Compare · 2 funds side by side · dividends reinvested

DFUS and IWF

DFUSDimensional×IWFiShares×

Versus in desk

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

02 / 04

DFUS 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%$21.4B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.0

Rank among the two1st → 2ndFee, 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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $21.4B$17,837

DFUS

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

$10,000 five years ago, dividends reinvested · they hold 54.1% in common

DFUSMeasureIWF

+13.4%Year to dateJan 1 → Nov 4−0.1%

+13.6%1 yearTotal return−3.0%

+24.2%3 years · per year$10,000 became $19,145 · $18,310+22.3%

+12.3%5 years · per year$10,000 became $17,837 · $16,559+10.6%

0.09%Expense ratio$9 · $18 a year on $10k · lower is better0.18%

0.86%Trailing 12-mo yield$86 · $37 a year on $10k0.37%

−9.0%Worst dropSmaller is better−15.6%

13.2%VolatilityLower is calmer18.3%

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

8–0DFUS 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 IWF: Top 5 Holdings

Today

DFUS

24.5%in top 5

IWF

in top 539.3%

DFUSStockIWF

6.6%NVDA15.1%

6.7%AAPL8.1%

5.4%MSFT6.1%

2.3%GOOGL5.1%

not top 5AVGO4.8%

3.5%AMZNnot top 5

Held in common54.1%

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

DFUS vs IWF Returns, Every Period

DimensionalDFUS

+12.3%

5 years, per year

IWFiShares

+10.6%

5 years, per year

DFUSIWFFaded: behind in that period

4–0DFUS wins

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

DFUS vs IWF

YTD

DimensionalDFUS

+13.4%

IWFiShares

−0.1%

+13.4%Year to date−0.1%

−9.0%Worst drop · 1Y−15.6%

13.2%Volatility · 1Y18.3%

0.9%Yield0.4%

$21.4BAssets$120B

4–0DFUS wins

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

Cost, Income and Risk

Fees: DFUS, IWF

Today

0.09%lowest, DFUS

FundExpense ratioFee$10k

DFUS0.09%$9

IWF0.18%$18

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

Yields: DFUS, IWF

0.86%highest, DFUS

FundTrailing yieldYield$10k

DFUS0.86%$86

IWF0.37%$37

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

Income After Fees on $10,000

$77most kept, DFUS

DFUS$86 − $9 = $77

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFUS, IWF

Today

54.1%most shared, DFUS and IWF

DFUSIWF

DFUS—54.1%

IWF54.1%—

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

Return vs Bumpiness: 2 ETFs

+13.6%DFUS, at 13.2% volatility

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

DFUSIWF

+13.4%Year to date−0.1%

0.9%Yield0.4%

+13.6%Past year−3.0%

0.09%Fee0.18%

4–0DFUS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026