DFAT vs IWD

ADFAT

BIWD

Measures won0–6IWD wins · of 6 · 5Y

$10,000 · 5Y$17,399IWD · DFAT $15,714

Lowest cost0.03%VO · $3 on $10k

Most income1.34%IWD · $134 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common4.5%DFAT and IWD

Dimensional - US Targeted Value ETF · $31.8BiShares Russell 1000 Value ETF · $85.1B

+17.6%3 years · per year$16,277 · $18,413+22.6%

+9.5%5 years · per year$15,714 · $17,399+11.7%

0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%

1.32%12-mo yield$132 · $134 on $10k

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,714

IWD

iShares Russell 1000 Value

$17,399

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+0.4%	+26.8%	+30.1%	+22.6%	+11.7%	−6.8%	$85.1B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+0.4%	+26.8%	+30.1%	+22.6%	+11.7%	−6.8%	$85.1B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B

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