Compare · 2 funds side by side · dividends reinvested

DFSV and IWM

DFSVDimensional×IWMiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,637IWM · best of the two

02 / 04

DFSV and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.41%+18.4%+25.7%+18.9%[…]−9.4%15.1%$27.2B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$75.4B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFSV 1993 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Small Cap Value Portfolio ETF Class Shares · $27.2B[…]

DFSV

IWM

iShares Russell 2000 ETF · $75.4B$12,637

$10,000 five years ago, dividends reinvested · they hold 30.6% in common

DFSVMeasureIWM

+18.4%Year to dateJan 1 → Nov 5+10.8%

+25.7%1 yearTotal return+13.5%

+18.9%3 years · per year$10,000 became $16,830 · $17,029+19.4%

[…]5 years · per year$10,000 became […] · $12,637+4.8%

0.31%Expense ratio$31 · $19 a year on $10k · lower is better0.19%

1.41%Trailing 12-mo yield$141 · $101 a year on $10k1.01%

−9.4%Worst dropSmaller is better−11.1%

15.1%VolatilityLower is calmer18.7%

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

5–2DFSV wins

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

More Ways to See the Pairs

DFSV vs IWM: Top 5 Holdings

Today

DFSV

3.6%in top 5

IWM

in top 51.8%

DFSVStockIWM

0.8%ELANnot top 5

0.7%SWKSnot top 5

0.7%IVZnot top 5

0.7%ARWnot top 5

0.7%SWKnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common30.6%

End-of-day Nov 5, 2026 · share of each fund

DFSV vs IWM Returns, Every Period

DimensionalDFSV

+25.7%

past year

IWMiShares

+13.5%

past year

DFSVIWMFaded: behind in that period

2–1DFSV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFSV vs IWM

YTD

DimensionalDFSV

+18.4%

IWMiShares

+10.8%

+18.4%Year to date+10.8%

−9.4%Worst drop · 1Y−11.1%

15.1%Volatility · 1Y18.7%

1.4%Yield1.0%

$27.2BAssets$75.4B

4–0DFSV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFSV, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

DFSV0.31%$31

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFSV, IWM

1.41%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.41%$141

IWM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$110most kept, DFSV

DFSV$141 − $31 = $110

IWM$101 − $19 = $82

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFSV, IWM

Today

30.6%most shared, DFSV and IWM

DFSVIWM

DFSV—30.6%

IWM30.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.7%DFSV, at 15.1% volatility

DFSVWorst drop−9.4%15.1% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFSVIWM

+18.4%Year to date+10.8%

1.4%Yield1.0%

+25.7%Past year+13.5%

0.31%Fee0.19%

3–1DFSV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026