 years · per year$10,000 became $16,382 · $16,444+18.0%

+11.5%5 years · per year$10,000 became $17,204 · $15,930+9.8%

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

1.62%Trailing 12-mo yield$162 · $132 a year on $10k1.32%

−6.4%Worst dropSmaller is better−9.6%

10.4%VolatilityLower is calmer14.8%

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

5–3IUSV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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

3.8%AMZNnot top 5

2.2%XOMnot top 5

1.8%WMTnot top 5

1.5%COSTnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5CNH0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common4.4%

End-of-day Nov 9, 2026 · share of each fund

IUSV vs DFAT Returns, Every Period

iSharesIUSV

+11.5%

5 years, per year

DFATDimensional

+9.8%

5 years, per year

IUSVDFATFaded: behind in that period

1–3DFAT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IUSV vs DFAT

YTD

iSharesIUSV

+14.7%

DFATDimensional

+19.3%

+14.7%Year to date+19.3%

−6.4%Worst drop · 1Y−9.6%

10.4%Volatility · 1Y14.8%

1.6%Yield1.3%

$28.1BAssets$31.7B

3–1IUSV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSV, DFAT, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IUSV0.04%$4

DFAT0.31%$31

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IUSV, DFAT, VUG

1.62%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.62%$162

DFAT1.32%$132

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$158most kept, IUSV

IUSV$162 − $4 = $158

DFAT$132 − $31 = $101

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IUSV, DFAT, VUG

Today

24.6%most shared, IUSV and VUG

IUSVDFATVUG

IUSV—4.4%24.6%

DFAT4.4%—0.0%

VUG24.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.4%DFAT, at 14.8% volatility

IUSVWorst drop−6.4%10.4% vol

DFATWorst drop−9.6%14.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVDFAT

+14.7%Year to date+19.3%

1.6%Yield1.3%

+18.2%Past year+26.4%

0.04%Fee0.31%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026