Compare · 2 funds side by side · dividends reinvested

DXUV and IWB

DXUVDimensional×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 04

DXUV and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Vector Equity Portfolio ETF Class SharesUS Stock Styles · Large cap0.26%0.95%+17.8%+20.5%[…][…]−8.5%12.1%$6.3B1.2

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DXUV 2005 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Vector Equity Portfolio ETF Class Shares · $6.3B[…]

DXUV

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 58.2% in common

DXUVMeasureIWB

+17.8%Year to dateJan 1 → Nov 4+13.0%

+20.5%1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,023+23.9%

[…]5 years · per year$10,000 became […] · $17,459+11.8%

0.26%Expense ratio$26 · $15 a year on $10k · lower is better0.15%

0.95%Trailing 12-mo yield$95 · $91 a year on $10k0.91%

−8.5%Worst dropSmaller is better−8.9%

12.1%VolatilityLower is calmer12.9%

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

5–1DXUV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DXUV vs IWB: Top 5 Holdings

Today

DXUV

19.0%in top 5

IWB

in top 525.2%

DXUVStockIWB

4.6%NVDA6.9%

4.9%AAPL6.9%

5.1%MSFT5.5%

2.4%AMZN3.5%

not top 5GOOGL2.3%

1.9%METAnot top 5

Held in common58.2%

End-of-day Nov 4, 2026 · share of each fund

DXUV vs IWB Returns, Every Period

DimensionalDXUV

+20.5%

past year

IWBiShares

+13.2%

past year

DXUVIWBFaded: behind in that period

2–0DXUV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DXUV vs IWB

YTD

DimensionalDXUV

+17.8%

IWBiShares

+13.0%

+17.8%Year to date+13.0%

−8.5%Worst drop · 1Y−8.9%

12.1%Volatility · 1Y12.9%

0.9%Yield0.9%

$6.3BAssets$47.8B

3–0DXUV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DXUV, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

DXUV0.26%$26

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DXUV, IWB

0.95%highest, DXUV

FundTrailing yieldYield$10k

DXUV0.95%$95

IWB0.91%$91

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

DXUV$95 − $26 = $69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DXUV, IWB

Today

58.2%most shared, DXUV and IWB

DXUVIWB

DXUV—58.2%

IWB58.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.5%DXUV, at 12.1% volatility

DXUVWorst drop−8.5%12.1% vol

IWBWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DXUVIWB

+17.8%Year to date+13.0%

0.9%Yield0.9%

+20.5%Past year+13.2%

0.26%Fee0.15%

2–1DXUV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026