ITAN vs DFAT5YITANITANAvsBDFATDFATSparkline Intangible Value ETF · $126MDimensional - US Targeted Value ETF · $31.6BReturns · dividends in+25.5%3 years · per year$19,768 · $15,988+16.9%+12.5%5 years · per year$18,002 · $15,937+9.8%Cost and income0.50%Expense ratio$50 · $31 on $10k · lower wins0.31%0.97%12-mo yield$97 · $133 on $10k
Overlap: ITAN, DFAT, VUGToday8.7%most shared, ITAN and DFATITANDFATVUGITAN—8.7%6.9%DFAT8.7%—0.0%VUG6.9%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
ITAN vs DFAT5YAITANSparkline Intangible Value$18,002vsDFATBDimensional - US Targeted Value$15,937$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▲▼1AITANSparkline Intangible Value ETFReadDesk0.50%0.97%0.0%+22.9%+28.2%+25.5%+12.5%−9.0%$126M2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.6BEnd-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▲▼1AITANSparkline Intangible Value ETFReadDesk0.50%0.97%0.0%+22.9%+28.2%+25.5%+12.5%−9.0%$126M2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.6BEnd-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$61.0B1–1levelEnd-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%$123BAssets$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%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: ITAN, DFAT, VUGToday8.7%most shared, ITAN and DFATITANDFATVUGITAN—8.7%6.9%DFAT8.7%—0.0%VUG6.9%0.0%—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 = $102ITAN$97 − $50 = $47VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee