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$17,178IWD · 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%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.1%+25.0%+19.7%+10.0%−9.6%14.3%$31.7B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: IWD 2000 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.2B$17,178

IWD

DFAT

Dimensional - US Targeted Value ETF · $31.7B$16,134

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

IWDMeasureDFAT

+24.2%Year to dateJan 1 → Nov 3+19.1%

+28.4%1 yearTotal return+25.0%

+23.8%3 years · per year$10,000 became $18,980 · $17,168+19.7%

+11.4%5 years · per year$10,000 became $17,178 · $16,134+10.0%

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

1.37%Trailing 12-mo yield$137 · $133 a year on $10k1.33%

−6.8%Worst dropSmaller is better−9.6%

11.0%VolatilityLower is calmer14.3%

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

8–0IWD wins

End-of-day Nov 3, 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

21.8%in top 5

DFAT

in top 53.7%

IWDStockDFAT

6.0%AAPLnot top 5

5.6%AMZNnot top 5

5.1%MSFTnot top 5

2.7%BRK-Bnot top 5

2.4%JPMnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5APA0.7%

not top 5CNH0.7%

not top 5TOL0.7%

Held in common4.5%

End-of-day Nov 3, 2026 · share of each fund

IWD vs DFAT Returns, Every Period

iSharesIWD

+11.4%

5 years, per year

DFATDimensional

+10.0%

5 years, per year

IWDDFATFaded: behind in that period

4–0IWD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWD vs DFAT

YTD

iSharesIWD

+24.2%

DFATDimensional

+19.1%

+24.2%Year to date+19.1%

−6.8%Worst drop · 1Y−9.6%

11.0%Volatility · 1Y14.3%

1.4%Yield1.3%

$83.2BAssets$31.7B

4–0IWD wins

End-of-day Nov 3, 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 3, 2026 · fee on $10,000 a year

Yields: IWD, DFAT

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

DFAT1.33%$133

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

DFAT$133 − $31 = $102

KeptFee

End-of-day Nov 3, 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 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

IWDWorst drop−6.8%11.0% vol

DFATWorst drop−9.6%14.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFAT

+24.2%Year to date+19.1%

1.4%Yield1.3%

+28.4%Past year+25.0%

0.18%Fee0.31%

4–0IWD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026