Compare · 3 funds side by side · dividends reinvested

MFSV, DFAT and IJH

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

Story of the three · IncomeMost incomeDFAT · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

MFSV, DFAT and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.0%+24.8%+16.9%+9.8%−9.6%14.7%$31.7B1.5

MFS Active Value ETFUS Stock Styles · Value0.44%1.31%+15.1%+19.0%[…][…]−6.4%10.8%$673M1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$125B2.4

Rank among the three1st → 3rdFee, 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: MFSV 2024 · DFAT 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

MFS Active Value ETF · $673M[…]

MFSV

DFAT

Dimensional - US Targeted Value ETF · $31.7B$15,937

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

MFSV

More Ways to See the Pairs

MFSV vs DFAT: Top 5 Holdings

Today

MFSV

21.1%in top 5

DFAT

in top 53.6%

MFSVStockDFAT

5.6%MSFTnot top 5

5.4%AMZNnot top 5

4.0%JPMnot top 5

3.1%AAPLnot top 5

2.8%XOMnot top 5

Cost, Income and Risk

Fees: MFSV, DFAT, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAT0.31%$31

MFSV0.44%$44

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

Yields: MFSV, DFAT, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

DFAT

+15.1%Year to dateJan 1 → Nov 10+19.0%

+19.0%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%

0.44%Expense ratio$44 · $31 a year on $10k · lower is better0.31%

1.31%Trailing 12-mo yield$131 · $133 a year on $10k1.33%

−6.4%Worst dropSmaller is better−9.6%

10.8%VolatilityLower is calmer14.7%

MFSVDFAT 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 common0.0%

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

MFSV vs DFAT Returns, Every Period

1Y

MFSMFSV

+19.0%

past year

DFATDimensional

+24.8%

past year

MFSVDFATFaded: behind in that period

0–2DFAT wins

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

MFSV vs DFAT

YTD

MFSMFSV

+15.1%

DFATDimensional

+19.0%

+15.1%Year to date+19.0%

−6.4%Worst drop · 1Y−9.6%

10.8%Volatility · 1Y14.7%

1.3%Yield1.3%

$673MAssets$31.7B

2–1MFSV wins

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

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

MFSV1.31%$131

IJH1.22%$122

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAT$133 − $31 = $102

MFSV$131 − $44 = $87

KeptFee

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

Overlap: MFSV, DFAT, IJH

Today

30.0%most shared, DFAT and IJH

MFSVDFATIJH

MFSV—0.0%0.0%

DFAT0.0%—30.0%

IJH0.0%30.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+24.8%DFAT, at 14.7% volatility

MFSVWorst drop−6.4%10.8% vol

DFATWorst drop−9.6%14.7% vol

IJHWorst drop−8.8%15.7% vol

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

Paid More vs Made More

YTD

DFATMFSV

+19.0%Year to date+15.1%

1.3%Yield1.3%

+24.8%Past year+19.0%

0.31%Fee0.44%

3–0DFAT wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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MFSV, DFAT and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three