DFAT vs IWD5YDFATDFATAvsBIWDIWDDimensional - US Targeted Value ETF · $31.7BiShares Russell 1000 Value ETF · $84.7BReturns · dividends in+16.9%3 years · per year$15,988 · $18,244+22.2%+9.8%5 years · per year$15,937 · $17,410+11.7%Cost and income0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%1.33%12-mo yield$133 · $134 on $10k
Overlap: DFAT, IWD, IJHToday30.0%most shared, DFAT and IJHDFATIWDIJHDFAT—4.5%30.0%IWD4.5%—6.2%IJH30.0%6.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
DFAT vs IWD5YADFATDimensional - US Targeted Value$15,937vsIWDBiShares Russell 1000 Value$17,410$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%0.0%+26.2%+30.5%+22.2%+11.7%−6.8%$84.7B2ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.7B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$125.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%0.0%+26.2%+30.5%+22.2%+11.7%−6.8%$84.7B2ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.7B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$125.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.0%vsBSSCHVSchwab+18.8%Jan 1Nov 10+21.0%+18.8%+21.0%Year to date+18.8%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: DFAT, IWD, IJHToday30.0%most shared, DFAT and IJHDFATIWDIJHDFAT—4.5%30.0%IWD4.5%—6.2%IJH30.0%6.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117IWD$134 − $18 = $116DFAT$133 − $31 = $102KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee