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ADFUV

BIUSV

Measures won2–3IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,110IUSV · IWF $15,505

Lowest cost0.04%IUSV · $4 on $10k

Most income1.61%IUSV · $161 on $10k

Smallest drop−6.0%DFUV · worst fall in 1Y

Held in common51.0%DFUV and IUSV

Dimensional - US Marketwide Value ETF · $15.7BiShares Core S&P U.S. Value ETF · $28.9B

+21.7%3 years · per year$18,044 · $16,318+17.7%

[…]5 years · per year[…] · $17,110+11.3%

0.21%Expense ratio$21 · $4 on $10k · lower wins0.04%

1.29%12-mo yield$129 · $161 on $10k

Cards for this view

DFUV

Dimensional - US Marketwide Value

[…]

IUSV

iShares Core S&P U.S. Value

$17,110

MeasureDFUVIUSV

Fee0.21%0.04%

Cost on $10k a year$21$4

Yield1.29%1.61%

5 years, per year[…]+11.3%

3 years, per year+21.7%+17.7%

Worst drop · 1Y−6.0%−6.4%

Volatility · 1Y11.9%

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1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.61%	+0.2%	+15.5%	+16.1%	+17.7%	+11.3%	−6.4%	$28.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$118.9B
3	ADFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.29%	+0.2%	+23.7%	+26.5%	+21.7%	new	−6.0%	$15.7B

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1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.61%	+0.2%	+15.5%	+16.1%	+17.7%	+11.3%	−6.4%	$28.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$118.9B
3	ADFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.29%	+0.2%	+23.7%	+26.5%	+21.7%	new	−6.0%	$15.7B