Compare · 2 funds side by side · dividends reinvested

DFAU and IWB

DFAUDimensional×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,747DFAU · best of the two

02 / 04

DFAU and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity Market ETFUS Stock Styles · Large cap0.12%0.89%+14.1%+14.6%+23.7%+12.2%−8.7%12.7%$13.1B1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$48.5B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFAU 2020 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity Market ETF · $13.1B$17,747

DFAU

IWB

iShares Russell 1000 ETF · $48.5B$17,459

$10,000 five years ago, dividends reinvested · they hold 88.3% in common

DFAUMeasureIWB

+14.1%Year to dateJan 1 → Nov 4+13.0%

+14.6%1 yearTotal return+13.2%

+23.7%3 years · per year$10,000 became $18,946 · $19,023+23.9%

+12.2%5 years · per year$10,000 became $17,747 · $17,459+11.8%

0.12%Expense ratio$12 · $15 a year on $10k · lower is better0.15%

0.89%Trailing 12-mo yield$89 · $91 a year on $10k0.91%

−8.7%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer12.9%

DFAUIWB Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2DFAU wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAU vs IWB: Top 5 Holdings

Today

DFAU

24.6%in top 5

IWB

in top 525.2%

DFAUStockIWB

6.7%NVDA6.9%

6.9%AAPL6.9%

5.6%MSFT5.5%

3.3%AMZN3.5%

2.1%GOOGL2.3%

Held in common88.3%

End-of-day Nov 4, 2026 · share of each fund

DFAU vs IWB Returns, Every Period

DimensionalDFAU

+12.2%

5 years, per year

IWBiShares

+11.8%

5 years, per year

DFAUIWBFaded: behind in that period

3–1DFAU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAU vs IWB

YTD

DimensionalDFAU

+14.1%

IWBiShares

+13.0%

+14.1%Year to date+13.0%

−8.7%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y12.9%

0.9%Yield0.9%

$13.1BAssets$48.5B

3–0DFAU wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAU, IWB

Today

0.12%lowest, DFAU

FundExpense ratioFee$10k

DFAU0.12%$12

IWB0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAU, IWB

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

DFAU0.89%$89

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, DFAU

DFAU$89 − $12 = $77

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAU, IWB

Today

88.3%most shared, DFAU and IWB

DFAUIWB

DFAU—88.3%

IWB88.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.6%DFAU, at 12.7% volatility

DFAUWorst drop−8.7%12.7% vol

IWBWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWBDFAU

+13.0%Year to date+14.1%

0.9%Yield0.9%

+13.2%Past year+14.6%

0.15%Fee0.12%

3–0DFAU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026