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$16,904DFUS · 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%0.90%+8.8%+9.8%+21.8%+11.1%−9.0%13.9%$20.9B1.4

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.9B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.9

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

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $20.9B$16,904

DFUS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,590

$10,000 five years ago, dividends reinvested · they hold 28.5% in common

DFUSMeasureDIA

+8.8%Year to dateJan 1 → Nov 6+7.8%

+9.8%1 yearTotal return+9.9%

+21.8%3 years · per year$10,000 became $18,067 · $16,149+17.3%

+11.1%5 years · per year$10,000 became $16,904 · $15,590+9.3%

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

0.90%Trailing 12-mo yield$90 · $140 a year on $10k1.40%

−9.0%Worst dropSmaller is better−9.8%

13.9%VolatilityLower is calmer13.4%

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

5–3DFUS wins

End-of-day Nov 6, 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

25.0%in top 5

DIA

in top 532.7%

DFUSStockDIA

not top 5GS10.0%

7.1%AAPLnot top 5

not top 5CAT6.4%

5.7%MSFT6.2%

6.0%NVDAnot top 5

not top 5AMGN5.3%

not top 5V4.9%

3.8%AMZNnot top 5

2.4%GOOGLnot top 5

Held in common28.5%

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

DFUS vs DIA Returns, Every Period

DimensionalDFUS

+11.1%

5 years, per year

DIASPDR

+9.3%

5 years, per year

DFUSDIAFaded: behind in that period

3–1DFUS wins

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

DFUS vs DIA

YTD

DimensionalDFUS

+8.8%

DIASPDR

+7.8%

+8.8%Year to date+7.8%

−9.0%Worst drop · 1Y−9.8%

13.9%Volatility · 1Y13.4%

0.9%Yield1.4%

$20.9BAssets$45.9B

2–2level

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

Yields: DFUS, DIA, IWF

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

DFUS0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

DFUS$90 − $9 = $81

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFUS, DIA, IWF

Today

53.2%most shared, DFUS and IWF

DFUSDIAIWF

DFUS—28.5%53.2%

DIA28.5%—21.7%

IWF53.2%21.7%—

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

Return vs Bumpiness: 3 ETFs

+9.9%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% vol

DFUSWorst drop−9.0%13.9% 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

DIADFUS

+7.8%Year to date+8.8%

1.4%Yield0.9%

+9.9%Past year+9.8%

0.16%Fee0.09%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.7B

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