Compare · 3 funds side by side · dividends reinvested

IWD, DFAT and VTV

IWDiShares×DFATDimensional×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

IWD, DFAT and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.4

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$82.9B1.6

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+16.6%+22.1%+18.1%+9.8%−9.6%14.6%$30.8B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWD 2000 · DFAT 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $82.9B$17,201

IWD

DFAT

Dimensional - US Targeted Value ETF · $30.8B$15,924

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

IWDMeasureDFAT

+23.7%Year to dateJan 1 → Nov 6+16.6%

+28.0%1 yearTotal return+22.1%

+22.7%3 years · per year$10,000 became $18,455 · $16,470+18.1%

+11.5%5 years · per year$10,000 became $17,201 · $15,924+9.8%

0.18%Expense ratio$18 · $31 a year on $10k · lower is better0.31%

1.37%Trailing 12-mo yield$137 · $135 a year on $10k1.35%

−6.8%Worst dropSmaller is better−9.6%

11.6%VolatilityLower is calmer14.6%

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

8–0IWD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWD vs DFAT: Top 5 Holdings

Today

IWD

22.6%in top 5

DFAT

in top 53.6%

IWDStockDFAT

6.1%AMZNnot top 5

6.0%AAPLnot top 5

5.3%MSFTnot top 5

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5CNH0.7%

not top 5TOL0.7%

Held in common4.4%

End-of-day Nov 6, 2026 · share of each fund

IWD vs DFAT Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

DFATDimensional

+9.8%

5 years, per year

IWDDFATFaded: behind in that period

4–0IWD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWD vs VTV

YTD

iSharesIWD

+23.7%

VTVVanguard

+18.5%

+23.7%Year to date+18.5%

−6.8%Worst drop · 1Y−6.4%

11.6%Volatility · 1Y10.7%

1.4%Yield1.9%

$82.9BAssets$184B

3–1VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, DFAT, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWD0.18%$18

DFAT0.31%$31

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWD, DFAT, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IWD1.37%$137

DFAT1.35%$135

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWD$137 − $18 = $119

DFAT$135 − $31 = $104

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWD, DFAT, VTV

Today

63.2%most shared, IWD and VTV

IWDDFATVTV

IWD—4.4%63.2%

DFAT4.4%—0.0%

VTV63.2%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.0%IWD, at 11.6% volatility

VTVWorst drop−6.4%10.7% vol

IWDWorst drop−6.8%11.6% vol

DFATWorst drop−9.6%14.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWD

+18.5%Year to date+23.7%

1.9%Yield1.4%

+22.9%Past year+28.0%

0.03%Fee0.18%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026