DFUV vs IWO
Comparison between DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF) and ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF).
DFUV vs IWO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFUV
$15B
Winner
IWO
$15B
Expense Ratio
Winner
DFUV
0.21%
IWO
0.24%
Max Drawdown
Winner
DFUV
18.26%
IWO
60.31%
Sharpe Ratio
Winner
DFUV
2.02
IWO
1.16
5Y Beta
Winner
DFUV
0.79
IWO
1.22
P/E Ratio
DFUV
20.50
Winner
IWO
-385.16
Forward P/E
Winner
DFUV
13.93
IWO
19.66
5Y Dividends CAGR
DFUV
N/A
IWO
8.50%
5Y EPS CAGR
DFUV
14.92%
Winner
IWO
16.13%
Debt to Equity
DFUV
N/A
IWO
79.92%
P/S Ratio
Winner
DFUV
1.90
IWO
1.98
P/B Ratio
Winner
DFUV
2.60
IWO
4.66
DFUV vs IWO - Holdings Comparison
DFUV and IWO have 341 common holdings. Overlap is 3.56%
DFUV's top 25 holdings weight is 38.59%. IWO's top 25 holdings weight is 12.94%.
| Rank | DFUV | IWO |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 5.32% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.70% |
| #2 | JPMORGAN CHASE & CO (JPM) - 4.37% | MOOG INC CLASS A (MOG-A) - 0.69% |
| #3 | EXXON MOBIL CORP (XOM) - 3.06% | JFROG LTD ORDINARY SHARES (FROG) - 0.61% |
| #4 | JOHNSON & JOHNSON (JNJ) - 2.77% | KRYSTAL BIOTECH INC (KRYS) - 0.55% |
| #5 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% | GLAUKOS CORP (GKOS) - 0.54% |
| #6 | AMAZON.COM INC (AMZN) - 2.51% | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.54% |
| #7 | CHEVRON CORP (CVX) - 1.83% | FIRSTCASH HOLDINGS INC (FCFS) - 0.53% |
| #8 | INTEL CORP (INTC) - 1.72% | ESCO TECHNOLOGIES INC (ESE) - 0.53% |
| #9 | CISCO SYSTEMS INC (CSCO) - 1.62% | ARGAN INC (AGX) - 0.53% |
| #10 | UNITEDHEALTH GROUP INC (UNH) - 1.37% | n/a (PRAX) - 0.51% |
| #11 | LINDE PLC (LIN) - 1.19% | STONEX GROUP INC (SNEX) - 0.51% |
| #12 | VERIZON COMMUNICATIONS INC (VZ) - 1.18% | HEALTHEQUITY INC (HQY) - 0.50% |
| #13 | THE GOLDMAN SACHS GROUP INC (GS) - 1.16% | NLIGHT INC (LASR) - 0.50% |
| #14 | BANK OF AMERICA CORP (BAC) - 1.12% | POWER INTEGRATIONS INC (POWI) - 0.50% |
| #15 | WELLS FARGO & CO (WFC) - 0.92% | MAXLINEAR INC (MXL) - 0.50% |
| #16 | AT&T INC (T) - 0.91% | BRINKER INTERNATIONAL INC (EAT) - 0.50% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 0.86% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.50% |
| #18 | RTX CORP (RTX) - 0.84% | TG THERAPEUTICS INC (TGTX) - 0.49% |
| #19 | MERCK & CO INC (MRK) - 0.79% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.48% |
| #20 | PFIZER INC (PFE) - 0.76% | n/a (HIMS) - 0.47% |
| #21 | META PLATFORMS INC CLASS A (META) - 0.34% | OSCAR HEALTH INC CLASS A (OSCR) - 0.46% |
| #22 | NORFOLK SOUTHERN CORP (NSC) - 0.34% | SPYRE THERAPEUTICS INC (SYRE) - 0.46% |
| #23 | CAPITAL ONE FINANCIAL CORP (COF) - 0.34% | FEDERAL SIGNAL CORP (FSS) - 0.45% |
| #24 | DELTA AIR LINES INC (DAL) - 0.33% | SILICON LABORATORIES INC (SLAB) - 0.45% |
| #25 | DANAHER CORP (DHR) - 0.33% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.44% |
| Total Holdings | 1264 | 1059 |
DFUV vs IWO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFUV
+0.43%
IWO
-3.12%
3M
Winner
DFUV
+8.76%
IWO
+7.49%
6M
Winner
DFUV
+13.72%
IWO
+8.97%
1Y
DFUV
+31.72%
Winner
IWO
+32.00%
5Y(CAGR)
Winner
DFUV
+14.54%
IWO
+5.46%
10Y(CAGR)
DFUV
N/A
IWO
+11.06%
Max(CAGR)
Winner
DFUV
+14.54%
IWO
+7.13%
DFUV vs IWO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | DFUV | IWO |
|---|---|---|
| 2026 | +17.87% | +16.82% |
| 2025 | +15.99% | +12.52% |
| 2024 | +11.55% | +16.13% |
| 2023 | +13.68% | +19.56% |
| 2022 | +1.23% | -27.17% |
| 2021 | N/A | +4.06% |
| 2020 | N/A | +34.46% |
| 2019 | N/A | +28.07% |
| 2018 | N/A | -10.30% |
| 2017 | N/A | +21.71% |
| 2016 | N/A | +14.71% |
| 2015 | N/A | -0.66% |
| 2014 | N/A | +6.99% |
| 2013 | N/A | +39.28% |
| 2012 | N/A | +13.33% |
| 2011 | N/A | -4.60% |
| 2010 | N/A | +26.19% |
| 2009 | N/A | +31.85% |
| 2008 | N/A | -37.46% |
| 2007 | N/A | +6.76% |
| 2006 | N/A | +10.89% |
| 2005 | N/A | +5.59% |
| 2004 | N/A | +13.00% |
| 2003 | N/A | +44.40% |
| 2002 | N/A | -30.51% |
| 2001 | N/A | -4.63% |
| 2000 | N/A | -14.94% |
DFUV vs IWO Drawdown Comparison
The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.
