Compare · 4 funds side by side · dividends reinvested

LSVD, DFAT, VO and IWF

LSVDLSV×DFATDimensional×VOVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,937DFAT · best of the four

Story of the four · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the four · RiskSmallest drop

LSVD, DFAT, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B2.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.0%+24.8%+16.9%+9.8%−9.6%14.7%$31.6B2.1

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.28%+17.0%+22.0%[…][…]−8.1%14.1%$648M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B3.0

Rank among the four1st → 4thFee, 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: LSVD 2024 · DFAT 2000 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

LSV Disciplined Value ETF · $648M[…]

LSVD

More Ways to See the Pairs

LSVD vs DFAT: Top 5 Holdings

Today

LSVD

22.6%in top 5

DFAT

in top 53.6%

LSVDStockDFAT

6.2%AAPLnot top 5

5.5%NVDAnot top 5

4.1%AMZNnot top 5

3.7%MSFTnot top 5

3.2%GOOGLnot top 5

Cost, Income and Risk

Fees: LSVD, DFAT, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAT0.31%$31

LSVD0.40%$40

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

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%

DFAT

Dimensional - US Targeted Value ETF · $31.6B$15,937

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

LSVDMeasureDFAT

+17.0%Year to dateJan 1 → Nov 10+19.0%

+22.0%1 yearTotal return+24.8%

[…]3 years · per year$10,000 became […] · $15,988+16.9%

[…]5 years · per year$10,000 became […] · $15,937+9.8%

0.40%Expense ratio$40 · $31 a year on $10k · lower is better0.31%

0.28%Trailing 12-mo yield$28 · $133 a year on $10k1.33%

−8.1%Worst dropSmaller is better−9.6%

14.1%VolatilityLower is calmer14.7%

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

2–4DFAT wins

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

not top 5CNH0.8%

not top 5OVV0.7%

not top 5BALL0.7%

not top 5TOL0.7%

not top 5SJM0.7%

Held in common7.1%

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

LSVD vs DFAT Returns, Every Period

1Y

LSVLSVD

+22.0%

past year

DFATDimensional

+24.8%

past year

LSVDDFATFaded: behind in that period

0–2DFAT wins

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

LSVD vs VO

YTD

LSVLSVD

+17.0%

VOVanguard

+13.6%

+17.0%Year to date+13.6%

−8.1%Worst drop · 1Y−8.2%

14.1%Volatility · 1Y13.0%

0.3%Yield1.4%

$648MAssets$103B

2–2level

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

Yields: LSVD, DFAT, VO, IWF

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAT1.33%$133

IWF0.38%$38

LSVD0.28%$28

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

DFAT$133 − $31 = $102

IWF$38 − $18 = $20

LSVD$28 − $40 = −$12

KeptFee

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

Overlap: LSVD, DFAT, VO, IWF

Today

33.2%most shared, LSVD and IWF

LSVDDFATVOIWF

LSVD—7.1%10.0%33.2%

DFAT7.1%—0.0%0.0%

VO10.0%0.0%—9.3%

IWF33.2%0.0%9.3%—

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

Return vs Bumpiness: 4 ETFs

1Y

+24.8%DFAT, at 14.7% volatility

VOWorst drop−8.2%13.0% vol

LSVDWorst drop−8.1%14.1% vol

DFATWorst drop−9.6%14.7% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

VODFAT

+13.6%Year to date+19.0%

1.4%Yield1.3%

+14.4%Past year+24.8%

0.03%Fee0.31%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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LSVD, DFAT, VO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four