IWL vs DFSU
Comparison between ISHARES RUSSELL TOP 200 ETF (IWL, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).
IWL vs DFSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWL
$2.20B
DFSU
$2.20B
Expense Ratio
IWL
0.15%
DFSU
0.15%
Max Drawdown
IWL
32.71%
Winner
DFSU
20.33%
Sharpe Ratio
Winner
IWL
1.35
DFSU
1.32
5Y Beta
IWL
0.99
Winner
DFSU
0.98
P/E Ratio
IWL
26.98
Winner
DFSU
24.18
Forward P/E
IWL
21.21
Winner
DFSU
19.19
PEG Ratio
IWL
0.30
DFSU
N/A
5Y Dividends CAGR
IWL
5.56%
DFSU
N/A
5Y EPS CAGR
Winner
IWL
28.34%
DFSU
26.09%
Debt to Equity
IWL
7.71%
DFSU
N/A
P/S Ratio
IWL
4.49
Winner
DFSU
2.39
P/B Ratio
IWL
6.25
Winner
DFSU
4.59
IWL vs DFSU - Holdings Comparison
IWL and DFSU have 117 common holdings. Overlap is 49.20%
IWL's top 25 holdings weight is 59.39%. DFSU's top 25 holdings weight is 39.72%.
| Rank | IWL | DFSU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.69% | NVIDIA CORP (NVDA) - 6.92% |
| #2 | APPLE INC (AAPL) - 8.52% | APPLE INC (AAPL) - 6.25% |
| #3 | MICROSOFT CORP (MSFT) - 5.31% | META PLATFORMS INC CLASS A (META) - 2.88% |
| #4 | AMAZON.COM INC (AMZN) - 4.32% | AMAZON.COM INC (AMZN) - 2.67% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.64% | MICROSOFT CORP (MSFT) - 2.50% |
| #6 | BROADCOM INC (AVGO) - 3.23% | ALPHABET INC CLASS A (GOOGL) - 2.48% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.96% | ALPHABET INC CLASS C (GOOG) - 2.16% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.54% | BROADCOM INC (AVGO) - 2.01% |
| #9 | TESLA INC (TSLA) - 1.99% | JPMORGAN CHASE & CO (JPM) - 1.62% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.97% | ELI LILLY AND CO (LLY) - 1.45% |
| #11 | ELI LILLY AND CO (LLY) - 1.69% | TESLA INC (TSLA) - 1.01% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.66% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.64% | VISA INC CLASS A (V) - 0.86% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.59% | ABBVIE INC (ABBV) - 0.79% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.13% | MASTERCARD INC CLASS A (MA) - 0.74% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.09% | THE HOME DEPOT INC (HD) - 0.73% |
| #17 | VISA INC CLASS A (V) - 1.06% | NETFLIX INC (NFLX) - 0.73% |
| #18 | WALMART INC (WMT) - 0.87% | WALMART INC (WMT) - 0.65% |
| #19 | INTEL CORP (INTC) - 0.83% | THE GOLDMAN SACHS GROUP INC (GS) - 0.55% |
| #20 | ABBVIE INC (ABBV) - 0.81% | COCA-COLA CO (KO) - 0.52% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.80% | n/a (EXPD) - 0.30% |
| #22 | APPLIED MATERIALS INC (AMAT) - 0.80% | AFLAC INC (AFL) - 0.24% |
| #23 | MASTERCARD INC CLASS A (MA) - 0.78% | THE CIGNA GROUP (CI) - 0.24% |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.74% | APPLIED MATERIALS INC (AMAT) - 0.24% |
| #25 | CATERPILLAR INC (CAT) - 0.73% | SLB LTD (SLB) - 0.24% |
| Total Holdings | 204 | 1845 |
IWL vs DFSU - Historical Returns
Returns include dividend reinvestment.
1M
IWL
+3.48%
Winner
DFSU
+3.82%
3M
IWL
+5.74%
Winner
DFSU
+7.54%
6M
Winner
IWL
+12.48%
DFSU
+10.78%
1Y
Winner
IWL
+23.11%
DFSU
+22.80%
5Y(CAGR)
IWL
+13.85%
DFSU
N/A
10Y(CAGR)
IWL
+16.22%
DFSU
N/A
Max(CAGR)
IWL
+14.86%
Winner
DFSU
+20.91%
IWL vs DFSU - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWL | DFSU |
|---|---|---|
| 2026 | +12.76% | +12.74% |
| 2025 | +19.23% | +15.92% |
| 2024 | +27.94% | +23.88% |
| 2023 | +30.35% | +26.67% |
| 2022 | -20.56% | +0.65% |
| 2021 | +29.44% | N/A |
| 2020 | +20.82% | N/A |
| 2019 | +31.47% | N/A |
| 2018 | -3.75% | N/A |
| 2017 | +22.10% | N/A |
| 2016 | +12.98% | N/A |
| 2015 | +2.73% | N/A |
| 2014 | +15.28% | N/A |
| 2013 | +28.75% | N/A |
| 2012 | +15.54% | N/A |
| 2011 | +1.51% | N/A |
| 2010 | +10.16% | N/A |
| 2009 | +6.19% | N/A |
IWL vs DFSU Drawdown Comparison
The maximum drawdown for IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
| Rank | IWL | DFSU |
|---|---|---|
| #1 | -32.71% Feb 19, 2020 - Aug 3, 2020 | -19.88% Dec 4, 2024 - Jul 1, 2025 |
| #2 | -25.64% Jan 3, 2022 - Dec 11, 2023 | -11.40% Jul 31, 2023 - Dec 8, 2023 |
| #3 | -19.31% Oct 2, 2018 - Apr 22, 2019 | -10.12% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -19.15% Feb 19, 2025 - Jun 26, 2025 | -9.51% Feb 2, 2023 - Jun 8, 2023 |
| #5 | -17.77% May 2, 2011 - Feb 3, 2012 | -8.14% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -15.37% Apr 15, 2010 - Nov 5, 2010 | -7.36% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -12.41% Jul 20, 2015 - Apr 20, 2016 | -6.25% Mar 28, 2024 - May 15, 2024 |
| #8 | -10.06% Jan 26, 2018 - Jul 25, 2018 | -5.18% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -10.01% Sep 2, 2020 - Nov 16, 2020 | -4.70% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -9.83% Jan 12, 2026 - Apr 15, 2026 | -3.48% Jun 4, 2026 - Jul 1, 2026 |
| #11 | -9.42% Apr 2, 2012 - Aug 15, 2012 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -9.04% Jul 10, 2024 - Sep 19, 2024 | -3.19% Nov 2, 2022 - Nov 10, 2022 |
| #13 | -7.73% Jan 19, 2010 - Mar 17, 2010 | -2.93% Jul 28, 2025 - Aug 12, 2025 |
| #14 | -7.69% Oct 4, 2012 - Jan 4, 2013 | -2.87% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -7.39% Sep 19, 2014 - Oct 31, 2014 | -2.70% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between IWL and DFSU is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2009 - 2026)
IWL vs DFSU dividend yield comparison.
| Year | IWL | DFSU |
|---|---|---|
| 2026 | 0.39% | 0.41% |
| 2025 | 0.90% | 0.85% |
| 2024 | 1.04% | 0.96% |
| 2023 | 1.30% | 1.03% |
| 2022 | 1.54% | 0.21% |
| 2021 | 1.12% | 0.00% |
| 2020 | 1.30% | 0.00% |
| 2019 | 1.96% | 0.00% |
| 2018 | 1.93% | 0.00% |
| 2017 | 1.69% | 0.00% |
| 2016 | 1.96% | 0.00% |
| 2015 | 2.14% | 0.00% |
| 2014 | 1.68% | 0.00% |
| 2013 | 1.82% | 0.00% |
| 2012 | 3.65% | 0.00% |
| 2011 | 1.91% | 0.00% |
| 2010 | 1.64% | 0.00% |
| 2009 | 0.59% | 0.00% |
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