Compare · 2 funds side by side · dividends reinvested

DFSU and IWF

DFSUDimensional×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

DFSU and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Sustainability Core 1 ETFUS Stock Styles · Large cap0.15%0.85%+8.3%+10.0%+21.1%[…]−10.1%13.6%$2.3B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.9

Rank among the two1st → 2ndFee, 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: DFSU 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Sustainability Core 1 ETF · $2.3B[…]

DFSU

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 43.6% in common

DFSUMeasureIWF

+8.3%Year to dateJan 1 → Nov 6−5.3%

+10.0%1 yearTotal return−6.5%

+21.1%3 years · per year$10,000 became $17,765 · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

0.85%Trailing 12-mo yield$85 · $39 a year on $10k0.39%

−10.1%Worst dropSmaller is better−14.6%

13.6%VolatilityLower is calmer19.4%

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

7–0DFSU wins

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

More Ways to See the Pairs

DFSU vs IWF: Top 5 Holdings

Today

DFSU

22.2%in top 5

IWF

in top 539.8%

DFSUStockIWF

5.9%NVDA14.1%

6.8%AAPL9.0%

3.6%MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

3.2%AMZNnot top 5

2.6%METAnot top 5

Held in common43.6%

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

DFSU vs IWF Returns, Every Period

DimensionalDFSU

+10.0%

past year

IWFiShares

−6.5%

past year

DFSUIWFFaded: behind in that period

3–0DFSU wins

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

DFSU vs IWF

YTD

DimensionalDFSU

+8.3%

IWFiShares

−5.3%

+8.3%Year to date−5.3%

−10.1%Worst drop · 1Y−14.6%

13.6%Volatility · 1Y19.4%

0.8%Yield0.4%

$2.3BAssets$113B

4–0DFSU wins

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

Cost, Income and Risk

Fees: DFSU, IWF

Today

0.15%lowest, DFSU

FundExpense ratioFee$10k

DFSU0.15%$15

IWF0.18%$18

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

Yields: DFSU, IWF

0.85%highest, DFSU

FundTrailing yieldYield$10k

DFSU0.85%$85

IWF0.39%$39

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

Income After Fees on $10,000

$70most kept, DFSU

DFSU$85 − $15 = $70

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFSU, IWF

Today

43.6%most shared, DFSU and IWF

DFSUIWF

DFSU—43.6%

IWF43.6%—

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

Return vs Bumpiness: 2 ETFs

+10.0%DFSU, at 13.6% volatility

DFSUWorst drop−10.1%13.6% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

DFSUIWF

+8.3%Year to date−5.3%

0.8%Yield0.4%

+10.0%Past year−6.5%

0.15%Fee0.18%

4–0DFSU wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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