NSIV vs DFAT5YNSIVNSIVAvsBDFATDFATNorth Square Disciplined Value ETF · $74MDimensional - US Targeted Value ETF · $31.6BReturns · dividends in[…]3 years · per year[…] · $16,277+17.6%[…]5 years · per year[…] · $15,714+9.5%Cost and income0.38%Expense ratio$38 · $31 on $10k · lower wins0.31%0.00%12-mo yield$0 · $132 on $10k1.32%Risk · 1 year
Overlap: NSIV, DFAT, VUGToday13.1%most shared, NSIV and VUGNSIVDFATVUGNSIV—0.8%13.1%DFAT0.8%—0.0%VUG13.1%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
NSIV vs DFAT5YANSIVNorth Square Disciplined Value[…]vsDFATBDimensional - US Targeted Value$15,714MeasureNSIVDFATFee0.38%0.31%Cost on $10k a year$38$31Yield0.00%1.32%5 years, per year[…]+9.5%3 years, per year[…]+17.6%Worst drop · 1Y[…]−9.6%Volatility · 1Y[…]14.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.32%+0.5%+19.7%+24.7%+17.6%+9.5%−9.6%$31.6B3ANSIVNorth Square Disciplined Value ETFReadDesk0.38%0.00%+0.9%newnewnewnew[…]$74MEnd-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▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.32%+0.5%+19.7%+24.7%+17.6%+9.5%−9.6%$31.6B3ANSIVNorth Square Disciplined Value ETFReadDesk0.38%0.00%+0.9%newnewnewnew[…]$74MEnd-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%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: NSIV, DFAT, VUGToday13.1%most shared, NSIV and VUGNSIVDFATVUGNSIV—0.8%13.1%DFAT0.8%—0.0%VUG13.1%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$101most kept, DFATDFAT$132 − $31 = $101VUG$41 − $3 = $38NSIV$0 − $38 = −$38KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee