Compare · 3 funds side by side · dividends reinvested

IWD, DFUV and VUG

IWDiShares×DFUVDimensional×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,410IWD · best of the three

Story of the three · IncomeMost incomeIWD · 1.34% · $134 a year on $10k

Story of the three · RiskSmallest drop

IWD, DFUV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+30.5%+22.2%+11.7%−6.8%11.7%$84.7B1.3

Dimensional - US Marketwide Value ETFUS Stock Styles · Value0.21%1.29%+23.2%+28.6%+20.8%[…]−6.0%11.9%$15.6B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: IWD 2000 · DFUV 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $84.7B$17,410

IWD

DFUV

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

$10,000 five years ago, dividends reinvested · they hold 57.0% in common

IWDMeasure

More Ways to See the Pairs

IWD vs DFUV: Top 5 Holdings

Today

IWD

22.7%in top 5

DFUV

in top 518.4%

IWDStockDFUV

6.2%AMZN5.0%

6.0%AAPLnot top 5

5.3%MSFTnot top 5

2.4%JPM4.3%

not top 5XOM

Cost, Income and Risk

Fees: IWD, DFUV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

DFUV0.21%$21

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

Yields: IWD, DFUV, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

DFUV

+26.2%Year to dateJan 1 → Nov 10+23.2%

+30.5%1 yearTotal return+28.6%

+22.2%3 years · per year$10,000 became $18,244 · $17,644+20.8%

+11.7%5 years · per year$10,000 became $17,410 · […][…]

0.18%Expense ratio$18 · $21 a year on $10k · lower is better0.21%

1.34%Trailing 12-mo yield$134 · $129 a year on $10k1.29%

−6.8%Worst dropSmaller is better−6.0%

11.7%VolatilityLower is calmer11.9%

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

6–1IWD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.8%

2.8%BRK-B3.2%

not top 5CVX2.1%

Held in common57.0%

End-of-day Nov 10, 2026 · share of each fund

IWD vs DFUV Returns, Every Period

1Y

iSharesIWD

+30.5%

past year

DFUVDimensional

+28.6%

past year

IWDDFUVFaded: behind in that period

3–0IWD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IWD vs DFUV

YTD

iSharesIWD

+26.2%

DFUVDimensional

+23.2%

+26.2%Year to date+23.2%

−6.8%Worst drop · 1Y−6.0%

11.7%Volatility · 1Y11.9%

1.3%Yield1.3%

$84.7BAssets$15.6B

2–1IWD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

DFUV1.29%$129

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

DFUV$129 − $21 = $108

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IWD, DFUV, VUG

Today

57.0%most shared, IWD and DFUV

IWDDFUVVUG

IWD—57.0%23.0%

DFUV57.0%—9.0%

VUG23.0%9.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.5%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

DFUVWorst drop−6.0%11.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFUV

+26.2%Year to date+23.2%

1.3%Yield1.3%

+30.5%Past year+28.6%

0.18%Fee0.21%

3–0IWD wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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IWD, DFUV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three