IVLU vs DFAT5YIVLUIVLUAvsBDFATDFATiShares MSCI Intl Value Factor ETF · $4.6BDimensional - US Targeted Value ETF · $31.5BReturns · dividends in+24.9%3 years · per year$19,468 · $16,236+17.5%+14.9%5 years · per year$19,986 · $15,633+9.3%Cost and income0.31%Expense ratio$31 · $31 on $10k · lower wins0.31%3.28%12-mo yield
Overlap: IVLU, DFAT, IJHToday30.1%most shared, DFAT and IJHIVLUDFATIJHIVLU—0.0%0.0%DFAT0.0%—30.1%IJH0.0%30.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IVLU vs DFAT5YAIVLUiShares MSCI Intl Value Factor$19,986vsDFATBDimensional - US Targeted Value$15,633$10k$15k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIVLUiShares MSCI Intl Value Factor ETFReadDesk0.31%3.28%−0.3%+14.4%+19.8%+24.9%+14.9%−11.7%$4.6B2BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−1.0%+18.5%+22.9%+17.5%+9.3%−9.6%$31.5B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0BEnd-of-day Nov 12, 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▲▼1AIVLUiShares MSCI Intl Value Factor ETFReadDesk0.31%3.28%−0.3%+14.4%+19.8%+24.9%+14.9%−11.7%$4.6B2BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−1.0%+18.5%+22.9%+17.5%+9.3%−9.6%$31.5B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: IVLU, DFAT, IJHToday30.1%most shared, DFAT and IJHIVLUDFATIJHIVLU—0.0%0.0%DFAT0.0%—30.1%IJH0.0%30.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$297most kept, IVLUIVLU$328 − $31 = $297IJH$122 − $5 = $117DFAT$133 − $31 = $102KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee