Compare · 3 funds side by side · dividends reinvested

IUSV, DFUV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,003IUSV · best of the three

02 / 04

IUSV, 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%$15.3B1.6

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.65%+12.9%+15.9%+18.3%+11.2%−6.4%10.2%$29.0B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.6

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: IUSV 2000 · DFUV 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Value ETF · $29.0B$17,003

IUSV

DFUV

Dimensional - US Marketwide Value ETF · $15.3B[…]

$10,000 five years ago, dividends reinvested · they hold 51.0% in common

IUSVMeasureDFUV

+12.9%Year to dateJan 1 → Nov 5+20.5%

+15.9%1 yearTotal return+27.1%

+18.3%3 years · per year$10,000 became $16,565 · $17,966+21.6%

+11.2%5 years · per year$10,000 became $17,003 · […][…]

0.04%Expense ratio$4 · $21 a year on $10k · lower is better0.21%

1.65%Trailing 12-mo yield$165 · $132 a year on $10k1.32%

−6.4%Worst dropSmaller is better−6.0%

10.2%VolatilityLower is calmer11.8%

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

3–4DFUV wins

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

More Ways to See the Pairs

IUSV vs DFUV: Top 5 Holdings

Today

IUSV

16.8%in top 5

DFUV

in top 518.5%

IUSVStockDFUV

7.8%AAPLnot top 5

3.7%AMZN4.9%

not top 5JPM4.4%

2.1%XOM3.9%

not top 5BRK-B3.2%

not top 5CVX2.2%

1.8%WMTnot top 5

1.4%COSTnot top 5

Held in common51.0%

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

IUSV vs DFUV Returns, Every Period

iSharesIUSV

+15.9%

past year

DFUVDimensional

+27.1%

past year

IUSVDFUVFaded: behind in that period

0–3DFUV wins

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

IUSV vs DFUV

YTD

iSharesIUSV

+12.9%

DFUVDimensional

+20.5%

+12.9%Year to date+20.5%

−6.4%Worst drop · 1Y−6.0%

10.2%Volatility · 1Y11.8%

1.6%Yield1.3%

$29.0BAssets$15.3B

2–2level

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

Cost, Income and Risk

Fees: IUSV, DFUV, IWF

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

IWF0.18%$18

DFUV0.21%$21

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

Yields: IUSV, DFUV, IWF

1.65%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.65%$165

DFUV1.32%$132

IWF0.39%$39

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

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

DFUV$132 − $21 = $111

IWF$39 − $18 = $21

KeptFee

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

Overlap: IUSV, DFUV, IWF

Today

51.0%most shared, IUSV and DFUV

IUSVDFUVIWF

IUSV—51.0%24.2%

DFUV51.0%—5.2%

IWF24.2%5.2%—

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

Return vs Bumpiness: 3 ETFs

+27.1%DFUV, at 11.8% volatility

IUSVWorst drop−6.4%10.2% vol

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

IUSVDFUV

+12.9%Year to date+20.5%

1.6%Yield1.3%

+15.9%Past year+27.1%

0.04%Fee0.21%

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