Compare · 3 funds side by side · dividends reinvested

DFMC, IWB and IWF

DFMCDimensional×IWBiShares×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,575IWB · best of the three

02 / 04

DFMC, IWB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.4B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.1

U.S. Micro Cap Portfolio ETFUS Stock Styles · Large cap0.43%0.48%[…][…][…][…][…][…]$7.5B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFMC 1981 · IWB 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Micro Cap Portfolio ETF · $7.5B[…]

DFMC

IWB

iShares Russell 1000 ETF · $46.4B$16,575

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

DFMCMeasureIWB

[…]Year to dateJan 1 → Nov 6+8.5%

[…]1 yearTotal return+9.6%

[…]3 years · per year$10,000 became […] · $17,966+21.6%

[…]5 years · per year$10,000 became […] · $16,575+10.6%

0.43%Expense ratio$43 · $15 a year on $10k · lower is better0.15%

0.48%Trailing 12-mo yield$48 · $95 a year on $10k0.95%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

0–2IWB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFMC vs IWB: Top 5 Holdings

Today

DFMC

2.0%in top 5

IWB

in top 525.6%

DFMCStockIWB

not top 5AAPL7.1%

not top 5NVDA6.6%

not top 5MSFT5.8%

not top 5AMZN3.6%

not top 5GOOGL2.4%

0.5%FBPnot top 5

0.4%CVSAnot top 5

0.4%HURNnot top 5

0.4%AIRnot top 5

0.4%USLMnot top 5

Held in common0.8%

End-of-day Nov 6, 2026 · share of each fund

DFMC vs IWB Returns, Every Period

DimensionalDFMC

[…]

past year

IWBiShares

+9.6%

past year

Returns […]

DFMCIWBFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFMC vs IWB

YTD

DimensionalDFMC

[…]

IWBiShares

+8.5%

[…]Year to date+8.5%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.5%Yield0.9%

$7.5BAssets$46.4B

1–0IWB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFMC, IWB, IWF

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

IWF0.18%$18

DFMC0.43%$43

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFMC, IWB, IWF

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

DFMC0.48%$48

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

IWF$39 − $18 = $21

DFMC$48 − $43 = $5

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFMC, IWB, IWF

Today

55.6%most shared, IWB and IWF

DFMCIWBIWF

DFMC—0.8%0.2%

IWB0.8%—55.6%

IWF0.2%55.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.6%IWB, at 13.6% volatility

IWBWorst drop−8.9%13.6% vol

IWFWorst drop−14.6%19.4% vol

DFMCWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWBIWF

+8.5%Year to date−5.3%

0.9%Yield0.4%

+9.6%Past year−6.5%

0.15%Fee0.18%

4–0IWB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026