Compare · 2 funds side by side · dividends reinvested

DFUS and IWB

DFUSDimensional×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,473DFUS · best of the two

02 / 04

DFUS and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.88%+11.8%+12.0%+24.1%+11.8%−9.0%13.1%$21.4B1.4

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.6

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: DFUS 2001 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $21.4B$17,473

DFUS

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 94.1% in common

DFUSMeasureIWB

+11.8%Year to dateJan 1 → Nov 3+11.3%

+12.0%1 yearTotal return+11.6%

+24.1%3 years · per year$10,000 became $19,091 · $18,957+23.8%

+11.8%5 years · per year$10,000 became $17,473 · $17,090+11.3%

0.09%Expense ratio$9 · $15 a year on $10k · lower is better0.15%

0.88%Trailing 12-mo yield$88 · $92 a year on $10k0.92%

−9.0%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer12.8%

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

5–3DFUS wins

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

More Ways to See the Pairs

DFUS vs IWB: Top 5 Holdings

Today

DFUS

24.4%in top 5

IWB

in top 525.2%

DFUSStockIWB

6.8%AAPL7.1%

6.5%NVDA6.8%

5.3%MSFT5.6%

3.5%AMZN3.3%

2.3%GOOGL2.3%

Held in common94.1%

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

DFUS vs IWB Returns, Every Period

DimensionalDFUS

+11.8%

5 years, per year

IWBiShares

+11.3%

5 years, per year

DFUSIWBFaded: behind in that period

4–0DFUS wins

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

DFUS vs IWB

YTD

DimensionalDFUS

+11.8%

IWBiShares

+11.3%

+11.8%Year to date+11.3%

−9.0%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y12.8%

0.9%Yield0.9%

$21.4BAssets$47.8B

2–1IWB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFUS, IWB

Today

0.09%lowest, DFUS

FundExpense ratioFee$10k

DFUS0.09%$9

IWB0.15%$15

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

Yields: DFUS, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

DFUS0.88%$88

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

Income After Fees on $10,000

$79most kept, DFUS

DFUS$88 − $9 = $79

IWB$92 − $15 = $77

KeptFee

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

Overlap: DFUS, IWB

Today

94.1%most shared, DFUS and IWB

DFUSIWB

DFUS—94.1%

IWB94.1%—

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

Return vs Bumpiness: 2 ETFs

+12.0%DFUS, at 13.1% volatility

IWBWorst drop−8.9%12.8% vol

DFUSWorst drop−9.0%13.1% vol

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

Paid More vs Made More

YTD

IWBDFUS

+11.3%Year to date+11.8%

0.9%Yield0.9%

+11.6%Past year+12.0%

0.15%Fee0.09%

3–0DFUS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026