MGV vs DFAT5YMGVMGVAvsBDFATDFATVanguard Morningstar Mega Cap Value ETF · $13.5BDimensional - US Targeted Value ETF · $31.5BReturns · dividends in+21.5%3 years · per year$17,945 · $16,236+17.5%+12.9%5 years · per year$18,320 · $15,633+9.3%Cost and income0.05%Expense ratio$5 · $31 on $10k · lower wins0.31%1.80%
Overlap: MGV, DFAT, IWFToday11.9%most shared, MGV and IWFMGVDFATIWFMGV—0.0%11.9%DFAT0.0%—0.0%IWF11.9%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
MGV vs DFAT5YAMGVVanguard Morningstar Mega Cap Value$18,320vsDFATBDimensional - US Targeted Value$15,633$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▲▼1AMGVVanguard Morningstar Mega Cap Value ETFReadDesk0.05%1.80%−0.4%+22.2%+24.6%+21.5%+12.9%−6.4%$13.5B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9B3BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−1.0%+18.5%+22.9%+17.5%+9.3%−9.6%$31.5BEnd-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▲▼1AMGVVanguard Morningstar Mega Cap Value ETFReadDesk0.05%1.80%−0.4%+22.2%+24.6%+21.5%+12.9%−6.4%$13.5B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9B3BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−1.0%+18.5%+22.9%+17.5%+9.3%−9.6%$31.5BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 12, 2026
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
Overlap: MGV, DFAT, IWFToday11.9%most shared, MGV and IWFMGVDFATIWFMGV—0.0%11.9%DFAT0.0%—0.0%IWF11.9%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$175most kept, MGVMGV$180 − $5 = $175DFAT$133 − $31 = $102IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee