DFAT vs IVLU

ADFAT

BIVLU

Measures won2–3IVLU wins · of 6 · 5Y

$10,000 · 5Y$19,986IVLU · DFAT $15,633

Lowest cost0.05%IJH · $5 on $10k

Most income3.28%IVLU · $328 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.0%DFAT and IVLU

Dimensional - US Targeted Value ETF · $31.5BiShares MSCI Intl Value Factor ETF · $4.6B

+17.5%3 years · per year$16,236 · $19,468+24.9%

+9.3%5 years · per year$15,633 · $19,986+14.9%

0.31%Expense ratio$31 · $31 on $10k · lower wins0.31%

1.33%12-mo yield$133 · $328 on $10k

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,633

IVLU

iShares MSCI Intl Value Factor

$19,986

#
1	BIVLU	iShares MSCI Intl Value Factor ETFRead Desk	0.31%	3.28%	−0.3%	+14.4%	+19.8%	+24.9%	+14.9%	−11.7%	$4.6B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−1.0%	+18.5%	+22.9%	+17.5%	+9.3%	−9.6%	$31.5B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$124.0B

#
1	BIVLU	iShares MSCI Intl Value Factor ETFRead Desk	0.31%	3.28%	−0.3%	+14.4%	+19.8%	+24.9%	+14.9%	−11.7%	$4.6B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−1.0%	+18.5%	+22.9%	+17.5%	+9.3%	−9.6%	$31.5B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$124.0B

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