FVAL vs DFAC5YFVALFVALAvsBDFACDFACFidelity Value Factor ETF · $1.4BDimensional - US Core Equity 2 ETF · $87.4BReturns · dividends in+21.3%3 years · per year$17,868 · $17,728+21.0%+12.0%5 years · per year$17,645 · $16,748+10.9%Cost and income0.15%Expense ratio$15 · $21 on $10k · lower wins0.21%1.50%
Overlap: FVAL, DFAC, IJHToday41.7%most shared, FVAL and DFACFVALDFACIJHFVAL—41.7%3.6%DFAC41.7%—11.5%IJH3.6%11.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
FVAL vs DFAC5YAFVALFidelity Value Factor$17,645vsDFACBDimensional - US Core Equity 2$16,748$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▲▼1AFVALFidelity Value Factor ETFReadDesk0.15%1.50%+1.0%+14.9%+17.9%+21.3%+12.0%−8.9%$1.4B2BDFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.87%+1.0%+14.9%+16.5%+21.0%+10.9%−8.5%$87.4B3IJHiShares 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▲▼1AFVALFidelity Value Factor ETFReadDesk0.15%1.50%+1.0%+14.9%+17.9%+21.3%+12.0%−8.9%$1.4B2BDFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.87%+1.0%+14.9%+16.5%+21.0%+10.9%−8.5%$87.4B3IJHiShares 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: FVAL, DFAC, IJHToday41.7%most shared, FVAL and DFACFVALDFACIJHFVAL—41.7%3.6%DFAC41.7%—11.5%IJH3.6%11.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$135most kept, FVALFVAL$150 − $15 = $135IJH$121 − $5 = $116DFAC$87 − $21 = $66KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee