Compare · 2 funds side by side · dividends reinvested

DFUV and IUSV

DFUVDimensional×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,624IUSV · best of the two

02 / 04

DFUV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Marketwide Value ETFUS Stock Styles · Value0.21%1.28%+24.4%+30.3%+23.2%[…]−6.0%11.3%$15.6B1.4

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.5

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: DFUV 1998 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Marketwide Value ETF · $15.6B[…]

DFUV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,624

$10,000 five years ago, dividends reinvested · they hold 51.1% in common

DFUVMeasureIUSV

+24.4%Year to dateJan 1 → Nov 4+16.1%

+30.3%1 yearTotal return+18.7%

+23.2%3 years · per year$10,000 became $18,705 · $17,194+19.8%

[…]5 years · per year$10,000 became […] · $17,624+12.0%

0.21%Expense ratio$21 · $4 a year on $10k · lower is better0.04%

1.28%Trailing 12-mo yield$128 · $160 a year on $10k1.60%

−6.0%Worst dropSmaller is better−6.4%

11.3%VolatilityLower is calmer9.8%

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

4–3DFUV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFUV vs IUSV: Top 5 Holdings

Today

DFUV

17.8%in top 5

IUSV

in top 516.6%

DFUVStockIUSV

not top 5AAPL7.5%

4.5%AMZN3.6%

4.2%JPMnot top 5

3.9%XOM2.3%

3.0%BRK-Bnot top 5

2.3%JNJnot top 5

not top 5WMT1.7%

not top 5COST1.4%

Held in common51.1%

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

DFUV vs IUSV Returns, Every Period

DimensionalDFUV

+30.3%

past year

IUSViShares

+18.7%

past year

DFUVIUSVFaded: behind in that period

3–0DFUV wins

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

DFUV vs IUSV

YTD

DimensionalDFUV

+24.4%

IUSViShares

+16.1%

+24.4%Year to date+16.1%

−6.0%Worst drop · 1Y−6.4%

11.3%Volatility · 1Y9.8%

1.3%Yield1.6%

$15.6BAssets$28.4B

2–2level

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

Cost, Income and Risk

Fees: DFUV, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

DFUV0.21%$21

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

Yields: DFUV, IUSV

1.60%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.60%$160

DFUV1.28%$128

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

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

DFUV$128 − $21 = $107

KeptFee

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

Overlap: DFUV, IUSV

Today

51.1%most shared, DFUV and IUSV

DFUVIUSV

DFUV—51.1%

IUSV51.1%—

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

Return vs Bumpiness: 2 ETFs

+30.3%DFUV, at 11.3% volatility

IUSVWorst drop−6.4%9.8% vol

DFUVWorst drop−6.0%11.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVDFUV

+16.1%Year to date+24.4%

1.6%Yield1.3%

+18.7%Past year+30.3%

0.04%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026