Compare · 2 funds side by side · dividends reinvested

IWD and DFAT

IWDiShares×DFATDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,246IWD · best of the two

02 / 04

IWD and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$85.3B1.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+17.0%+23.5%+18.5%+9.8%−9.6%14.7%$32.1B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IWD 2000 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $32.1B$15,974

DFAT

IWD

iShares Russell 1000 Value ETF · $85.3B$17,246

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

DFATMeasureIWD

+17.0%Year to dateJan 1 → Nov 5+24.1%

+23.5%1 yearTotal return+29.3%

+18.5%3 years · per year$10,000 became $16,661 · $18,611+23.0%

+9.8%5 years · per year$10,000 became $15,974 · $17,246+11.5%

0.31%Expense ratio$31 · $18 a year on $10k · lower is better0.18%

1.35%Trailing 12-mo yield$135 · $137 a year on $10k1.37%

−9.6%Worst dropSmaller is better−6.8%

14.7%VolatilityLower is calmer11.6%

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

0–8IWD wins

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

More Ways to See the Pairs

DFAT vs IWD: Top 5 Holdings

Today

DFAT

3.5%in top 5

IWD

in top 522.6%

DFATStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.3%

not top 5BRK-B2.8%

not top 5JPM2.4%

0.8%OVVnot top 5

0.7%BALLnot top 5

0.7%CNHnot top 5

0.7%TOLnot top 5

0.7%SJMnot top 5

Held in common4.5%

End-of-day Nov 5, 2026 · share of each fund

DFAT vs IWD Returns, Every Period

DimensionalDFAT

+9.8%

5 years, per year

IWDiShares

+11.5%

5 years, per year

DFATIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAT vs IWD

YTD

DimensionalDFAT

+17.0%

IWDiShares

+24.1%

+17.0%Year to date+24.1%

−9.6%Worst drop · 1Y−6.8%

14.7%Volatility · 1Y11.6%

1.3%Yield1.4%

$32.1BAssets$85.3B

4–0IWD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, DFAT

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

DFAT0.31%$31

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWD, DFAT

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

DFAT1.35%$135

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

DFAT$135 − $31 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWD, DFAT

Today

4.5%most shared, IWD and DFAT

IWDDFAT

IWD—4.5%

DFAT4.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.3%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

DFATWorst drop−9.6%14.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFAT

+24.1%Year to date+17.0%

1.4%Yield1.3%

+29.3%Past year+23.5%

0.18%Fee0.31%

4–0IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026