DFAC vs IWB
Comparison between DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC, ETF) and ISHARES RUSSELL 1000 ETF (IWB, ETF).
5-Year PerformanceIWB has outperformed DFAC, delivering a return of +12.4% compared to +12.3%
DFAC vs IWB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFAC
$48B
Winner
IWB
$48B
Expense Ratio
DFAC
0.17%
Winner
IWB
0.15%
Max Drawdown
Winner
DFAC
23.86%
IWB
56.43%
Sharpe Ratio
Winner
DFAC
1.48
IWB
1.25
5Y Beta
Winner
DFAC
0.95
IWB
0.98
P/E Ratio
Winner
DFAC
23.20
IWB
26.00
Forward P/E
Winner
DFAC
18.21
IWB
20.32
5Y Dividends CAGR
Winner
DFAC
51.60%
IWB
6.16%
5Y EPS CAGR
DFAC
21.99%
Winner
IWB
28.08%
Debt to Equity
Winner
DFAC
47.60%
IWB
62.50%
P/S Ratio
Winner
DFAC
2.30
IWB
3.44
P/B Ratio
Winner
DFAC
3.98
IWB
5.26
DFAC vs IWB - Holdings Comparison
DFAC and IWB have 760 common holdings. Overlap is 58.68%
DFAC's top 25 holdings weight is 33.64%. IWB's top 25 holdings weight is 45.53%.
| Rank | DFAC | IWB |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.38% | NVIDIA CORP (NVDA) - 7.30% |
| #2 | APPLE INC (AAPL) - 4.75% | APPLE INC (AAPL) - 6.10% |
| #3 | MICROSOFT CORP (MSFT) - 3.88% | MICROSOFT CORP (MSFT) - 5.11% |
| #4 | AMAZON.COM INC (AMZN) - 2.57% | AMAZON.COM INC (AMZN) - 3.62% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.08% | ALPHABET INC CLASS A (GOOGL) - 2.79% |
| #6 | META PLATFORMS INC CLASS A (META) - 1.95% | BROADCOM INC (AVGO) - 2.70% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.54% | ALPHABET INC CLASS C (GOOG) - 2.27% |
| #8 | EXXON MOBIL CORP (XOM) - 1.04% | META PLATFORMS INC CLASS A (META) - 1.78% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.02% | MICRON TECHNOLOGY INC (MU) - 1.43% |
| #10 | JOHNSON & JOHNSON (JNJ) - 0.92% | JPMORGAN CHASE & CO (JPM) - 1.36% |
| #11 | ELI LILLY AND CO (LLY) - 0.91% | ELI LILLY AND CO (LLY) - 1.36% |
| #12 | BROADCOM INC (AVGO) - 0.78% | TESLA INC (TSLA) - 1.34% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.78% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.33% |
| #14 | VISA INC CLASS A (V) - 0.66% | ADVANCED MICRO DEVICES INC (AMD) - 1.10% |
| #15 | CHEVRON CORP (CVX) - 0.66% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.93% |
| #16 | MICRON TECHNOLOGY INC (MU) - 0.55% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | PROCTER & GAMBLE CO (PG) - 0.53% | VISA INC CLASS A (V) - 0.83% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.52% | WALMART INC (WMT) - 0.71% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.50% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.45% | MASTERCARD INC CLASS A (MA) - 0.63% |
| #21 | MERCK & CO INC (MRK) - 0.44% | ANALOG DEVICES INC (ADI) - 0.26% |
| #22 | WALMART INC (WMT) - 0.44% | THE WALT DISNEY CO (DIS) - 0.26% |
| #23 | NETFLIX INC (NFLX) - 0.43% | AMERICAN EXPRESS CO (AXP) - 0.26% |
| #24 | CATERPILLAR INC (CAT) - 0.43% | CHARLES SCHWAB CORP (SCHW) - 0.25% |
| #25 | ABBVIE INC (ABBV) - 0.43% | EATON CORP PLC (ETN) - 0.25% |
| Total Holdings | 2016 | 983 |
DFAC vs IWB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFAC
+2.63%
IWB
+2.51%
3M
Winner
DFAC
+5.47%
IWB
+3.85%
6M
DFAC
+11.12%
Winner
IWB
+11.52%
1Y
Winner
DFAC
+24.35%
IWB
+21.47%
5Y(CAGR)
DFAC
+12.26%
Winner
IWB
+12.39%
10Y(CAGR)
DFAC
N/A
IWB
+14.93%
Max(CAGR)
Winner
DFAC
+12.24%
IWB
+8.60%
DFAC vs IWB - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | DFAC | IWB |
|---|---|---|
| 2026 | +15.20% | +12.61% |
| 2025 | +15.76% | +17.40% |
| 2024 | +20.22% | +25.08% |
| 2023 | +22.46% | +27.04% |
| 2022 | -15.31% | -19.70% |
| 2021 | +9.52% | +28.10% |
| 2020 | N/A | +19.74% |
| 2019 | N/A | +31.11% |
| 2018 | N/A | -5.57% |
| 2017 | N/A | +20.58% |
| 2016 | N/A | +13.69% |
| 2015 | N/A | +0.86% |
| 2014 | N/A | +14.05% |
| 2013 | N/A | +29.59% |
| 2012 | N/A | +14.77% |
| 2011 | N/A | +0.22% |
| 2010 | N/A | +14.18% |
| 2009 | N/A | +24.67% |
| 2008 | N/A | -36.70% |
| 2007 | N/A | +5.37% |
| 2006 | N/A | +13.49% |
| 2005 | N/A | +7.04% |
| 2004 | N/A | +10.98% |
| 2003 | N/A | +25.31% |
| 2002 | N/A | -22.03% |
| 2001 | N/A | -8.93% |
| 2000 | N/A | -4.97% |
DFAC vs IWB Drawdown Comparison
The maximum drawdown for DFAC was -23.11%, occurring on Sep 30, 2022. Recovery took 488 trading sessions.
