Compare · 2 funds side by side · dividends reinvested

DFUV and IWD

DFUVDimensional×IWDiShares×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,399IWD · best of the two

Story of the two · IncomeMost incomeIWD · 1.34% · $134 a year on $10k

Story of the two · RiskSmallest drop

DFUV and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.8%+30.1%+22.6%+11.7%−6.8%11.7%$84.7B1.1

Dimensional - US Marketwide Value ETFUS Stock Styles · Value0.21%1.28%+24.1%+28.5%+21.4%[…]−6.0%11.9%$15.6B1.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFUV 1998 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFUV

IWD

iShares Russell 1000 Value ETF · $84.7B$17,399

$10,000 five years ago, dividends reinvested · they hold 57.1% in common

DFUVMeasureIWD

+24.1%

More Ways to See the Pairs

DFUV vs IWD: Top 5 Holdings

Today

DFUV

18.5%in top 5

IWD

in top 522.6%

DFUVStockIWD

5.0%AMZN6.3%

not top 5AAPL6.0%

not top 5MSFT5.2%

4.3%JPM2.4%

3.8%XOM

Cost, Income and Risk

Fees: DFUV, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

DFUV0.21%$21

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFUV, IWD

1Y

1.34%highest, IWD

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+26.8%

+28.5%1 yearTotal return+30.1%

+21.4%3 years · per year$10,000 became $17,902 · $18,413+22.6%

[…]5 years · per year$10,000 became […] · $17,399+11.7%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

1.28%Trailing 12-mo yield$128 · $134 a year on $10k1.34%

−6.0%Worst dropSmaller is better−6.8%

11.9%VolatilityLower is calmer11.7%

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

1–6IWD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

3.2%BRK-B2.8%

2.1%CVXnot top 5

Held in common57.1%

End-of-day Nov 11, 2026 · share of each fund

DFUV vs IWD Returns, Every Period

1Y

DimensionalDFUV

+28.5%

past year

IWDiShares

+30.1%

past year

DFUVIWDFaded: behind in that period

0–3IWD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFUV vs IWD

YTD

DimensionalDFUV

+24.1%

IWDiShares

+26.8%

+24.1%Year to date+26.8%

−6.0%Worst drop · 1Y−6.8%

11.9%Volatility · 1Y11.7%

1.3%Yield1.3%

$15.6BAssets$84.7B

2–1IWD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

IWD1.34%$134

DFUV1.28%$128

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

DFUV$128 − $21 = $107

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFUV, IWD

Today

57.1%most shared, DFUV and IWD

DFUVIWD

DFUV—57.1%

IWD57.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+30.1%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

DFUVWorst drop−6.0%11.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFUV

+26.8%Year to date+24.1%

1.3%Yield1.3%

+30.1%Past year+28.5%

0.18%Fee0.21%

3–0IWD wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DFUV and IWD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two