Compare · 2 funds side by side · dividends reinvested

DFUV and IWF

DFUVDimensional×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

DFUV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Marketwide Value ETFUS Stock Styles · Value0.21%1.32%+20.5%+27.1%+21.6%[…]−6.0%11.8%$16.0B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFUV 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Marketwide Value ETF · $16.0B[…]

DFUV

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

DFUVMeasureIWF

+20.5%Year to dateJan 1 → Nov 5−6.5%

+27.1%1 yearTotal return−7.6%

+21.6%3 years · per year$10,000 became $17,966 · $17,073+19.5%

[…]5 years · per year$10,000 became […] · $15,330+8.9%

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

1.32%Trailing 12-mo yield$132 · $39 a year on $10k0.39%

−6.0%Worst dropSmaller is better−14.6%

11.8%VolatilityLower is calmer19.3%

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

6–1DFUV wins

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

More Ways to See the Pairs

DFUV vs IWF: Top 5 Holdings

Today

DFUV

18.5%in top 5

IWF

in top 539.6%

DFUVStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

4.9%AMZNnot top 5

not top 5AVGO4.7%

4.4%JPMnot top 5

3.9%XOMnot top 5

3.2%BRK-Bnot top 5

2.2%CVXnot top 5

Held in common5.2%

End-of-day Nov 5, 2026 · share of each fund

DFUV vs IWF Returns, Every Period

DimensionalDFUV

+27.1%

past year

IWFiShares

−7.6%

past year

DFUVIWFFaded: behind in that period

3–0DFUV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFUV vs IWF

YTD

DimensionalDFUV

+20.5%

IWFiShares

−6.5%

+20.5%Year to date−6.5%

−6.0%Worst drop · 1Y−14.6%

11.8%Volatility · 1Y19.3%

1.3%Yield0.4%

$16.0BAssets$121B

4–0DFUV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFUV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFUV0.21%$21

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFUV, IWF

1.32%highest, DFUV

FundTrailing yieldYield$10k

DFUV1.32%$132

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, DFUV

DFUV$132 − $21 = $111

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFUV, IWF

Today

5.2%most shared, DFUV and IWF

DFUVIWF

DFUV—5.2%

IWF5.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.1%DFUV, at 11.8% volatility

DFUVWorst drop−6.0%11.8% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFUVIWF

+20.5%Year to date−6.5%

1.3%Yield0.4%

+27.1%Past year−7.6%

0.21%Fee0.18%

3–1DFUV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026