DFAT vs VLU5YDFATDFATAvsBVLUVLUDimensional - US Targeted Value ETF · $31.6BState Street SPDR S&P 1500 Value Tilt ETF · $790MReturns · dividends in+17.6%3 years · per year$16,277 · $18,215+22.1%+9.5%5 years · per year$15,714 · $17,925+12.4%Cost and income0.31%Expense ratio$31 · $12 on $10k · lower wins0.12%1.32%12-mo yield$132 · $159 on $10k
Overlap: DFAT, VLU, IJHToday30.2%most shared, DFAT and IJHDFATVLUIJHDFAT—10.8%30.2%VLU10.8%—8.8%IJH30.2%8.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
DFAT vs VLU5YADFATDimensional - US Targeted Value$15,714vsVLUBSPDR S&P 1500 Value Tilt$17,925$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▲▼1BVLUState Street SPDR S&P 1500 Value Tilt ETFReadDesk0.12%1.59%+0.8%+20.3%+23.4%+22.1%+12.4%−6.3%$790M2ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.32%+0.5%+19.7%+24.7%+17.6%+9.5%−9.6%$31.6B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.21%+0.8%+14.2%+15.9%+16.7%+6.9%−8.8%$124.5BEnd-of-day Nov 11, 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▲▼1BVLUState Street SPDR S&P 1500 Value Tilt ETFReadDesk0.12%1.59%+0.8%+20.3%+23.4%+22.1%+12.4%−6.3%$790M2ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.32%+0.5%+19.7%+24.7%+17.6%+9.5%−9.6%$31.6B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.21%+0.8%+14.2%+15.9%+16.7%+6.9%−8.8%$124.5BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: DFAT, VLU, IJHToday30.2%most shared, DFAT and IJHDFATVLUIJHDFAT—10.8%30.2%VLU10.8%—8.8%IJH30.2%8.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$147most kept, VLUVLU$159 − $12 = $147IJH$121 − $5 = $116DFAT$132 − $31 = $101KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee