Compare · 3 funds side by side · dividends reinvested

DIA, DFUS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,889DFUS · best of the three

02 / 04

DIA, 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%+8.5%+9.9%+22.1%+11.1%−9.0%13.9%$20.8B1.4

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$45.9B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.9

Rank among the three1st → 3rdFee, 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: DIA 1998 · DFUS 2001 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,693

DIA

DFUS

Dimensional U.S. Equity ETF · $20.8B$16,889

$10,000 five years ago, dividends reinvested · they hold 28.3% in common

DIAMeasureDFUS

+8.2%Year to dateJan 1 → Nov 5+8.5%

+10.8%1 yearTotal return+9.9%

+17.7%3 years · per year$10,000 became $16,322 · $18,189+22.1%

+9.4%5 years · per year$10,000 became $15,693 · $16,889+11.1%

0.16%Expense ratio$16 · $9 a year on $10k · lower is better0.09%

1.40%Trailing 12-mo yield$140 · $90 a year on $10k0.90%

−9.8%Worst dropSmaller is better−9.0%

13.4%VolatilityLower is calmer13.9%

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

3–5DFUS wins

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

More Ways to See the Pairs

DIA vs DFUS: Top 5 Holdings

Today

DIA

33.3%in top 5

DFUS

in top 524.9%

DIAStockDFUS

10.3%GSnot top 5

not top 5AAPL6.9%

6.6%CATnot top 5

not top 5NVDA6.3%

6.2%MSFT5.7%

5.3%AMGNnot top 5

4.9%Vnot top 5

not top 5AMZN3.7%

not top 5GOOGL2.3%

Held in common28.3%

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

DIA vs DFUS Returns, Every Period

SPDRDIA

+9.4%

5 years, per year

DFUSDimensional

+11.1%

5 years, per year

DIADFUSFaded: behind in that period

1–3DFUS wins

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

DIA vs DFUS

YTD

SPDRDIA

+8.2%

DFUSDimensional

+8.5%

+8.2%Year to date+8.5%

−9.8%Worst drop · 1Y−9.0%

13.4%Volatility · 1Y13.9%

1.4%Yield0.9%

$45.9BAssets$20.8B

2–2level

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

Cost, Income and Risk

Fees: DIA, DFUS, IWF

Today

0.09%lowest, DFUS

FundExpense ratioFee$10k

DFUS0.09%$9

DIA0.16%$16

IWF0.18%$18

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

Yields: DIA, DFUS, IWF

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

DFUS0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

DFUS$90 − $9 = $81

IWF$39 − $18 = $21

KeptFee

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

Overlap: DIA, DFUS, IWF

Today

53.9%most shared, DFUS and IWF

DIADFUSIWF

DIA—28.3%21.6%

DFUS28.3%—53.9%

IWF21.6%53.9%—

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

Return vs Bumpiness: 3 ETFs

+10.8%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% vol

DFUSWorst drop−9.0%13.9% 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

DIADFUS

+8.2%Year to date+8.5%

1.4%Yield0.9%

+10.8%Past year+9.9%

0.16%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026