DFIV vs IWP
Comparison between DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV, ETF) and ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF).
5-Year PerformanceDFIV has outperformed IWP, delivering a return of +15.6% compared to +7.0%
DFIV vs IWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFIV
$19B
Winner
IWP
$20B
Expense Ratio
DFIV
0.27%
Winner
IWP
0.23%
Max Drawdown
Winner
DFIV
27.56%
IWP
57.34%
Sharpe Ratio
Winner
DFIV
2.29
IWP
0.35
5Y Beta
Winner
DFIV
0.66
IWP
1.15
P/E Ratio
DFIV
N/A
IWP
44.69
Forward P/E
DFIV
N/A
IWP
24.94
5Y Dividends CAGR
DFIV
N/A
IWP
7.77%
Debt to Equity
DFIV
N/A
IWP
95.95%
P/S Ratio
DFIV
N/A
IWP
2.20
P/B Ratio
DFIV
N/A
IWP
9.37
DFIV vs IWP - Holdings Comparison
DFIV and IWP have 1 common holdings. Overlap is -0.02%
DFIV's top 25 holdings weight is 27.69%. IWP's top 25 holdings weight is 42.94%.
| Rank | DFIV | IWP |
|---|---|---|
| #1 | n/a (SHEL) - 3.31% | VERTIV HOLDINGS CO CLASS A (VRT) - 4.35% |
| #2 | TOTALENERGIES SE (TTE:XPAR) - 2.25% | HOWMET AEROSPACE INC (HWM) - 3.26% |
| #3 | TOYOTA MOTOR CORP (n/a) - 1.88% | QUANTA SERVICES INC (PWR) - 2.95% |
| #4 | BANCO SANTANDER SA (n/a) - 1.79% | CLOUDFLARE INC (NET) - 2.57% |
| #5 | BASF SE (n/a) - 1.37% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% |
| #6 | HSBC HOLDINGS PLC ADR (HSBC) - 1.21% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.39% |
| #7 | BP PLC ADR (BP) - 1.20% | COMFORT SYSTEMS USA INC (FIX) - 2.29% |
| #8 | SUNCOR ENERGY INC (n/a) - 1.19% | ROYAL CARIBBEAN GROUP (RCL) - 2.24% |
| #9 | THE TORONTO-DOMINION BANK (n/a) - 1.05% | CENCORA INC (COR) - 1.88% |
| #10 | ENGIE SA (n/a) - 0.98% | TARGA RESOURCES CORP (TRGP) - 1.85% |
| #11 | SOCIETE GENERALE SA (n/a) - 0.97% | VISTRA CORP (VST) - 1.82% |
| #12 | ZURICH INSURANCE GROUP AG (n/a) - 0.95% | CARVANA CO CLASS A (CVNA) - 1.72% |
| #13 | ENI SPA (n/a) - 0.95% | DATADOG INC CLASS A (DDOG) - 1.52% |
| #14 | NOKIA OYJ (n/a) - 0.92% | IDEXX LABORATORIES INC (IDXX) - 1.50% |
| #15 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.92% | W.W. GRAINGER INC (GWW) - 1.42% |
| #16 | LLOYDS BANKING GROUP PLC (n/a) - 0.91% | FASTENAL CO (FAST) - 1.40% |
| #17 | ORANGE SA (n/a) - 0.90% | AMERIPRISE FINANCIAL INC (AMP) - 1.32% |
| #18 | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 0.89% | ROCKET LAB CORP (RKLB) - 1.29% |
| #19 | HOLCIM LTD (n/a) - 0.88% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.28% |
| #20 | SWISS RE AG (n/a) - 0.84% | NRG ENERGY INC (NRG) - 1.08% |
| #21 | MICHELIN (n/a) - 0.49% | VIKING HOLDINGS LTD (VIK) - 0.48% |
| #22 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.47% | ZSCALER INC (ZS) - 0.47% |
| #23 | BANK OF MONTREAL (n/a) - 0.47% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.47% |
| #24 | LONZA GROUP LTD (n/a) - 0.45% | BLOCK INC CLASS A (XYZ) - 0.47% |
| #25 | BPER BANCA SPA (n/a) - 0.45% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.46% |
| Total Holdings | 526 | 238 |
DFIV vs IWP - Historical Returns
Returns include dividend reinvestment.
