IUSV vs DFAT5YIUSVIUSVAvsBDFATDFATiShares Core S&P U.S. Value ETF · $29.0BDimensional - US Targeted Value ETF · $31.8BReturns · dividends in+17.8%3 years · per year$16,363 · $16,277+17.6%+11.5%5 years · per year$17,225 · $15,714+9.5%Cost and income0.04%Expense ratio$4 · $31 on $10k · lower wins0.31%1.61%
Overlap: IUSV, DFAT, IWFToday24.3%most shared, IUSV and IWFIUSVDFATIWFIUSV—4.5%24.3%DFAT4.5%—0.0%IWF24.3%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
IUSV vs DFAT5YAIUSViShares Core S&P U.S. Value$17,225vsDFATBDimensional - US Targeted Value$15,714$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▲▼1AIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.61%+0.9%+15.9%+18.0%+17.8%+11.5%−6.4%$29.0B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$119.2B3BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.32%+0.5%+19.7%+24.7%+17.6%+9.5%−9.6%$31.8BEnd-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▲▼1AIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.61%+0.9%+15.9%+18.0%+17.8%+11.5%−6.4%$29.0B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$119.2B3BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.32%+0.5%+19.7%+24.7%+17.6%+9.5%−9.6%$31.8BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
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%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: IUSV, DFAT, IWFToday24.3%most shared, IUSV and IWFIUSVDFATIWFIUSV—4.5%24.3%DFAT4.5%—0.0%IWF24.3%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$157most kept, IUSVIUSV$161 − $4 = $157DFAT$132 − $31 = $101IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee