Compare · 3 funds side by side · dividends reinvested

DFUS, IWB and VTV

DFUSDimensional×IWBiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

DFUS, IWB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.90%+8.8%+9.8%+21.8%+11.1%−9.0%13.9%$20.9B2.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.6B2.5

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 · IWB 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFUS

IWB

iShares Russell 1000 ETF · $46.6B$16,575

$10,000 five years ago, dividends reinvested · they hold 93.8% in common

DFUSMeasureIWB

+8.8%Year to dateJan 1 → Nov 6+8.5%

+9.8%1 yearTotal return+9.6%

+21.8%3 years · per year$10,000 became $18,067 · $17,966+21.6%

+11.1%5 years · per year$10,000 became $16,904 · $16,575+10.6%

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

0.90%Trailing 12-mo yield$90 · $95 a year on $10k0.95%

−9.0%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.6%

DFUSIWB 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 IWB: Top 5 Holdings

Today

DFUS

25.0%in top 5

IWB

in top 525.6%

DFUSStockIWB

7.1%AAPL7.1%

6.0%NVDA6.6%

5.7%MSFT5.8%

3.8%AMZN3.6%

2.4%GOOGL2.4%

Held in common93.8%

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

DFUS vs IWB Returns, Every Period

DimensionalDFUS

+11.1%

5 years, per year

IWBiShares

+10.6%

5 years, per year

DFUSIWBFaded: behind in that period

4–0DFUS wins

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

DFUS vs VTV

YTD

DimensionalDFUS

+8.8%

VTVVanguard

+18.5%

+8.8%Year to date+18.5%

−9.0%Worst drop · 1Y−6.4%

13.9%Volatility · 1Y10.7%

0.9%Yield1.9%

$20.9BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFUS, IWB, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFUS0.09%$9

IWB0.15%$15

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

Yields: DFUS, IWB, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IWB0.95%$95

DFUS0.90%$90

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFUS$90 − $9 = $81

IWB$95 − $15 = $80

KeptFee

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

Overlap: DFUS, IWB, VTV

Today

93.8%most shared, DFUS and IWB

DFUSIWBVTV

DFUS—93.8%40.2%

IWB93.8%—40.8%

VTV40.2%40.8%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IWBWorst drop−8.9%13.6% vol

DFUSWorst drop−9.0%13.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFUS

+18.5%Year to date+8.8%

1.9%Yield0.9%

+22.9%Past year+9.8%

0.03%Fee0.09%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026