Compare · 2 funds side by side · dividends reinvested

DLCU and IWB

DLCUDimensional×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 03

DLCU and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.1

Dimensional US Large Company ETFUS Stock Styles · Large cap0.09%0.17%[…][…][…][…][…][…]$14.2B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: DLCU 1999 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional US Large Company ETF · $14.2B[…]

DLCU

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 92.4% in common

DLCUMeasureIWB

[…]Year to dateJan 1 → Nov 3+11.3%

[…]1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $18,957+23.8%

[…]5 years · per year$10,000 became […] · $17,090+11.3%

0.09%Expense ratio$9 · $15 a year on $10k · lower is better0.15%

0.17%Trailing 12-mo yield$17 · $92 a year on $10k0.92%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.8%

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

1–1Level

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

More Ways to See the Pairs

DLCU vs IWB: Top 5 Holdings

Today

DLCU

27.0%in top 5

IWB

in top 525.2%

DLCUStockIWB

7.6%AAPL7.1%

7.5%NVDA6.8%

5.8%MSFT5.6%

3.7%AMZN3.3%

2.5%GOOGL2.3%

Held in common92.4%

End-of-day Nov 3, 2026 · share of each fund

DLCU vs IWB Returns, Every Period

DimensionalDLCU

[…]

past year

IWBiShares

+11.6%

past year

Returns […]

DLCUIWBFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DLCU vs IWB

YTD

DimensionalDLCU

[…]

IWBiShares

+11.3%

[…]Year to date+11.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.8%

0.2%Yield0.9%

$14.2BAssets$47.8B

1–0IWB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DLCU, IWB

Today

0.09%lowest, DLCU

FundExpense ratioFee$10k

DLCU0.09%$9

IWB0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DLCU, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

DLCU0.17%$17

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

DLCU$17 − $9 = $8

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DLCU, IWB

Today

92.4%most shared, DLCU and IWB

DLCUIWB

DLCU—92.4%

IWB92.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%IWB, at 12.8% volatility

IWBWorst drop−8.9%12.8% vol

DLCUWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026