DFUS vs IYW
Comparison between DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS, ETF) and ISHARES U.S. TECHNOLOGY ETF (IYW, ETF).
5-Year PerformanceIYW has outperformed DFUS, delivering a return of +21.4% compared to +13.1%
DFUS vs IYW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFUS
$18B
IYW
$18B
Expense Ratio
Winner
DFUS
0.09%
IYW
0.38%
Max Drawdown
Winner
DFUS
25.36%
IYW
81.90%
Sharpe Ratio
DFUS
2.03
Winner
IYW
2.33
5Y Beta
Winner
DFUS
0.99
IYW
1.42
P/E Ratio
Winner
DFUS
25.30
IYW
37.72
Forward P/E
Winner
DFUS
19.92
IYW
22.77
5Y Dividends CAGR
DFUS
N/A
IYW
-6.12%
5Y EPS CAGR
DFUS
23.66%
Winner
IYW
38.19%
Debt to Equity
DFUS
N/A
IYW
34.80%
P/S Ratio
Winner
DFUS
2.87
IYW
7.32
P/B Ratio
Winner
DFUS
4.51
IYW
9.29
DFUS vs IYW - Holdings Comparison
DFUS and IYW have 117 common holdings. Overlap is 34.21%
DFUS's top 25 holdings weight is 45.05%. IYW's top 25 holdings weight is 83.34%.
| Rank | DFUS | IYW |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.87% | NVIDIA CORP (NVDA) - 17.59% |
| #2 | MICROSOFT CORP (MSFT) - 6.10% | APPLE INC (AAPL) - 13.43% |
| #3 | APPLE INC (AAPL) - 5.35% | ALPHABET INC CLASS A (GOOGL) - 7.13% |
| #4 | AMAZON.COM INC (AMZN) - 3.70% | ALPHABET INC CLASS C (GOOG) - 5.77% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.69% | MICROSOFT CORP (MSFT) - 4.15% |
| #6 | BROADCOM INC (AVGO) - 2.11% | BROADCOM INC (AVGO) - 3.78% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.77% | ADVANCED MICRO DEVICES INC (AMD) - 3.30% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.59% | META PLATFORMS INC CLASS A (META) - 3.11% |
| #9 | TESLA INC (TSLA) - 1.58% | MICRON TECHNOLOGY INC (MU) - 3.02% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50% | INTEL CORP (INTC) - 2.30% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.37% | LAM RESEARCH CORP (LRCX) - 1.99% |
| #12 | ELI LILLY AND CO (LLY) - 1.11% | APPLIED MATERIALS INC (AMAT) - 1.97% |
| #13 | VISA INC CLASS A (V) - 1.03% | n/a (PLTR) - 1.91% |
| #14 | NETFLIX INC (NFLX) - 0.92% | ORACLE CORP (ORCL) - 1.78% |
| #15 | EXXON MOBIL CORP (XOM) - 0.84% | KLA CORP (KLAC) - 1.53% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.77% | TEXAS INSTRUMENTS INC (TXN) - 1.50% |
| #17 | COSTCO WHOLESALE CORP (COST) - 0.75% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.30% |
| #18 | WALMART INC (WMT) - 0.72% | ANALOG DEVICES INC (ADI) - 1.18% |
| #19 | ORACLE CORP (ORCL) - 0.66% | AMPHENOL CORP CLASS A (APH) - 1.11% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.65% | SALESFORCE INC (CRM) - 1.01% |
| #21 | THE HOME DEPOT INC (HD) - 0.63% | QUALCOMM INC (QCOM) - 0.98% |
| #22 | PROCTER & GAMBLE CO (PG) - 0.62% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.94% |
| #23 | ABBVIE INC (ABBV) - 0.58% | PALO ALTO NETWORKS INC (PANW) - 0.90% |
| #24 | BANK OF AMERICA CORP (BAC) - 0.58% | WESTERN DIGITAL CORP (WDC) - 0.84% |
| #25 | BLACKROCK INC (BLK) - 0.56% | MARVELL TECHNOLOGY INC (MRVL) - 0.82% |
| Total Holdings | 1919 | 143 |
DFUS vs IYW - Historical Returns
Returns include dividend reinvestment.
1M
DFUS
+8.88%
Winner
IYW
+23.58%
3M
DFUS
+6.26%
Winner
IYW
+21.60%
6M
DFUS
+10.58%
Winner
IYW
+19.67%
1Y
DFUS
+32.37%
Winner
IYW
+61.01%
5Y(CAGR)
DFUS
+13.12%
Winner
IYW
+21.41%
10Y(CAGR)
DFUS
N/A
IYW
+25.79%
Max(CAGR)
Winner
DFUS
+13.12%
IYW
+9.30%
DFUS vs IYW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | DFUS | IYW |
|---|---|---|
| 2026 | +8.22% | +19.43% |
| 2025 | +17.66% | +25.36% |
| 2024 | +25.28% | +33.77% |
| 2023 | +26.93% | +66.65% |
| 2022 | -18.83% | -35.16% |
| 2021 | +11.90% | +37.48% |
| 2020 | N/A | +44.47% |
| 2019 | N/A | +46.32% |
| 2018 | N/A | -2.40% |
| 2017 | N/A | +35.59% |
| 2016 | N/A | +15.48% |
| 2015 | N/A | +4.03% |
| 2014 | N/A | +20.70% |
| 2013 | N/A | +22.71% |
| 2012 | N/A | +9.98% |
| 2011 | N/A | -1.28% |
| 2010 | N/A | +10.59% |
| 2009 | N/A | +57.56% |
| 2008 | N/A | -42.02% |
| 2007 | N/A | +14.50% |
| 2006 | N/A | +7.37% |
| 2005 | N/A | +3.73% |
| 2004 | N/A | +0.96% |
| 2003 | N/A | +43.69% |
| 2002 | N/A | -40.37% |
| 2001 | N/A | -22.34% |
| 2000 | N/A | -32.09% |
DFUS vs IYW Drawdown Comparison
The maximum drawdown for DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.
The maximum drawdown for IYW was -81.90%, occurring on Oct 9, 2002. Recovery took 4156 trading sessions.
| Rank | DFUS | IYW |
|---|---|---|
| #1 | -24.62% Jan 3, 2022 - Dec 13, 2023 | -81.90% Jul 17, 2000 - Jan 24, 2017 |
| #2 | -19.44% Feb 19, 2025 - Jun 27, 2025 | -39.44% Dec 27, 2021 - Nov 20, 2023 |
| #3 | -8.96% Jan 27, 2026 - Apr 14, 2026 | -30.47% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -8.66% Jul 16, 2024 - Sep 19, 2024 | -26.47% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -5.53% Mar 28, 2024 - May 14, 2024 | -23.96% Aug 29, 2018 - Mar 21, 2019 |
| #6 | -5.29% Oct 28, 2025 - Dec 10, 2025 | -17.81% Oct 29, 2025 - Apr 22, 2026 |
| #7 | -5.07% Sep 3, 2021 - Oct 20, 2021 | -16.11% Jul 10, 2024 - Nov 7, 2024 |
| #8 | -4.60% Dec 4, 2024 - Jan 23, 2025 | -13.30% Sep 2, 2020 - Dec 4, 2020 |
| #9 | -4.52% Nov 16, 2021 - Dec 27, 2021 | -12.91% Apr 29, 2019 - Jul 12, 2019 |
| #10 | -3.07% Jul 12, 2021 - Jul 23, 2021 | -11.44% Feb 12, 2021 - Apr 8, 2021 |
| #11 | -3.06% Oct 8, 2025 - Oct 24, 2025 | -10.54% Jan 26, 2018 - Feb 26, 2018 |
| #12 | -2.77% Oct 18, 2024 - Nov 6, 2024 | -10.21% Mar 12, 2018 - Jun 1, 2018 |
| #13 | -2.72% Dec 11, 2025 - Dec 23, 2025 | -8.84% Apr 15, 2021 - Jun 11, 2021 |
| #14 | -2.50% Jul 28, 2025 - Aug 12, 2025 | -8.67% Mar 22, 2024 - May 15, 2024 |
| #15 | -2.40% Nov 11, 2024 - Nov 25, 2024 | -8.42% Jul 26, 2019 - Oct 28, 2019 |
Correlation
Correlation between DFUS and IYW is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
DFUS vs IYW dividend yield comparison.
| Year | DFUS | IYW |
|---|---|---|
| 2026 | 0.21% | 0.03% |
| 2025 | 0.88% | 0.14% |
| 2024 | 1.04% | 0.21% |
| 2023 | 1.33% | 0.34% |
| 2022 | 1.48% | 0.50% |
| 2021 | 0.85% | 0.31% |
| 2020 | 0.00% | 0.56% |
| 2019 | 0.00% | 0.72% |
| 2018 | 0.00% | 0.92% |
| 2017 | 0.00% | 0.82% |
| 2016 | 0.00% | 1.14% |
| 2015 | 0.00% | 1.12% |
| 2014 | 0.00% | 1.13% |
| 2013 | 0.00% | 1.06% |
| 2012 | 0.00% | 0.94% |
| 2011 | 0.00% | 0.61% |
| 2010 | 0.00% | 0.43% |
| 2009 | 0.00% | 0.45% |
| 2008 | 0.00% | 0.65% |
| 2007 | 0.00% | 0.21% |
| 2006 | 0.00% | 0.14% |
| 2005 | 0.00% | 0.15% |
| 2004 | 0.00% | 1.44% |
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