Compare · 2 funds side by side · dividends reinvested

PWV and DFAT

PWVInvesco×DFATDimensional×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,886PWV · best of the two

Story of the two · IncomeMost incomePWV · 1.71% · $171 a year on $10k

Story of the two · RiskSmallest drop

PWV and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Large Cap Value ETFUS Stock Styles · Value0.55%1.71%+22.6%+23.8%+22.7%+13.6%−7.9%10.5%$1.9B1.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.5B1.9

Rank among the two1st → 2ndFee, 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: PWV 2005 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.5B$15,633

DFAT

PWV

Invesco Large Cap Value ETF · $1.9B$18,886

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

DFATMeasurePWV

+18.5%

More Ways to See the Pairs

DFAT vs PWV: Top 5 Holdings

Today

DFAT

3.6%in top 5

PWV

in top 517.8%

DFATStockPWV

not top 5DIS3.6%

not top 5CVX3.6%

not top 5AMGN3.6%

not top 5XOM3.5%

not top 5UNH3.4%

Cost, Income and Risk

Fees: PWV, DFAT

Today

0.31%lowest, DFAT

FundExpense ratioFee$10k

DFAT0.31%$31

PWV0.55%$55

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

Yields: PWV, DFAT

1Y

1.71%highest, PWV

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+22.6%

+22.9%1 yearTotal return+23.8%

+17.5%3 years · per year$10,000 became $16,236 · $18,495+22.7%

+9.3%5 years · per year$10,000 became $15,633 · $18,886+13.6%

0.31%Expense ratio$31 · $55 a year on $10k · lower is better0.55%

1.33%Trailing 12-mo yield$133 · $171 a year on $10k1.71%

−9.6%Worst dropSmaller is better−7.9%

14.8%VolatilityLower is calmer10.5%

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

1–7PWV wins

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

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 PWV Returns, Every Period

5Y

DimensionalDFAT

+9.3%

5 years, per year

PWVInvesco

+13.6%

5 years, per year

DFATPWVFaded: behind in that period

0–4PWV wins

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

DFAT vs PWV

YTD

DimensionalDFAT

+18.5%

PWVInvesco

+22.6%

+18.5%Year to date+22.6%

−9.6%Worst drop · 1Y−7.9%

14.8%Volatility · 1Y10.5%

1.3%Yield1.7%

$31.5BAssets$1.9B

4–0PWV wins

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

$10k

PWV1.71%$171

DFAT1.33%$133

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

Income After Fees on $10,000

1Y

$116most kept, PWV

PWV$171 − $55 = $116

DFAT$133 − $31 = $102

KeptFee

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

Overlap: PWV, DFAT

Today

0.0%most shared, PWV and DFAT

PWVDFAT

PWV—0.0%

DFAT0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+23.8%PWV, at 10.5% volatility

PWVWorst drop−7.9%10.5% vol

DFATWorst drop−9.6%14.8% vol

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

Paid More vs Made More

YTD

PWVDFAT

+22.6%Year to date+18.5%

1.7%Yield1.3%

+23.8%Past year+22.9%

0.55%Fee0.31%

3–1PWV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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PWV and DFAT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two