Compare · 2 funds side by side · dividends reinvested

IWF and DFUS

IWFiShares×DFUSDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,273DFUS · best of the two

02 / 04

IWF and DFUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.88%+11.6%+13.9%+22.0%+11.6%−9.0%14.1%$20.9B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: IWF 2000 · DFUS 2001

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $20.9B$17,273

DFUS

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 53.5% in common

DFUSMeasureIWF

+11.6%Year to dateJan 1 → Nov 9−2.5%

+13.9%1 yearTotal return−2.2%

+22.0%3 years · per year$10,000 became $18,179 · $17,207+19.8%

+11.6%5 years · per year$10,000 became $17,273 · $15,892+9.7%

0.09%Expense ratio$9 · $18 a year on $10k · lower is better0.18%

0.88%Trailing 12-mo yield$88 · $38 a year on $10k0.38%

−9.0%Worst dropSmaller is better−14.6%

14.1%VolatilityLower is calmer19.5%

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

8–0DFUS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFUS vs IWF: Top 5 Holdings

Today

DFUS

25.0%in top 5

IWF

in top 539.7%

DFUSStockIWF

6.2%NVDA14.3%

7.0%AAPL8.8%

5.6%MSFT6.5%

2.4%GOOGL5.5%

not top 5AVGO4.5%

3.8%AMZNnot top 5

Held in common53.5%

End-of-day Nov 9, 2026 · share of each fund

DFUS vs IWF Returns, Every Period

DimensionalDFUS

+11.6%

5 years, per year

IWFiShares

+9.7%

5 years, per year

DFUSIWFFaded: behind in that period

4–0DFUS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFUS vs IWF

YTD

DimensionalDFUS

+11.6%

IWFiShares

−2.5%

+11.6%Year to date−2.5%

−9.0%Worst drop · 1Y−14.6%

14.1%Volatility · 1Y19.5%

0.9%Yield0.4%

$20.9BAssets$115B

4–0DFUS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWF, DFUS

Today

0.09%lowest, DFUS

FundExpense ratioFee$10k

DFUS0.09%$9

IWF0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWF, DFUS

0.88%highest, DFUS

FundTrailing yieldYield$10k

DFUS0.88%$88

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$79most kept, DFUS

DFUS$88 − $9 = $79

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWF, DFUS

Today

53.5%most shared, IWF and DFUS

IWFDFUS

IWF—53.5%

DFUS53.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.9%DFUS, at 14.1% volatility

DFUSWorst drop−9.0%14.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFUSIWF

+11.6%Year to date−2.5%

0.9%Yield0.4%

+13.9%Past year−2.2%

0.09%Fee0.18%

4–0DFUS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026