WTV vs DFAT5YWTVWTVAvsBDFATDFATWisdomTree U.S. Value Fund · $3.3BDimensional - US Targeted Value ETF · $31.8BReturns · dividends in+22.9%3 years · per year$18,583 · $16,277+17.6%+13.5%5 years · per year$18,848 · $15,714+9.5%Cost and income0.12%Expense ratio$12 · $31 on $10k · lower wins0.31%1.97%
Overlap: WTV, DFAT, VUGToday5.9%most shared, WTV and VUGWTVDFATVUGWTV—4.8%5.9%DFAT4.8%—0.0%VUG5.9%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
WTV vs DFAT5YAWTVWisdomTree U.S. Value Fund$18,848vsDFATBDimensional - 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▲▼1AWTVWisdomTree U.S. Value FundReadDesk0.12%1.97%+0.8%+18.0%+22.1%+22.9%+13.5%−7.1%$3.3B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B3BDFATDimensional - 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▲▼1AWTVWisdomTree U.S. Value FundReadDesk0.12%1.97%+0.8%+18.0%+22.1%+22.9%+13.5%−7.1%$3.3B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B3BDFATDimensional - 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: WTV, DFAT, VUGToday5.9%most shared, WTV and VUGWTVDFATVUGWTV—4.8%5.9%DFAT4.8%—0.0%VUG5.9%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$185most kept, WTVWTV$197 − $12 = $185DFAT$132 − $31 = $101VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee