Compare · 2 funds side by side · dividends reinvested

IWB and DFUS

IWBiShares×DFUSDimensional×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,108DFUS · best of the two

Story of the two · IncomeMost incomeIWB · 0.92% · $92 a year on $10k

Story of the two · RiskSmallest drop

IWB and DFUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.87%+12.6%+13.1%+22.0%+11.5%−9.0%14.1%$21.7B1.4

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+12.2%+12.6%+21.7%+11.1%−8.9%13.7%$48.3B1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: IWB 2000 · DFUS 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional U.S. Equity ETF · $21.7B$17,108

DFUS

IWB

iShares Russell 1000 ETF · $48.3B$16,904

$10,000 five years ago, dividends reinvested · they hold 94.6% in common

DFUSMeasureIWB

+12.6%

More Ways to See the Pairs

DFUS vs IWB: Top 5 Holdings

Today

DFUS

24.2%in top 5

IWB

in top 524.8%

DFUSStockIWB

7.0%AAPL7.3%

5.5%MSFT5.7%

5.5%NVDA5.7%

3.9%AMZN3.8%

2.3%

Cost, Income and Risk

Fees: IWB, DFUS

Today

0.09%lowest, DFUS

FundExpense ratioFee$10k

DFUS0.09%$9

IWB0.15%$15

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IWB, DFUS

1Y

0.92%highest, IWB

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 12

+12.2%

+13.1%1 yearTotal return+12.6%

+22.0%3 years · per year$10,000 became $18,137 · $18,011+21.7%

+11.5%5 years · per year$10,000 became $17,258 · $16,904+11.1%

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

0.87%Trailing 12-mo yield$87 · $92 a year on $10k0.92%

−9.0%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.7%

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

5–3DFUS wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

GOOGL

2.4%

Held in common94.6%

End-of-day Nov 12, 2026 · share of each fund

DFUS vs IWB Returns, Every Period

5Y

DimensionalDFUS

+11.5%

5 years, per year

IWBiShares

+11.1%

5 years, per year

DFUSIWBFaded: behind in that period

4–0DFUS wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFUS vs IWB

YTD

DimensionalDFUS

+12.6%

IWBiShares

+12.2%

+12.6%Year to date+12.2%

−9.0%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.7%

0.9%Yield0.9%

$21.7BAssets$48.3B

2–1IWB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

IWB0.92%$92

DFUS0.87%$87

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

Income After Fees on $10,000

1Y

$78most kept, DFUS

DFUS$87 − $9 = $78

IWB$92 − $15 = $77

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IWB, DFUS

Today

94.6%most shared, IWB and DFUS

IWBDFUS

IWB—94.6%

DFUS94.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.1%DFUS, at 14.1% volatility

IWBWorst drop−8.9%13.7% vol

DFUSWorst drop−9.0%14.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IWBDFUS

+12.2%Year to date+12.6%

0.9%Yield0.9%

+12.6%Past year+13.1%

0.15%Fee0.09%

3–0DFUS wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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IWB and DFUS

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two