The maximum drawdown for IWB was -55.38%, occurring on Mar 9, 2009. Recovery took 1119 trading sessions.
The current DFAC drawdown is -1.32%. The current IWB drawdown is -1.49%.
| Rank | DFAC | IWB |
|---|---|---|
| #1 | -23.11% Jan 4, 2022 - Dec 13, 2023 | -55.38% Oct 9, 2007 - Mar 19, 2012 |
| #2 | -20.02% Dec 4, 2024 - Jul 3, 2025 | -48.25% Sep 1, 2000 - Oct 13, 2006 |
| #3 | -8.49% Feb 9, 2026 - Apr 15, 2026 | -34.60% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.27% Jul 16, 2024 - Sep 19, 2024 | -25.20% Jan 3, 2022 - Dec 14, 2023 |
| #5 | -5.82% Mar 28, 2024 - May 15, 2024 | -19.72% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.54% Nov 16, 2021 - Dec 27, 2021 | -19.09% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.82% Oct 27, 2025 - Nov 28, 2025 | -14.25% May 21, 2015 - Jun 2, 2016 |
| #8 | -4.49% Sep 2, 2021 - Oct 20, 2021 | -9.97% Jan 26, 2018 - Jul 25, 2018 |
| #9 | -3.87% Jul 12, 2021 - Jul 29, 2021 | -9.86% Apr 2, 2012 - Aug 16, 2012 |
| #10 | -3.51% Jun 4, 2026 - Jun 15, 2026 | -9.45% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -3.19% Oct 6, 2025 - Oct 24, 2025 | -9.33% Sep 2, 2020 - Nov 11, 2020 |
| #12 | -3.12% Jun 15, 2021 - Jun 25, 2021 | -8.86% Jan 27, 2026 - Apr 15, 2026 |
| #13 | -2.97% Oct 18, 2024 - Nov 6, 2024 | -8.43% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.75% Jul 25, 2025 - Aug 12, 2025 | -7.58% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -2.59% Dec 27, 2023 - Jan 22, 2024 | -7.30% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between DFAC and IWB is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
DFAC vs IWB dividend yield comparison.
| Year | DFAC | IWB |
|---|---|---|
| 2026 | 0.45% | 0.41% |
| 2025 | 0.97% | 1.00% |
| 2024 | 1.03% | 1.14% |
| 2023 | 1.20% | 1.31% |
| 2022 | 1.50% | 1.56% |
| 2021 | 0.88% | 1.09% |
| 2020 | 0.00% | 1.37% |
| 2019 | 0.00% | 1.71% |
| 2018 | 0.00% | 2.06% |
| 2017 | 0.00% | 1.64% |
| 2016 | 0.00% | 1.89% |
| 2015 | 0.00% | 1.95% |
| 2014 | 0.00% | 1.70% |
| 2013 | 0.00% | 1.68% |
| 2012 | 0.00% | 2.05% |
| 2011 | 0.00% | 1.93% |
| 2010 | 0.00% | 1.67% |
| 2009 | 0.00% | 1.94% |
| 2008 | 0.00% | 2.49% |
| 2007 | 0.00% | 1.68% |
| 2006 | 0.00% | 1.57% |
| 2005 | 0.00% | 1.92% |
| 2004 | 0.00% | 1.73% |
| 2003 | 0.00% | 1.42% |
| 2002 | 0.00% | 1.54% |
| 2001 | 0.00% | 1.14% |
| 2000 | 0.00% | 0.64% |
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