Compare · 2 funds side by side · dividends reinvested

DLCU and IWF

DLCUDimensional×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 03

DLCU and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.1

Dimensional US Large Company ETFUS Stock Styles · Large cap0.09%0.18%[…][…][…][…][…][…]$13.8B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DLCU 1999 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional US Large Company ETF · $13.8B[…]

DLCU

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 55.5% in common

DLCUMeasureIWF

[…]Year to dateJan 1 → Nov 6−5.3%

[…]1 yearTotal return−6.5%

[…]3 years · per year$10,000 became […] · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.09%Expense ratio$9 · $18 a year on $10k · lower is better0.18%

0.18%Trailing 12-mo yield$18 · $39 a year on $10k0.39%

[…]Worst dropSmaller is better−14.6%

[…]VolatilityLower is calmer19.4%

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DLCU vs IWF: Top 5 Holdings

Today

DLCU

27.7%in top 5

IWF

in top 539.8%

DLCUStockIWF

6.9%NVDA14.1%

7.9%AAPL9.0%

6.3%MSFT6.6%

2.6%GOOGL5.5%

not top 5AVGO4.5%

4.0%AMZNnot top 5

Held in common55.5%

End-of-day Nov 6, 2026 · share of each fund

DLCU vs IWF Returns, Every Period

DimensionalDLCU

[…]

past year

IWFiShares

−6.5%

past year

Returns […]

DLCUIWFFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DLCU vs IWF

YTD

DimensionalDLCU

[…]

IWFiShares

−5.3%

[…]Year to date−5.3%

[…]Worst drop · 1Y−14.6%

[…]Volatility · 1Y19.4%

0.2%Yield0.4%

$13.8BAssets$113B

1–0IWF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DLCU, IWF

Today

0.09%lowest, DLCU

FundExpense ratioFee$10k

DLCU0.09%$9

IWF0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DLCU, IWF

0.39%highest, IWF

FundTrailing yieldYield$10k

IWF0.39%$39

DLCU0.18%$18

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

DLCU$18 − $9 = $9

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DLCU, IWF

Today

55.5%most shared, DLCU and IWF

DLCUIWF

DLCU—55.5%

IWF55.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−6.5%IWF, at 19.4% volatility

IWFWorst drop−14.6%19.4% vol

DLCUWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026