DFAT vs JAVA5YDFATDFATAvsBJAVAJAVADimensional - US Targeted Value ETF · $31.7BJPMorgan Active Value ETF · $7.4BReturns · dividends in+16.9%3 years · per year$15,988 · $17,192+19.8%+9.8%5 years · per year$15,937 · $17,527+11.9%Cost and income0.31%Expense ratio$31 · $44 on $10k · lower wins0.44%1.33%
Overlap: DFAT, JAVA, IWFToday18.4%most shared, JAVA and IWFDFATJAVAIWFDFAT—1.5%0.0%JAVA1.5%—18.4%IWF0.0%18.4%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
DFAT vs JAVA5YADFATDimensional - US Targeted Value$15,937vsJAVABJPMorgan Active Value$17,528$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▲▼1BJAVAJPMorgan Active Value ETFReadDesk0.44%1.12%+0.2%+18.8%+23.1%+19.8%+11.9%−8.3%$7.4B2ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.7B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1BEnd-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▲▼1BJAVAJPMorgan Active Value ETFReadDesk0.44%1.12%+0.2%+18.8%+23.1%+19.8%+11.9%−8.3%$7.4B2ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.7B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-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, JAVA, IWFToday18.4%most shared, JAVA and IWFDFATJAVAIWFDFAT—1.5%0.0%JAVA1.5%—18.4%IWF0.0%18.4%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$102most kept, DFATDFAT$133 − $31 = $102JAVA$112 − $44 = $68IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee