IWD vs DFUV

AIWD

BDFUV

Measures won4–1IWD wins · of 6 · 5Y

$10,000 · 5Y$17,410IWD · VUG $16,394

Lowest cost0.03%VUG · $3 on $10k

Most income1.34%IWD · $134 on $10k

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

Held in common57.0%IWD and DFUV

iShares Russell 1000 Value ETF · $84.7BDimensional - US Marketwide Value ETF · $15.6B

+22.2%3 years · per year$18,244 · $17,644+20.8%

+11.7%5 years · per year$17,410 · […][…]

0.18%Expense ratio$18 · $21 on $10k · lower wins0.21%

1.34%12-mo yield$134 · $129 on $10k

Cards for this view

IWD

iShares Russell 1000 Value

$17,410

DFUV

Dimensional - US Marketwide Value

[…]

MeasureIWDDFUV

Fee0.18%0.21%

Cost on $10k a year$18$21

Yield1.34%1.29%

5 years, per year+11.7%[…]

3 years, per year+22.2%+20.8%

Worst drop · 1Y−6.8%−6.0%

Volatility · 1Y11.7%

#
1	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	0.0%	+26.2%	+30.5%	+22.2%	+11.7%	−6.8%	$84.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	BDFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.29%	+0.1%	+23.2%	+28.6%	+20.8%	new	−6.0%	$15.6B

#
1	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	0.0%	+26.2%	+30.5%	+22.2%	+11.7%	−6.8%	$84.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	BDFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.29%	+0.1%	+23.2%	+28.6%	+20.8%	new	−6.0%	$15.6B

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