Compare · 2 funds side by side · dividends reinvested

IWM and DFSV

IWMiShares×DFSVDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,509IWM · best of the two

02 / 04

IWM and DFSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.37%+22.3%+28.5%+20.4%[…]−9.4%14.7%$28.0B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWM 2000 · DFSV 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.8B$13,509

IWM

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares · $28.0B[…]

$10,000 five years ago, dividends reinvested · they hold 30.7% in common

IWMMeasureDFSV

+16.2%Year to dateJan 1 → Nov 4+22.3%

+16.9%1 yearTotal return+28.5%

+21.6%3 years · per year$10,000 became $18,002 · $17,471+20.4%

+6.2%5 years · per year$10,000 became $13,509 · […][…]

0.19%Expense ratio$19 · $31 a year on $10k · lower is better0.31%

0.96%Trailing 12-mo yield$96 · $137 a year on $10k1.37%

−11.1%Worst dropSmaller is better−9.4%

18.2%VolatilityLower is calmer14.7%

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

2–5DFSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs DFSV: Top 5 Holdings

Today

IWM

1.9%in top 5

DFSV

in top 53.7%

IWMStockDFSV

not top 5ELAN0.8%

not top 5SWKS0.8%

not top 5ARW0.7%

not top 5DINO0.7%

not top 5IVZ0.7%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

0.3%VSATnot top 5

Held in common30.7%

End-of-day Nov 4, 2026 · share of each fund

IWM vs DFSV Returns, Every Period

iSharesIWM

+16.9%

past year

DFSVDimensional

+28.5%

past year

IWMDFSVFaded: behind in that period

1–2DFSV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWM vs DFSV

YTD

iSharesIWM

+16.2%

DFSVDimensional

+22.3%

+16.2%Year to date+22.3%

−11.1%Worst drop · 1Y−9.4%

18.2%Volatility · 1Y14.7%

1.0%Yield1.4%

$75.8BAssets$28.0B

4–0DFSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, DFSV

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

DFSV0.31%$31

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWM, DFSV

1.37%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.37%$137

IWM0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, DFSV

DFSV$137 − $31 = $106

IWM$96 − $19 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWM, DFSV

Today

30.7%most shared, IWM and DFSV

IWMDFSV

IWM—30.7%

DFSV30.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.5%DFSV, at 14.7% volatility

DFSVWorst drop−9.4%14.7% vol

IWMWorst drop−11.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFSVIWM

+22.3%Year to date+16.2%

1.4%Yield1.0%

+28.5%Past year+16.9%

0.31%Fee0.19%

3–1DFSV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026