The current DFUV drawdown is -0.31%. The current IWO drawdown is -3.14%.
| Rank | DFUV | IWO |
|---|---|---|
| #1 | -17.59% Nov 25, 2024 - Aug 22, 2025 | -60.11% Sep 1, 2000 - Feb 22, 2007 |
| #2 | -15.33% Jun 7, 2022 - Nov 23, 2022 | -57.62% Oct 10, 2007 - Dec 21, 2010 |
| #3 | -11.55% Jul 31, 2023 - Dec 13, 2023 | -42.02% Feb 9, 2021 - Oct 6, 2025 |
| #4 | -10.97% Feb 2, 2023 - Jul 19, 2023 | -39.81% Feb 19, 2020 - Aug 7, 2020 |
| #5 | -6.78% Jul 31, 2024 - Aug 30, 2024 | -29.23% Apr 29, 2011 - Sep 14, 2012 |
| #6 | -6.67% Nov 30, 2022 - Jan 26, 2023 | -28.80% Aug 31, 2018 - Jan 14, 2020 |
| #7 | -6.01% Feb 11, 2026 - Apr 17, 2026 | -28.69% Jun 23, 2015 - Dec 8, 2016 |
| #8 | -5.79% Mar 28, 2024 - Jul 16, 2024 | -14.87% Jan 22, 2026 - Apr 17, 2026 |
| #9 | -4.44% Nov 12, 2025 - Nov 28, 2025 | -14.44% Mar 4, 2014 - Dec 22, 2014 |
| #10 | -4.18% May 17, 2022 - May 26, 2022 | -10.85% Sep 14, 2012 - Jan 2, 2013 |
| #11 | -4.06% Aug 30, 2024 - Sep 19, 2024 | -10.26% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.33% Oct 6, 2025 - Oct 24, 2025 | -10.24% Oct 15, 2025 - Dec 11, 2025 |
| #13 | -3.13% Dec 27, 2023 - Jan 29, 2024 | -9.04% Jan 26, 2018 - Mar 9, 2018 |
| #14 | -3.07% Oct 17, 2024 - Nov 6, 2024 | -8.73% Feb 22, 2007 - Apr 16, 2007 |
| #15 | -2.57% Jul 16, 2024 - Jul 31, 2024 | -7.76% Sep 2, 2020 - Oct 5, 2020 |
Correlation
Correlation between DFUV and IWO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
DFUV vs IWO dividend yield comparison.
| Year | DFUV | IWO |
|---|---|---|
| 2026 | 0.66% | 0.14% |
| 2025 | 1.55% | 0.56% |
| 2024 | 1.64% | 0.80% |
| 2023 | 1.72% | 0.73% |
| 2022 | 1.34% | 0.73% |
| 2021 | 0.00% | 0.32% |
| 2020 | 0.00% | 0.44% |
| 2019 | 0.00% | 0.71% |
| 2018 | 0.00% | 0.76% |
| 2017 | 0.00% | 0.73% |
| 2016 | 0.00% | 0.97% |
| 2015 | 0.00% | 0.89% |
| 2014 | 0.00% | 0.73% |
| 2013 | 0.00% | 0.72% |
| 2012 | 0.00% | 1.46% |
| 2011 | 0.00% | 0.68% |
| 2010 | 0.00% | 0.66% |
| 2009 | 0.00% | 0.50% |
| 2008 | 0.00% | 1.10% |
| 2007 | 0.00% | 0.59% |
| 2006 | 0.00% | 0.32% |
| 2005 | 0.00% | 0.47% |
| 2004 | 0.00% | 0.24% |
| 2003 | 0.00% | 0.34% |
| 2002 | 0.00% | 0.43% |
| 2001 | 0.00% | 0.19% |
| 2000 | 0.00% | 0.09% |
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