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$16,904DFUS · 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%0.90%+8.8%+9.8%+21.8%+11.1%−9.0%13.9%$20.9B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFUS 2001 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,441

IWF

DFUS

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

$10,000 five years ago, dividends reinvested · they hold 53.2% in common

IWFMeasureDFUS

−5.3%Year to dateJan 1 → Nov 6+8.8%

−6.5%1 yearTotal return+9.8%

+19.4%3 years · per year$10,000 became $17,022 · $18,067+21.8%

+9.1%5 years · per year$10,000 became $15,442 · $16,904+11.1%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

0.39%Trailing 12-mo yield$39 · $90 a year on $10k0.90%

−14.6%Worst dropSmaller is better−9.0%

19.4%VolatilityLower is calmer13.9%

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

0–8DFUS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs DFUS: Top 5 Holdings

Today

IWF

39.8%in top 5

DFUS

in top 525.0%

IWFStockDFUS

14.1%NVDA6.0%

9.0%AAPL7.1%

6.6%MSFT5.7%

5.5%GOOGL2.4%

4.5%AVGOnot top 5

not top 5AMZN3.8%

Held in common53.2%

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

IWF vs DFUS Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

DFUSDimensional

+11.1%

5 years, per year

IWFDFUSFaded: behind in that period

0–4DFUS wins

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

IWF vs DFUS

YTD

iSharesIWF

−5.3%

DFUSDimensional

+8.8%

−5.3%Year to date+8.8%

−14.6%Worst drop · 1Y−9.0%

19.4%Volatility · 1Y13.9%

0.4%Yield0.9%

$115BAssets$20.9B

4–0DFUS wins

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

Yields: DFUS, IWF

0.90%highest, DFUS

FundTrailing yieldYield$10k

DFUS0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$81most kept, DFUS

DFUS$90 − $9 = $81

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFUS, IWF

Today

53.2%most shared, DFUS and IWF

DFUSIWF

DFUS—53.2%

IWF53.2%—

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

Return vs Bumpiness: 2 ETFs

+9.8%DFUS, at 13.9% volatility

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

DFUSIWF

+8.8%Year to date−5.3%

0.9%Yield0.4%

+9.8%Past year−6.5%

0.09%Fee0.18%

4–0DFUS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026