Compare · 3 funds side by side · dividends reinvested

IUSV, DFUV and VUG

IUSViShares×DFUVDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,016IUSV · best of the three

02 / 04

IUSV, DFUV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Marketwide Value ETFUS Stock Styles · Value0.21%1.30%+22.8%+28.4%+23.1%[…]−6.0%11.3%$15.6B1.7

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.7%+2.5%+25.3%+11.1%−16.1%18.2%$233B2.4

Rank among the three1st → 3rdFee, 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: IUSV 2000 · DFUV 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Value ETF · $28.4B$17,016

IUSV

DFUV

Dimensional - US Marketwide Value ETF · $15.6B[…]

$10,000 five years ago, dividends reinvested · they hold 51.1% in common

IUSVMeasureDFUV

+13.8%Year to dateJan 1 → Nov 3+22.8%

+16.1%1 yearTotal return+28.4%

+19.5%3 years · per year$10,000 became $17,084 · $18,656+23.1%

+11.2%5 years · per year$10,000 became $17,016 · […][…]

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

1.64%Trailing 12-mo yield$164 · $130 a year on $10k1.30%

−6.4%Worst dropSmaller is better−6.0%

9.6%VolatilityLower is calmer11.3%

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

3–4DFUV wins

End-of-day Nov 3, 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 517.8%

IUSVStockDFUV

7.8%AAPLnot top 5

3.4%AMZN4.4%

not top 5JPM4.2%

2.4%XOM3.9%

not top 5BRK-B3.0%

not top 5JNJ2.3%

1.7%WMTnot top 5

1.4%CVXnot top 5

Held in common51.1%

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

IUSV vs DFUV Returns, Every Period

iSharesIUSV

+16.1%

past year

DFUVDimensional

+28.4%

past year

IUSVDFUVFaded: behind in that period

0–3DFUV wins

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

IUSV vs DFUV

YTD

iSharesIUSV

+13.8%

DFUVDimensional

+22.8%

+13.8%Year to date+22.8%

−6.4%Worst drop · 1Y−6.0%

9.6%Volatility · 1Y11.3%

1.6%Yield1.3%

$28.4BAssets$15.6B

2–2level

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

Cost, Income and Risk

Fees: IUSV, DFUV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IUSV0.04%$4

DFUV0.21%$21

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

Yields: IUSV, DFUV, VUG

1.64%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.64%$164

DFUV1.30%$130

VUG0.41%$41

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

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

DFUV$130 − $21 = $109

VUG$41 − $3 = $38

KeptFee

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

Overlap: IUSV, DFUV, VUG

Today

51.1%most shared, IUSV and DFUV

IUSVDFUVVUG

IUSV—51.1%24.7%

DFUV51.1%—8.1%

VUG24.7%8.1%—

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

Return vs Bumpiness: 3 ETFs

+28.4%DFUV, at 11.3% volatility

IUSVWorst drop−6.4%9.6% vol

DFUVWorst drop−6.0%11.3% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

IUSVDFUV

+13.8%Year to date+22.8%

1.6%Yield1.3%

+16.1%Past year+28.4%

0.04%Fee0.21%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

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