Compare · 3 funds side by side · dividends reinvested

JVAL, DFAT and IWF

JVALJ.P. Morgan×DFATDimensional×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,398JVAL · best of the three

Story of the three · IncomeMost incomeJVAL · 1.59% · $159 a year on $10k

Story of the three · RiskSmallest drop

JVAL, DFAT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Value Factor ETFUS Stock Styles · Value0.12%1.59%+20.9%+23.9%+21.9%+11.7%−8.5%14.8%$1.1B1.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.8B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: JVAL 2017 · DFAT 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.8B$15,633

DFAT

IWF

iShares Russell 1000 Growth ETF · $119B$15,697

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFAT

More Ways to See the Pairs

DFAT vs IWF: Top 5 Holdings

Today

DFAT

3.6%in top 5

IWF

in top 538.2%

DFATStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: JVAL, DFAT, IWF

Today

0.12%lowest, JVAL

FundExpense ratioFee$10k

JVAL0.12%$12

IWF0.18%$18

DFAT0.31%$31

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JVAL, DFAT, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

IWF

+18.5%Year to dateJan 1 → Nov 12−1.5%

+22.9%1 yearTotal return−3.0%

+17.5%3 years · per year$10,000 became $16,236 · $16,957+19.2%

+9.3%5 years · per year$10,000 became $15,633 · $15,697+9.4%

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

1.33%Trailing 12-mo yield$133 · $37 a year on $10k0.37%

−9.6%Worst dropSmaller is better−14.6%

14.8%VolatilityLower is calmer19.6%

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

5–3DFAT wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

0.8%OVVnot top 5

0.8%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

DFAT vs IWF Returns, Every Period

5Y

DimensionalDFAT

+9.3%

5 years, per year

IWFiShares

+9.4%

5 years, per year

DFATIWFFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAT vs JVAL

YTD

DimensionalDFAT

+18.5%

JVALJ.P. Morgan

+20.9%

+18.5%Year to date+20.9%

−9.6%Worst drop · 1Y−8.5%

14.8%Volatility · 1Y14.8%

1.3%Yield1.6%

$31.8BAssets$1.1B

3–0JVAL wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.59%highest, JVAL

FundTrailing yieldYield$10k

JVAL1.59%$159

DFAT1.33%$133

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$147most kept, JVAL

JVAL$159 − $12 = $147

DFAT$133 − $31 = $102

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JVAL, DFAT, IWF

Today

22.7%most shared, JVAL and IWF

JVALDFATIWF

JVAL—16.9%22.7%

DFAT16.9%—0.0%

IWF22.7%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.9%JVAL, at 14.8% volatility

DFATWorst drop−9.6%14.8% vol

JVALWorst drop−8.5%14.8% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JVALDFAT

+20.9%Year to date+18.5%

1.6%Yield1.3%

+23.9%Past year+22.9%

0.12%Fee0.31%

4–0JVAL wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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JVAL, DFAT and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three