Compare · 3 funds side by side · dividends reinvested

DFUS, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,837DFUS · best of the three

02 / 04

DFUS, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.86%+13.4%+13.6%+24.2%+12.3%−9.0%13.2%$21.8B1.4

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.35%+12.2%+14.2%+19.3%+10.4%−9.8%12.9%$44.9B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.8

Rank among the three1st → 3rdFee, 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: DFUS 2001 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $21.8B$17,837

DFUS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$16,375

$10,000 five years ago, dividends reinvested · they hold 27.8% in common

DFUSMeasureDIA

+13.4%Year to dateJan 1 → Nov 4+12.2%

+13.6%1 yearTotal return+14.2%

+24.2%3 years · per year$10,000 became $19,145 · $16,984+19.3%

+12.3%5 years · per year$10,000 became $17,837 · $16,375+10.4%

0.09%Expense ratio$9 · $16 a year on $10k · lower is better0.16%

0.86%Trailing 12-mo yield$86 · $135 a year on $10k1.35%

−9.0%Worst dropSmaller is better−9.8%

13.2%VolatilityLower is calmer12.9%

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

5–3DFUS wins

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

More Ways to See the Pairs

DFUS vs DIA: Top 5 Holdings

Today

DFUS

24.5%in top 5

DIA

in top 533.5%

DFUSStockDIA

not top 5GS10.3%

not top 5CAT7.2%

6.7%AAPLnot top 5

6.6%NVDAnot top 5

5.4%MSFT6.0%

not top 5AMGN5.3%

not top 5V4.8%

3.5%AMZNnot top 5

2.3%GOOGLnot top 5

Held in common27.8%

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

DFUS vs DIA Returns, Every Period

DimensionalDFUS

+12.3%

5 years, per year

DIASPDR

+10.4%

5 years, per year

DFUSDIAFaded: behind in that period

3–1DFUS wins

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

DFUS vs DIA

YTD

DimensionalDFUS

+13.4%

DIASPDR

+12.2%

+13.4%Year to date+12.2%

−9.0%Worst drop · 1Y−9.8%

13.2%Volatility · 1Y12.9%

0.9%Yield1.3%

$21.8BAssets$44.9B

2–2level

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

Cost, Income and Risk

Fees: DFUS, DIA, IWF

Today

0.09%lowest, DFUS

FundExpense ratioFee$10k

DFUS0.09%$9

DIA0.16%$16

IWF0.18%$18

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

Yields: DFUS, DIA, IWF

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

DFUS0.86%$86

IWF0.37%$37

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

DFUS$86 − $9 = $77

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFUS, DIA, IWF

Today

54.1%most shared, DFUS and IWF

DFUSDIAIWF

DFUS—27.8%54.1%

DIA27.8%—21.3%

IWF54.1%21.3%—

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

Return vs Bumpiness: 3 ETFs

+14.2%DIA, at 12.9% volatility

DIAWorst drop−9.8%12.9% vol

DFUSWorst drop−9.0%13.2% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

DIADFUS

+12.2%Year to date+13.4%

1.3%Yield0.9%

+14.2%Past year+13.6%

0.16%Fee0.09%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026