Compare · 3 funds side by side · dividends reinvested

IUSV, DFUV and VTV

IUSViShares×DFUVDimensional×VTVVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

IUSV, DFUV and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.6

Dimensional - US Marketwide Value ETFUS Stock Styles · Value0.21%1.29%+23.2%+28.6%+20.8%[…]−6.0%11.9%$15.6B1.9

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.62%+14.9%+17.7%+17.4%+11.4%−6.4%10.4%$28.1B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: IUSV 2000 · DFUV 1998 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P U.S. Value ETF · $28.1B$17,183

IUSV

DFUV

Dimensional - US Marketwide Value ETF · $15.6B[…]

$10,000 five years ago, dividends reinvested · they hold 51.0% in common

IUSV

More Ways to See the Pairs

IUSV vs DFUV: Top 5 Holdings

Today

IUSV

17.0%in top 5

DFUV

in top 518.4%

IUSVStockDFUV

7.9%AAPLnot top 5

3.8%AMZN5.0%

not top 5JPM4.3%

2.1%XOM3.8%

not top 5BRK-B

Cost, Income and Risk

Fees: IUSV, DFUV, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IUSV0.04%$4

DFUV0.21%$21

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

Yields: IUSV, DFUV, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

DFUV

+14.9%Year to dateJan 1 → Nov 10+23.2%

+17.7%1 yearTotal return+28.6%

+17.4%3 years · per year$10,000 became $16,190 · $17,644+20.8%

+11.4%5 years · per year$10,000 became $17,183 · […][…]

0.04%Expense ratio$4 · $21 a year on $10k · lower is better0.21%

1.62%Trailing 12-mo yield$162 · $129 a year on $10k1.29%

−6.4%Worst dropSmaller is better−6.0%

10.4%VolatilityLower is calmer11.9%

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

3–4DFUV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.2%

not top 5CVX2.1%

1.7%WMTnot top 5

1.5%COSTnot top 5

Held in common51.0%

End-of-day Nov 10, 2026 · share of each fund

IUSV vs DFUV Returns, Every Period

1Y

iSharesIUSV

+17.7%

past year

DFUVDimensional

+28.6%

past year

IUSVDFUVFaded: behind in that period

0–3DFUV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IUSV vs VTV

YTD

iSharesIUSV

+14.9%

VTVVanguard

+21.0%

+14.9%Year to date+21.0%

−6.4%Worst drop · 1Y−6.4%

10.4%Volatility · 1Y10.8%

1.6%Yield1.8%

$28.1BAssets$184B

2–1VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IUSV1.62%$162

DFUV1.29%$129

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

IUSV$162 − $4 = $158

DFUV$129 − $21 = $108

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IUSV, DFUV, VTV

Today

64.1%most shared, IUSV and VTV

IUSVDFUVVTV

IUSV—51.0%64.1%

DFUV51.0%—54.7%

VTV64.1%54.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.6%DFUV, at 11.9% volatility

IUSVWorst drop−6.4%10.4% vol

VTVWorst drop−6.4%10.8% vol

DFUVWorst drop−6.0%11.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFUV

+21.0%Year to date+23.2%

1.8%Yield1.3%

+24.8%Past year+28.6%

0.03%Fee0.21%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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IUSV, DFUV and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three