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$13,064IWM · 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%1.38%+21.0%+27.4%+20.3%[…]−9.4%14.7%$28.0B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: DFSV 1993 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.8B$13,064

IWM

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares · $28.0B[…]

$10,000 five years ago, dividends reinvested · they hold 30.9% in common

IWMMeasureDFSV

+14.4%Year to dateJan 1 → Nov 3+21.0%

+14.8%1 yearTotal return+27.4%

+21.3%3 years · per year$10,000 became $17,832 · $17,428+20.3%

+5.5%5 years · per year$10,000 became $13,064 · […][…]

0.19%Expense ratio$19 · $31 a year on $10k · lower is better0.31%

0.98%Trailing 12-mo yield$98 · $138 a year on $10k1.38%

−11.1%Worst dropSmaller is better−9.4%

18.1%VolatilityLower is calmer14.7%

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

2–5DFSV wins

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

More Ways to See the Pairs

IWM vs DFSV: Top 5 Holdings

Today

IWM

1.9%in top 5

DFSV

in top 53.6%

IWMStockDFSV

not top 5ELAN0.8%

not top 5SWKS0.7%

not top 5DINO0.7%

not top 5ARW0.7%

not top 5IVZ0.7%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%FROGnot top 5

0.3%TWSTnot top 5

0.3%MOG-Anot top 5

Held in common30.9%

End-of-day Nov 3, 2026 · share of each fund

IWM vs DFSV Returns, Every Period

iSharesIWM

+14.8%

past year

DFSVDimensional

+27.4%

past year

IWMDFSVFaded: behind in that period

1–2DFSV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWM vs DFSV

YTD

iSharesIWM

+14.4%

DFSVDimensional

+21.0%

+14.4%Year to date+21.0%

−11.1%Worst drop · 1Y−9.4%

18.1%Volatility · 1Y14.7%

1.0%Yield1.4%

$75.8BAssets$28.0B

4–0DFSV wins

End-of-day Nov 3, 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 3, 2026 · fee on $10,000 a year

Yields: DFSV, IWM

1.38%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.38%$138

IWM0.98%$98

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, DFSV

DFSV$138 − $31 = $107

IWM$98 − $19 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFSV, IWM

Today

30.9%most shared, DFSV and IWM

DFSVIWM

DFSV—30.9%

IWM30.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.4%DFSV, at 14.7% volatility

DFSVWorst drop−9.4%14.7% vol

IWMWorst drop−11.1%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFSVIWM

+21.0%Year to date+14.4%

1.4%Yield1.0%

+27.4%Past year+14.8%

0.31%Fee0.19%

3–1DFSV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026