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$16,889DFUS · 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%0.90%+8.5%+9.9%+22.1%+11.1%−9.0%13.9%$20.8B1.4

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$46.4B1.6

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

End-of-day Nov 5, 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 · $20.8B$16,889

DFUS

IWB

iShares Russell 1000 ETF · $46.4B$16,543

$10,000 five years ago, dividends reinvested · they hold 94.7% in common

DFUSMeasureIWB

+8.5%Year to dateJan 1 → Nov 5+8.1%

+9.9%1 yearTotal return+9.6%

+22.1%3 years · per year$10,000 became $18,189 · $18,083+21.8%

+11.1%5 years · per year$10,000 became $16,889 · $16,543+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 5, 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

24.9%in top 5

IWB

in top 525.6%

DFUSStockIWB

6.9%AAPL7.1%

6.3%NVDA6.6%

5.7%MSFT5.8%

3.7%AMZN3.6%

2.3%GOOGL2.4%

Held in common94.7%

End-of-day Nov 5, 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 5, 2026 · dividends in · faded = behind in that period

DFUS vs IWB

YTD

DimensionalDFUS

+8.5%

IWBiShares

+8.1%

+8.5%Year to date+8.1%

−9.0%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.6%

0.9%Yield1.0%

$20.8BAssets$46.4B

3–1IWB wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: DFUS, IWB

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

DFUS0.90%$90

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, DFUS

DFUS$90 − $9 = $81

IWB$95 − $15 = $80

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFUS, IWB

Today

94.7%most shared, DFUS and IWB

DFUSIWB

DFUS—94.7%

IWB94.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.9%DFUS, at 13.9% volatility

IWBWorst drop−8.9%13.6% vol

DFUSWorst drop−9.0%13.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWBDFUS

+8.1%Year to date+8.5%

1.0%Yield0.9%

+9.6%Past year+9.9%

0.15%Fee0.09%

3–1DFUS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026