IWB vs DFAC
Comparison between ISHARES RUSSELL 1000 ETF (IWB, ETF) and DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC, ETF).
5-Year PerformanceIWB has outperformed DFAC, delivering a return of +13.3% compared to +11.7%
IWB vs DFAC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWB
$46B
DFAC
$45B
Expense Ratio
Winner
IWB
0.15%
DFAC
0.17%
Max Drawdown
IWB
56.43%
Winner
DFAC
23.86%
Sharpe Ratio
Winner
IWB
1.94
DFAC
1.93
5Y Beta
IWB
0.98
Winner
DFAC
0.96
P/E Ratio
IWB
27.79
Winner
DFAC
25.31
Forward P/E
IWB
21.28
Winner
DFAC
18.22
5Y Dividends CAGR
IWB
9.65%
DFAC
N/A
5Y EPS CAGR
Winner
IWB
25.49%
DFAC
21.95%
Debt to Equity
IWB
39.40%
DFAC
N/A
P/S Ratio
IWB
3.12
Winner
DFAC
2.25
P/B Ratio
IWB
4.91
Winner
DFAC
3.87
IWB vs DFAC - Holdings Comparison
IWB and DFAC have 757 common holdings. Overlap is 59.95%
IWB's top 25 holdings weight is 43.87%. DFAC's top 25 holdings weight is 33.64%.
| Rank | IWB | DFAC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.64% | NVIDIA CORP (NVDA) - 5.38% |
| #2 | APPLE INC (AAPL) - 6.10% | APPLE INC (AAPL) - 4.75% |
| #3 | MICROSOFT CORP (MSFT) - 4.57% | MICROSOFT CORP (MSFT) - 3.88% |
| #4 | AMAZON.COM INC (AMZN) - 3.31% | AMAZON.COM INC (AMZN) - 2.57% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.73% | ALPHABET INC CLASS A (GOOGL) - 2.08% |
| #6 | BROADCOM INC (AVGO) - 2.33% | META PLATFORMS INC CLASS A (META) - 1.95% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.22% | ALPHABET INC CLASS C (GOOG) - 1.54% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.01% | EXXON MOBIL CORP (XOM) - 1.04% |
| #9 | TESLA INC (TSLA) - 1.72% | JPMORGAN CHASE & CO (JPM) - 1.02% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.32% | ELI LILLY AND CO (LLY) - 0.91% |
| #12 | EXXON MOBIL CORP (XOM) - 1.24% | BROADCOM INC (AVGO) - 0.78% |
| #13 | ELI LILLY AND CO (LLY) - 1.22% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.78% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.00% | VISA INC CLASS A (V) - 0.66% |
| #15 | WALMART INC (WMT) - 0.92% | CHEVRON CORP (CVX) - 0.66% |
| #16 | VISA INC CLASS A (V) - 0.87% | MICRON TECHNOLOGY INC (MU) - 0.55% |
| #17 | COSTCO WHOLESALE CORP (COST) - 0.76% | PROCTER & GAMBLE CO (PG) - 0.53% |
| #18 | CHEVRON CORP (CVX) - 0.68% | MASTERCARD INC CLASS A (MA) - 0.52% |
| #19 | MASTERCARD INC CLASS A (MA) - 0.68% | COSTCO WHOLESALE CORP (COST) - 0.50% |
| #20 | NETFLIX INC (NFLX) - 0.68% | CISCO SYSTEMS INC (CSCO) - 0.45% |
| #21 | CONOCOPHILLIPS (COP) - 0.28% | MERCK & CO INC (MRK) - 0.44% |
| #22 | AMERICAN EXPRESS CO (AXP) - 0.28% | WALMART INC (WMT) - 0.44% |
| #23 | CHARLES SCHWAB CORP (SCHW) - 0.27% | NETFLIX INC (NFLX) - 0.43% |
| #24 | INTUITIVE SURGICAL INC (ISRG) - 0.27% | CATERPILLAR INC (CAT) - 0.43% |
| #25 | PFIZER INC (PFE) - 0.27% | ABBVIE INC (ABBV) - 0.43% |
| Total Holdings | 965 | 2016 |
IWB vs DFAC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWB
+7.51%
DFAC
+5.67%
3M
Winner
IWB
+8.44%
DFAC
+6.22%
6M
IWB
+10.45%
Winner
DFAC
+12.34%
1Y
IWB
+26.59%
Winner
DFAC
+26.94%
5Y(CAGR)
Winner
IWB
+13.29%
DFAC
+11.68%
10Y(CAGR)
IWB
+15.30%
DFAC
N/A
Max(CAGR)
IWB
+8.53%
Winner
DFAC
+11.68%
IWB vs DFAC - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWB | DFAC |
|---|---|---|
| 2026 | +8.27% | +8.89% |
| 2025 | +17.40% | +15.76% |
| 2024 | +25.08% | +20.22% |
| 2023 | +27.04% | +22.46% |
| 2022 | -19.70% | -15.31% |
| 2021 | +28.10% | +9.52% |
| 2020 | +19.74% | N/A |
| 2019 | +31.11% | N/A |
| 2018 | -5.57% | N/A |
| 2017 | +20.58% | N/A |
| 2016 | +13.69% | N/A |
| 2015 | +0.86% | N/A |
| 2014 | +14.05% | N/A |
| 2013 | +29.59% | N/A |
| 2012 | +14.77% | N/A |
| 2011 | +0.22% | N/A |
| 2010 | +14.18% | N/A |
| 2009 | +24.67% | N/A |
| 2008 | -36.70% | N/A |
| 2007 | +5.37% | N/A |
| 2006 | +13.49% | N/A |
| 2005 | +7.04% | N/A |
| 2004 | +10.98% | N/A |
| 2003 | +25.31% | N/A |
| 2002 | -22.03% | N/A |
| 2001 | -8.93% | N/A |
| 2000 | -4.97% | N/A |
IWB vs DFAC Drawdown Comparison
The maximum drawdown for IWB was -55.38%, occurring on Mar 9, 2009. Recovery took 1119 trading sessions.
The maximum drawdown for DFAC was -23.11%, occurring on Sep 30, 2022. Recovery took 488 trading sessions.
The current DFAC drawdown is -0.02%.
| Rank | IWB | DFAC |
|---|---|---|
| #1 | -55.38% Oct 9, 2007 - Mar 19, 2012 | -23.11% Jan 4, 2022 - Dec 13, 2023 |
| #2 | -48.25% Sep 1, 2000 - Oct 13, 2006 | -20.02% Dec 4, 2024 - Jul 3, 2025 |
| #3 | -34.60% Feb 19, 2020 - Aug 10, 2020 | -8.49% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -25.20% Jan 3, 2022 - Dec 14, 2023 | -8.27% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -19.72% Sep 20, 2018 - Apr 12, 2019 | -5.82% Mar 28, 2024 - May 15, 2024 |
| #6 | -19.09% Feb 19, 2025 - Jun 26, 2025 | -5.54% Nov 16, 2021 - Dec 27, 2021 |
| #7 | -14.25% May 21, 2015 - Jun 2, 2016 | -4.82% Oct 27, 2025 - Nov 28, 2025 |
| #8 | -9.97% Jan 26, 2018 - Jul 25, 2018 | -4.49% Sep 2, 2021 - Oct 20, 2021 |
| #9 | -9.86% Apr 2, 2012 - Aug 16, 2012 | -3.87% Jul 12, 2021 - Jul 29, 2021 |
| #10 | -9.45% Jul 19, 2007 - Oct 5, 2007 | -3.19% Oct 6, 2025 - Oct 24, 2025 |
| #11 | -9.33% Sep 2, 2020 - Nov 11, 2020 | -3.12% Jun 15, 2021 - Jun 25, 2021 |
| #12 | -8.86% Jan 27, 2026 - Apr 15, 2026 | -2.97% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -8.43% Jul 16, 2024 - Sep 19, 2024 | -2.75% Jul 25, 2025 - Aug 12, 2025 |
| #14 | -7.58% Sep 18, 2014 - Oct 31, 2014 | -2.59% Dec 27, 2023 - Jan 22, 2024 |
| #15 | -7.30% Sep 14, 2012 - Jan 2, 2013 | -2.55% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between IWB and DFAC is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
IWB vs DFAC dividend yield comparison.
| Year | IWB | DFAC |
|---|---|---|
| 2026 | 0.21% | 0.23% |
| 2025 | 1.00% | 0.97% |
| 2024 | 1.14% | 1.03% |
| 2023 | 1.31% | 1.20% |
| 2022 | 1.56% | 1.50% |
| 2021 | 1.09% | 0.88% |
| 2020 | 1.37% | 0.00% |
| 2019 | 1.71% | 0.00% |
| 2018 | 2.06% | 0.00% |
| 2017 | 1.64% | 0.00% |
| 2016 | 1.89% | 0.00% |
| 2015 | 1.95% | 0.00% |
| 2014 | 1.70% | 0.00% |
| 2013 | 1.68% | 0.00% |
| 2012 | 2.05% | 0.00% |
| 2011 | 1.93% | 0.00% |
| 2010 | 1.67% | 0.00% |
| 2009 | 1.94% | 0.00% |
| 2008 | 2.49% | 0.00% |
| 2007 | 1.68% | 0.00% |
| 2006 | 1.57% | 0.00% |
| 2005 | 1.92% | 0.00% |
| 2004 | 1.73% | 0.00% |
| 2003 | 1.42% | 0.00% |
| 2002 | 1.54% | 0.00% |
| 2001 | 1.14% | 0.00% |
| 2000 | 0.64% | 0.00% |
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