Compare · 2 funds side by side · dividends reinvested

IWD and DFUV

IWDiShares×DFUVDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,178IWD · best of the two

02 / 04

IWD and DFUV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.3

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

Rank among the two1st → 2ndFee, 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: IWD 2000 · DFUV 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.2B$17,178

IWD

DFUV

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

$10,000 five years ago, dividends reinvested · they hold 57.1% in common

IWDMeasureDFUV

+24.2%Year to dateJan 1 → Nov 3+22.8%

+28.4%1 yearTotal return+28.4%

+23.8%3 years · per year$10,000 became $18,980 · $18,656+23.1%

+11.4%5 years · per year$10,000 became $17,178 · […][…]

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

1.37%Trailing 12-mo yield$137 · $130 a year on $10k1.30%

−6.8%Worst dropSmaller is better−6.0%

11.0%VolatilityLower is calmer11.3%

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

5–1IWD wins

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

More Ways to See the Pairs

IWD vs DFUV: Top 5 Holdings

Today

IWD

21.8%in top 5

DFUV

in top 517.8%

IWDStockDFUV

6.0%AAPLnot top 5

5.6%AMZN4.4%

5.1%MSFTnot top 5

2.4%JPM4.2%

not top 5XOM3.9%

2.7%BRK-B3.0%

not top 5JNJ2.3%

Held in common57.1%

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

IWD vs DFUV Returns, Every Period

iSharesIWD

+28.4%

past year

DFUVDimensional

+28.4%

past year

IWDDFUVFaded: behind in that period

2–0IWD wins

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

IWD vs DFUV

YTD

iSharesIWD

+24.2%

DFUVDimensional

+22.8%

+24.2%Year to date+22.8%

−6.8%Worst drop · 1Y−6.0%

11.0%Volatility · 1Y11.3%

1.4%Yield1.3%

$83.2BAssets$15.6B

3–1IWD wins

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

Cost, Income and Risk

Fees: IWD, DFUV

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

DFUV0.21%$21

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

Yields: IWD, DFUV

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

DFUV1.30%$130

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

DFUV$130 − $21 = $109

KeptFee

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

Overlap: IWD, DFUV

Today

57.1%most shared, IWD and DFUV

IWDDFUV

IWD—57.1%

DFUV57.1%—

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

Return vs Bumpiness: 2 ETFs

+28.4%DFUV, at 11.3% volatility

IWDWorst drop−6.8%11.0% vol

DFUVWorst drop−6.0%11.3% vol

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

Paid More vs Made More

YTD

IWDDFUV

+24.2%Year to date+22.8%

1.4%Yield1.3%

+28.4%Past year+28.4%

0.18%Fee0.21%

3–0IWD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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