Compare · 2 funds side by side · dividends reinvested

DFLV and IWD

DFLVDimensional×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

DFLV and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.4

Dimensional - US Large Cap Value ETFUS Stock Styles · Value0.21%1.34%+25.2%+31.3%+23.6%[…]−5.5%10.7%$7.4B1.6

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: DFLV 2022 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Large Cap Value ETF · $7.4B[…]

DFLV

IWD

iShares Russell 1000 Value ETF · $83.2B$17,870

$10,000 five years ago, dividends reinvested · they hold 50.9% in common

DFLVMeasureIWD

+25.2%Year to dateJan 1 → Nov 4+27.5%

+31.3%1 yearTotal return+32.0%

+23.6%3 years · per year$10,000 became $18,902 · $19,285+24.5%

[…]5 years · per year$10,000 became […] · $17,870+12.3%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

1.34%Trailing 12-mo yield$134 · $133 a year on $10k1.33%

−5.5%Worst dropSmaller is better−6.8%

10.7%VolatilityLower is calmer11.2%

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

3–4IWD wins

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

More Ways to See the Pairs

DFLV vs IWD: Top 5 Holdings

Today

DFLV

17.4%in top 5

IWD

in top 521.9%

DFLVStockIWD

4.8%AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

4.5%JPM2.4%

4.0%XOMnot top 5

2.1%BRK-B2.7%

2.1%CVXnot top 5

Held in common50.9%

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

DFLV vs IWD Returns, Every Period

DimensionalDFLV

+31.3%

past year

IWDiShares

+32.0%

past year

DFLVIWDFaded: behind in that period

0–3IWD wins

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

DFLV vs IWD

YTD

DimensionalDFLV

+25.2%

IWDiShares

+27.5%

+25.2%Year to date+27.5%

−5.5%Worst drop · 1Y−6.8%

10.7%Volatility · 1Y11.2%

1.3%Yield1.3%

$7.4BAssets$83.2B

2–1DFLV wins

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

Cost, Income and Risk

Fees: DFLV, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

DFLV0.21%$21

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

Yields: DFLV, IWD

1.34%highest, DFLV

FundTrailing yieldYield$10k

DFLV1.34%$134

IWD1.33%$133

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

DFLV$134 − $21 = $113

KeptFee

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

Overlap: DFLV, IWD

Today

50.9%most shared, DFLV and IWD

DFLVIWD

DFLV—50.9%

IWD50.9%—

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

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

DFLVWorst drop−5.5%10.7% vol

IWDWorst drop−6.8%11.2% vol

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

Paid More vs Made More

YTD

DFLVIWD

+25.2%Year to date+27.5%

1.3%Yield1.3%

+31.3%Past year+32.0%

0.21%Fee0.18%

3–0IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026