Selection

Seeded from the selection at equal weights

Benchmark

Pick one fund or composite — returns and exposures render in excess of it

Reference set for percentile ranks and factor bars

Equity Funds · 5,644 total

Time Series

–

Name	Cumulative Return	Ann. Return	Ann. Vol	Sharpe	Max DD
AVUV Avantis U.S. Small Cap Value ETF
DFUV Dimensional U.S. Marketwide Value ETF
IWD iShares Russell 1000 Value ETF
MTUM iShares MSCI USA Momentum Factor ETF
QUAL iShares MSCI USA Quality Factor ETF

Methodology

Name	YTD	1D	5D	1M	3M	6M	1Y	2Y	3Y	5Y	MAX
AVUV Avantis U.S. Small Cap Value ETF
DFUV Dimensional U.S. Marketwide Value ETF
IWD iShares Russell 1000 Value ETF
MTUM iShares MSCI USA Momentum Factor ETF
QUAL iShares MSCI USA Quality Factor ETF

Methodology

SnapshotAs ofvsⓘ

Seeded from the selection at equal weights

Pick one fund or composite — returns and exposures render in excess of it

Reference set for percentile ranks and factor bars

Equity Funds · 5,644 total

Time Series

–

Name	Cumulative Return	Ann. Return	Ann. Vol	Sharpe	Max DD
AVUV Avantis U.S. Small Cap Value ETF
DFUV Dimensional U.S. Marketwide Value ETF
IWD iShares Russell 1000 Value ETF
MTUM iShares MSCI USA Momentum Factor ETF
QUAL iShares MSCI USA Quality Factor ETF

Methodology

Name	YTD	1D	5D	1M	3M	6M	1Y	2Y	3Y	5Y	MAX
AVUV Avantis U.S. Small Cap Value ETF
DFUV Dimensional U.S. Marketwide Value ETF
IWD iShares Russell 1000 Value ETF
MTUM iShares MSCI USA Momentum Factor ETF
QUAL iShares MSCI USA Quality Factor ETF

Methodology

SnapshotAs ofvsⓘ