Compare · 2 funds side by side · dividends reinvested

DFSU and IWB

DFSUDimensional×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 04

DFSU and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.1

Dimensional - US Sustainability Core 1 ETFUS Stock Styles · Large cap0.15%0.82%+12.6%+13.6%+23.3%[…]−10.1%13.1%$2.4B1.7

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: DFSU 2022 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Sustainability Core 1 ETF · $2.4B[…]

DFSU

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 70.4% in common

DFSUMeasureIWB

+12.6%Year to dateJan 1 → Nov 4+13.0%

+13.6%1 yearTotal return+13.2%

+23.3%3 years · per year$10,000 became $18,735 · $19,023+23.9%

[…]5 years · per year$10,000 became […] · $17,459+11.8%

0.15%Expense ratio$15 · $15 a year on $10k · lower is better0.15%

0.82%Trailing 12-mo yield$82 · $91 a year on $10k0.91%

−10.1%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer12.9%

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

1–5IWB wins

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

More Ways to See the Pairs

DFSU vs IWB: Top 5 Holdings

Today

DFSU

22.2%in top 5

IWB

in top 525.2%

DFSUStockIWB

6.6%NVDA6.9%

6.4%AAPL6.9%

3.4%MSFT5.5%

3.0%AMZN3.5%

2.7%METAnot top 5

not top 5GOOGL2.3%

Held in common70.4%

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

DFSU vs IWB Returns, Every Period

DimensionalDFSU

+13.6%

past year

IWBiShares

+13.2%

past year

DFSUIWBFaded: behind in that period

1–2IWB wins

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

DFSU vs IWB

YTD

DimensionalDFSU

+12.6%

IWBiShares

+13.0%

+12.6%Year to date+13.0%

−10.1%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y12.9%

0.8%Yield0.9%

$2.4BAssets$47.8B

4–0IWB wins

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

Cost, Income and Risk

Fees: DFSU, IWB

Today

0.15%lowest, DFSU

FundExpense ratioFee$10k

DFSU0.15%$15

IWB0.15%$15

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

Yields: DFSU, IWB

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

DFSU0.82%$82

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

DFSU$82 − $15 = $67

KeptFee

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

Overlap: DFSU, IWB

Today

70.4%most shared, DFSU and IWB

DFSUIWB

DFSU—70.4%

IWB70.4%—

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

Return vs Bumpiness: 2 ETFs

+13.6%DFSU, at 13.1% volatility

IWBWorst drop−8.9%12.9% vol

DFSUWorst drop−10.1%13.1% vol

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

Paid More vs Made More

YTD

IWBDFSU

+13.0%Year to date+12.6%

0.9%Yield0.8%

+13.2%Past year+13.6%

0.15%Fee0.15%

2–1IWB 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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026