1M
DFIV
-0.09%
Winner
IWP
+2.67%
3M
DFIV
+0.52%
Winner
IWP
+2.86%
6M
Winner
DFIV
+15.90%
IWP
-2.45%
1Y
Winner
DFIV
+39.36%
IWP
+4.52%
5Y(CAGR)
Winner
DFIV
+15.63%
IWP
+6.97%
10Y(CAGR)
DFIV
N/A
IWP
+12.26%
Max(CAGR)
Winner
DFIV
+15.63%
IWP
+9.16%
DFIV vs IWP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | DFIV | IWP |
|---|---|---|
| 2026 | +9.85% | -1.09% |
| 2025 | +45.83% | +7.84% |
| 2024 | +7.82% | +23.83% |
| 2023 | +16.94% | +26.60% |
| 2022 | -4.68% | -26.14% |
| 2021 | +0.06% | +14.23% |
| 2020 | N/A | +33.86% |
| 2019 | N/A | +35.72% |
| 2018 | N/A | -5.68% |
| 2017 | N/A | +24.12% |
| 2016 | N/A | +8.86% |
| 2015 | N/A | -0.33% |
| 2014 | N/A | +12.77% |
| 2013 | N/A | +32.21% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | -2.97% |
| 2010 | N/A | +24.30% |
| 2009 | N/A | +40.22% |
| 2008 | N/A | -43.79% |
| 2007 | N/A | +11.28% |
| 2006 | N/A | +8.69% |
| 2005 | N/A | +13.54% |
| 2004 | N/A | +15.71% |
| 2003 | N/A | +37.61% |
| 2002 | N/A | -27.76% |
| 2001 | N/A | -2.79% |
DFIV vs IWP Drawdown Comparison
The maximum drawdown for DFIV was -25.39%, occurring on Sep 27, 2022. Recovery took 355 trading sessions.
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The current DFIV drawdown is -1.30%. The current IWP drawdown is -5.81%.
| Rank | DFIV | IWP |
|---|---|---|
| #1 | -25.39% Feb 9, 2022 - Jul 12, 2023 | -56.92% Oct 9, 2007 - Jan 14, 2011 |
| #2 | -14.73% Mar 19, 2025 - May 9, 2025 | -39.72% Aug 1, 2001 - Dec 1, 2003 |
| #3 | -9.66% Feb 25, 2026 - Mar 20, 2026 | -38.62% Nov 16, 2021 - Oct 11, 2024 |
| #4 | -9.57% Jul 31, 2023 - Dec 14, 2023 | -35.87% Feb 19, 2020 - Jul 8, 2020 |
| #5 | -8.28% Sep 26, 2024 - Feb 11, 2025 | -25.20% Feb 18, 2025 - Jul 3, 2025 |
| #6 | -7.60% Oct 20, 2021 - Jan 4, 2022 | -25.03% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -7.38% Jul 17, 2024 - Aug 21, 2024 | -22.49% Sep 14, 2018 - Mar 21, 2019 |
| #8 | -4.94% May 20, 2024 - Jul 12, 2024 | -20.26% Apr 23, 2015 - Aug 23, 2016 |
| #9 | -4.93% Jan 14, 2022 - Feb 9, 2022 | -14.79% Oct 27, 2025 - Mar 30, 2026 |
| #10 | -4.87% Nov 12, 2025 - Nov 28, 2025 | -14.14% Apr 5, 2004 - Nov 11, 2004 |
| #11 | -4.35% Apr 9, 2024 - May 9, 2024 | -13.73% May 8, 2006 - Nov 15, 2006 |
| #12 | -4.17% Sep 15, 2021 - Oct 14, 2021 | -13.49% Feb 12, 2021 - Jun 24, 2021 |
| #13 | -4.00% Jan 8, 2024 - Feb 22, 2024 | -11.47% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -3.94% Jul 23, 2025 - Aug 12, 2025 | -11.32% Apr 2, 2012 - Sep 13, 2012 |
| #15 | -3.42% Aug 27, 2024 - Sep 19, 2024 | -10.16% Sep 5, 2014 - Nov 6, 2014 |
Correlation
Correlation between DFIV and IWP is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2001 - 2026)
DFIV vs IWP dividend yield comparison.
| Year | DFIV | IWP |
|---|---|---|
| 2026 | 0.18% | 0.04% |
| 2025 | 2.92% | 0.37% |
| 2024 | 3.88% | 0.40% |
| 2023 | 3.93% | 0.54% |
| 2022 | 3.84% | 0.77% |
| 2021 | 2.30% | 0.30% |
| 2020 | 0.00% | 0.38% |
| 2019 | 0.00% | 0.60% |
| 2018 | 0.00% | 1.02% |
| 2017 | 0.00% | 0.78% |
| 2016 | 0.00% | 1.16% |
| 2015 | 0.00% | 0.98% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.80% |
| 2012 | 0.00% | 1.32% |
| 2011 | 0.00% | 0.93% |
| 2010 | 0.00% | 0.85% |
| 2009 | 0.00% | 0.87% |
| 2008 | 0.00% | 1.26% |
| 2007 | 0.00% | 0.63% |
| 2006 | 0.00% | 0.70% |
| 2005 | 0.00% | 0.47% |
| 2004 | 0.00% | 0.28% |
| 2003 | 0.00% | 0.18% |
| 2002 | 0.00% | 0.13% |
| 2001 | 0.00% | 0.03% |
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