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$12,845IWM · 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%1.38%+20.8%+28.4%+18.3%[…]−9.4%15.2%$27.7B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$77.9B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: IWM 2000 · DFSV 1993

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Small Cap Value Portfolio ETF Class Shares · $27.7B[…]

DFSV

IWM

iShares Russell 2000 ETF · $77.9B$12,845

$10,000 five years ago, dividends reinvested · they hold 30.5% in common

DFSVMeasureIWM

+20.8%Year to dateJan 1 → Nov 9+15.5%

+28.4%1 yearTotal return+18.7%

+18.3%3 years · per year$10,000 became $16,566 · $17,194+19.8%

[…]5 years · per year$10,000 became […] · $12,845+5.1%

0.31%Expense ratio$31 · $19 a year on $10k · lower is better0.19%

1.38%Trailing 12-mo yield$138 · $97 a year on $10k0.97%

−9.4%Worst dropSmaller is better−11.1%

15.2%VolatilityLower is calmer18.8%

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

5–2DFSV wins

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

More Ways to See the Pairs

DFSV vs IWM: Top 5 Holdings

Today

DFSV

3.6%in top 5

IWM

in top 51.9%

DFSVStockIWM

0.9%ELANnot top 5

0.7%SWKSnot top 5

0.7%SWKnot top 5

0.7%IVZnot top 5

0.7%SSBnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5UMBF0.3%

not top 5MOG-A0.3%

Held in common30.5%

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

DFSV vs IWM Returns, Every Period

DimensionalDFSV

+28.4%

past year

IWMiShares

+18.7%

past year

DFSVIWMFaded: behind in that period

2–1DFSV wins

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

DFSV vs IWM

YTD

DimensionalDFSV

+20.8%

IWMiShares

+15.5%

+20.8%Year to date+15.5%

−9.4%Worst drop · 1Y−11.1%

15.2%Volatility · 1Y18.8%

1.4%Yield1.0%

$27.7BAssets$77.9B

4–0DFSV wins

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

Yields: IWM, DFSV

1.38%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.38%$138

IWM0.97%$97

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

Income After Fees on $10,000

$107most kept, DFSV

DFSV$138 − $31 = $107

IWM$97 − $19 = $78

KeptFee

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

Overlap: IWM, DFSV

Today

30.5%most shared, IWM and DFSV

IWMDFSV

IWM—30.5%

DFSV30.5%—

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

Return vs Bumpiness: 2 ETFs

+28.4%DFSV, at 15.2% volatility

DFSVWorst drop−9.4%15.2% vol

IWMWorst drop−11.1%18.8% vol

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

Paid More vs Made More

YTD

DFSVIWM

+20.8%Year to date+15.5%

1.4%Yield1.0%

+28.4%Past year+18.7%

0.31%Fee0.19%

3–1DFSV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

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%

$122BAssets$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