Dimensional U.S. Targeted Value ETF (DFAT) belongs to the Small Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with DFAT. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFAT
DFAT charges 0.28% annually. There are 10 ETFs in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | 0.05% | 65.50B | Jan 2004 | DFAT vs VBR | |
| iShares Morningstar Small Cap Value ETF | 0.06% | 736.19M | Jun 2004 | DFAT vs ISCV | |
| Vanguard Russell 2000 Value ETF | 0.10% | 1.30B | Sep 2010 | DFAT vs VTWV | |
| Vanguard S&P Small-Cap 600 Value ETF | 0.10% | 1.90B | Sep 2010 | DFAT vs VIOV | |
| SPDR S&P 600 Small Cap Value ETF | 0.15% | 4.68B | Sep 2000 | DFAT vs SLYV |
Best Risk-Adjusted Alternatives to DFAT
DFAT has a PortfoliosLab risk / return rank of 59. There are 21 ETFs in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor SMID Cap Value ETF | 86 | 6.12M | May 2025 | DFAT vs EPSV | |
| EA Bridgeway Omni Small-Cap Value ETF | 81 | 1.71B | Dec 2010 | DFAT vs BSVO | |
| iShares Russell 2000 Value ETF | 80 | 14.31B | Jul 2000 | DFAT vs IWN | |
| Avantis US Small Cap Equity ETF | 80 | 2.67B | Jan 2022 | DFAT vs AVSC | |
| Vanguard Russell 2000 Value ETF | 80 | 1.30B | Sep 2010 | DFAT vs VTWV |
Top Performing DFAT Alternatives (YTD)
DFAT is at 15.13% YTD. There are 25 ETFs in the Small Cap Value Equities category with higher YTD returns, going as high as 29.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor SMID Cap Value ETF | 29.08% | 6.12M | May 2025 | DFAT vs EPSV | |
| EA Bridgeway Omni Small-Cap Value ETF | 22.35% | 1.71B | Dec 2010 | DFAT vs BSVO | |
| Avantis US Small Cap Equity ETF | 21.15% | 2.67B | Jan 2022 | DFAT vs AVSC | |
| Invesco S&P SmallCap 600® Pure Value ETF | 21.03% | 276.01M | Mar 2006 | DFAT vs RZV | |
| Invesco S&P SmallCap Value with Momentum ETF | 20.98% | 628.30M | Mar 2005 | DFAT vs XSVM |
Lowest Volatility Alternatives to DFAT
DFAT has 16.78% 1-year volatility. There are 13 ETFs in the Small Cap Value Equities category with lower 1-year volatility, going as low as 12.05%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | 12.05% | 1.13B | Aug 2021 | DFAT vs SMIG | |
| Brandes U.S. Small-Mid Cap Value ETF | 14.63% | 161.61M | Oct 2023 | DFAT vs BSMC | |
| EA Series Trust - Euclidean Fundamental Value ETF | 14.77% | 136.73M | May 2023 | DFAT vs ECML | |
| iShares International Developed Small Cap Value Fa... | 14.82% | 315.70M | Mar 2021 | DFAT vs ISVL | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 14.96% | 1.68B | Oct 2017 | DFAT vs USVM |
Lowest Drawdown Alternatives to DFAT
DFAT has a 1-year max drawdown of -9.55%. There are 24 ETFs in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -7.01%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| EA Series Trust - Euclidean Fundamental Value ETF | -7.01% | 136.73M | May 2023 | DFAT vs ECML | |
| Themes US Small Cap Cash Flow Champions ETF | -7.13% | 3.04M | Dec 2023 | DFAT vs SMCF | |
| Avantis US Small Cap Equity ETF | -7.89% | 2.67B | Jan 2022 | DFAT vs AVSC | |
| Avantis US Small Cap Value ETF | -7.95% | 26.41B | Sep 2019 | DFAT vs AVUV | |
| EA Bridgeway Omni Small-Cap Value ETF | -8.31% | 1.71B | Dec 2010 | DFAT vs BSVO |
Other ETFs from Dimensional
The 10 most viewed Dimensional ETFs shown here include DFUS, DFIV, DFAW and span 6 categories. AUM among these funds goes as high as $47B.
Often Compared With DFAT
Investors most often compare DFAT with DFUVX, DFLV, DVY. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare DFAT with Any Fund or Stock
Compare DFAT with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFAT with funds that move differently
Dimensional U.S. Targeted Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFAT.
Explore DFAT Diversifiers