DFUS vs IWP
Comparison between DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS, ETF) and ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF).
5-Year PerformanceDFUS has outperformed IWP, delivering a return of +13.1% compared to +7.0%
DFUS vs IWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFUS
$20B
IWP
$20B
Expense Ratio
Winner
DFUS
0.09%
IWP
0.23%
Max Drawdown
Winner
DFUS
25.36%
IWP
57.34%
Sharpe Ratio
Winner
DFUS
1.98
IWP
0.35
5Y Beta
Winner
DFUS
0.99
IWP
1.15
P/E Ratio
Winner
DFUS
26.08
IWP
44.69
Forward P/E
Winner
DFUS
20.44
IWP
24.94
5Y Dividends CAGR
DFUS
N/A
IWP
7.77%
5Y EPS CAGR
DFUS
23.63%
IWP
N/A
Debt to Equity
DFUS
N/A
IWP
95.95%
P/S Ratio
DFUS
3.03
Winner
IWP
2.20
P/B Ratio
Winner
DFUS
4.80
IWP
9.37
DFUS vs IWP - Holdings Comparison
DFUS and IWP have 180 common holdings. Overlap is 6.13%
DFUS's top 25 holdings weight is 45.05%. IWP's top 25 holdings weight is 42.94%.
| Rank | DFUS | IWP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.87% | VERTIV HOLDINGS CO CLASS A (VRT) - 4.35% |
| #2 | MICROSOFT CORP (MSFT) - 6.10% | HOWMET AEROSPACE INC (HWM) - 3.26% |
| #3 | APPLE INC (AAPL) - 5.35% | QUANTA SERVICES INC (PWR) - 2.95% |
| #4 | AMAZON.COM INC (AMZN) - 3.70% | CLOUDFLARE INC (NET) - 2.57% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.69% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% |
| #6 | BROADCOM INC (AVGO) - 2.11% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.39% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.77% | COMFORT SYSTEMS USA INC (FIX) - 2.29% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.59% | ROYAL CARIBBEAN GROUP (RCL) - 2.24% |
| #9 | TESLA INC (TSLA) - 1.58% | CENCORA INC (COR) - 1.88% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50% | TARGA RESOURCES CORP (TRGP) - 1.85% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.37% | VISTRA CORP (VST) - 1.82% |
| #12 | ELI LILLY AND CO (LLY) - 1.11% | CARVANA CO CLASS A (CVNA) - 1.72% |
| #13 | VISA INC CLASS A (V) - 1.03% | DATADOG INC CLASS A (DDOG) - 1.52% |
| #14 | NETFLIX INC (NFLX) - 0.92% | IDEXX LABORATORIES INC (IDXX) - 1.50% |
| #15 | EXXON MOBIL CORP (XOM) - 0.84% | W.W. GRAINGER INC (GWW) - 1.42% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.77% | FASTENAL CO (FAST) - 1.40% |
| #17 | COSTCO WHOLESALE CORP (COST) - 0.75% | AMERIPRISE FINANCIAL INC (AMP) - 1.32% |
| #18 | WALMART INC (WMT) - 0.72% | ROCKET LAB CORP (RKLB) - 1.29% |
| #19 | ORACLE CORP (ORCL) - 0.66% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.28% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.65% | NRG ENERGY INC (NRG) - 1.08% |
| #21 | THE HOME DEPOT INC (HD) - 0.63% | VIKING HOLDINGS LTD (VIK) - 0.48% |
| #22 | PROCTER & GAMBLE CO (PG) - 0.62% | ZSCALER INC (ZS) - 0.47% |
| #23 | ABBVIE INC (ABBV) - 0.58% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.47% |
| #24 | BANK OF AMERICA CORP (BAC) - 0.58% | BLOCK INC CLASS A (XYZ) - 0.47% |
| #25 | BLACKROCK INC (BLK) - 0.56% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.46% |
| Total Holdings | 1919 | 238 |
DFUS vs IWP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFUS
+7.24%
IWP
+2.67%
3M
Winner
DFUS
+8.37%
IWP
+2.86%
6M
Winner
DFUS
+8.60%
IWP
-2.45%
1Y
Winner
DFUS
+28.09%
IWP
+4.52%
5Y(CAGR)
Winner
DFUS
+13.09%
IWP
+6.97%
10Y(CAGR)
DFUS
N/A
IWP
+12.26%
Max(CAGR)
Winner
DFUS
+13.09%
IWP
+9.16%
DFUS vs IWP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | DFUS | IWP |
|---|---|---|
| 2026 | +8.19% | -1.09% |
| 2025 | +17.66% | +7.84% |
| 2024 | +25.28% | +23.83% |
| 2023 | +26.93% | +26.60% |
| 2022 | -18.83% | -26.14% |
| 2021 | +11.90% | +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% |
DFUS vs IWP Drawdown Comparison
The maximum drawdown for DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The current DFUS drawdown is -0.20%. The current IWP drawdown is -5.81%.
| Rank | DFUS | IWP |
|---|---|---|
| #1 | -24.62% Jan 3, 2022 - Dec 13, 2023 | -56.92% Oct 9, 2007 - Jan 14, 2011 |
| #2 | -19.44% Feb 19, 2025 - Jun 27, 2025 | -39.72% Aug 1, 2001 - Dec 1, 2003 |
| #3 | -8.96% Jan 27, 2026 - Apr 14, 2026 | -38.62% Nov 16, 2021 - Oct 11, 2024 |
| #4 | -8.66% Jul 16, 2024 - Sep 19, 2024 | -35.87% Feb 19, 2020 - Jul 8, 2020 |
| #5 | -5.53% Mar 28, 2024 - May 14, 2024 | -25.20% Feb 18, 2025 - Jul 3, 2025 |
| #6 | -5.29% Oct 28, 2025 - Dec 10, 2025 | -25.03% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -5.07% Sep 3, 2021 - Oct 20, 2021 | -22.49% Sep 14, 2018 - Mar 21, 2019 |
| #8 | -4.60% Dec 4, 2024 - Jan 23, 2025 | -20.26% Apr 23, 2015 - Aug 23, 2016 |
| #9 | -4.52% Nov 16, 2021 - Dec 27, 2021 | -14.79% Oct 27, 2025 - Mar 30, 2026 |
| #10 | -3.07% Jul 12, 2021 - Jul 23, 2021 | -14.14% Apr 5, 2004 - Nov 11, 2004 |
| #11 | -3.06% Oct 8, 2025 - Oct 24, 2025 | -13.73% May 8, 2006 - Nov 15, 2006 |
| #12 | -2.77% Oct 18, 2024 - Nov 6, 2024 | -13.49% Feb 12, 2021 - Jun 24, 2021 |
| #13 | -2.72% Dec 11, 2025 - Dec 23, 2025 | -11.47% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -2.50% Jul 28, 2025 - Aug 12, 2025 | -11.32% Apr 2, 2012 - Sep 13, 2012 |
| #15 | -2.40% Nov 11, 2024 - Nov 25, 2024 | -10.16% Sep 5, 2014 - Nov 6, 2014 |
Correlation
Correlation between DFUS and IWP is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2001 - 2026)
DFUS vs IWP dividend yield comparison.
| Year | DFUS | IWP |
|---|---|---|
| 2026 | 0.21% | 0.04% |
| 2025 | 0.88% | 0.37% |
| 2024 | 1.04% | 0.40% |
| 2023 | 1.33% | 0.54% |
| 2022 | 1.48% | 0.77% |
| 2021 | 0.85% | 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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