Compare · 3 funds side by side · dividends reinvested

DFUS, VTV and IWF

DFUSDimensional×VTVVanguard×IWFiShares×

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, VTV and IWF, 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%$184B1.1

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.90%+8.8%+9.8%+21.8%+11.1%−9.0%13.9%$20.9B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.0

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 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFUS

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 40.2% in common

DFUSMeasureVTV

+8.8%Year to dateJan 1 → Nov 6+18.5%

+9.8%1 yearTotal return+22.9%

+21.8%3 years · per year$10,000 became $18,067 · $17,687+20.9%

+11.1%5 years · per year$10,000 became $16,904 · $17,585+12.0%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

0.90%Trailing 12-mo yield$90 · $187 a year on $10k1.87%

−9.0%Worst dropSmaller is better−6.4%

13.9%VolatilityLower is calmer10.7%

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

1–7VTV 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 VTV: Top 5 Holdings

Today

DFUS

25.0%in top 5

VTV

in top 515.8%

DFUSStockVTV

7.1%AAPLnot top 5

6.0%NVDAnot top 5

5.7%MSFTnot top 5

not top 5MU4.6%

3.8%AMZNnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

2.4%GOOGLnot top 5

Held in common40.2%

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

DFUS vs VTV Returns, Every Period

DimensionalDFUS

+11.1%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

DFUSVTVFaded: behind in that period

1–3VTV 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, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFUS0.09%$9

IWF0.18%$18

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

Yields: DFUS, VTV, IWF

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

DFUS0.90%$90

IWF0.39%$39

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

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFUS, VTV, IWF

Today

53.2%most shared, DFUS and IWF

DFUSVTVIWF

DFUS—40.2%53.2%

VTV40.2%—11.8%

IWF53.2%11.8%—

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

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

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

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

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