Compare · 3 funds side by side · dividends reinvested

IWD, DFAT and IWF

IWDiShares×DFATDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,246IWD · best of the three

02 / 04

IWD, DFAT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$85.3B1.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.31%+20.6%+26.4%+20.0%+10.9%−9.6%14.3%$32.1B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.6

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: IWD 2000 · DFAT 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $85.3B$17,246

IWD

DFAT

Dimensional - US Targeted Value ETF · $32.1B$15,974

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

IWDMeasureDFAT

+27.5%Year to dateJan 1 → Nov 5+20.6%

+32.0%1 yearTotal return+26.4%

+24.5%3 years · per year$10,000 became $19,285 · $17,261+20.0%

+12.3%5 years · per year$10,000 became $17,870 · $16,744+10.9%

0.18%Expense ratio$18 · $31 a year on $10k · lower is better0.31%

1.33%Trailing 12-mo yield$133 · $131 a year on $10k1.31%

−6.8%Worst dropSmaller is better−9.6%

11.2%VolatilityLower is calmer14.3%

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

8–0IWD wins

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

More Ways to See the Pairs

IWD vs DFAT: Top 5 Holdings

Today

IWD

22.6%in top 5

DFAT

in top 53.5%

IWDStockDFAT

6.1%AMZNnot top 5

6.0%AAPLnot top 5

5.3%MSFTnot top 5

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5CNH0.7%

not top 5TOL0.7%

not top 5SJM0.7%

Held in common4.5%

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

IWD vs DFAT Returns, Every Period

iSharesIWD

+12.3%

5 years, per year

DFATDimensional

+10.9%

5 years, per year

IWDDFATFaded: behind in that period

4–0IWD wins

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

IWD vs DFAT

YTD

iSharesIWD

+27.5%

DFATDimensional

+20.6%

+27.5%Year to date+20.6%

−6.8%Worst drop · 1Y−9.6%

11.2%Volatility · 1Y14.3%

1.3%Yield1.3%

$85.3BAssets$32.1B

3–0IWD wins

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

Cost, Income and Risk

Fees: IWD, DFAT, IWF

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

IWF0.18%$18

DFAT0.31%$31

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

Yields: IWD, DFAT, IWF

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

DFAT1.31%$131

IWF0.37%$37

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

DFAT$131 − $31 = $100

IWF$37 − $18 = $19

KeptFee

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

Overlap: IWD, DFAT, IWF

Today

18.7%most shared, IWD and IWF

IWDDFATIWF

IWD—4.5%18.7%

DFAT4.5%—0.0%

IWF18.7%0.0%—

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

Return vs Bumpiness: 3 ETFs

+32.0%IWD, at 11.2% volatility

IWDWorst drop−6.8%11.2% vol

DFATWorst drop−9.6%14.3% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFAT

+27.5%Year to date+20.6%

1.3%Yield1.3%

+32.0%Past year+26.4%

0.18%Fee0.31%

3–0IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026