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
1.49
DFSU
1.30
5Y Beta
IWL
0.99
Winner
DFSU
0.99
P/E Ratio
IWL
28.38
Winner
DFSU
24.59
Forward P/E
IWL
22.06
Winner
DFSU
18.70
PEG Ratio
IWL
0.54
DFSU
N/A
5Y Dividends CAGR
IWL
5.56%
DFSU
N/A
5Y EPS CAGR
Winner
IWL
27.38%
DFSU
25.32%
Debt to Equity
IWL
11.77%
DFSU
N/A
P/S Ratio
IWL
4.37
Winner
DFSU
2.29
P/B Ratio
IWL
6.11
Winner
DFSU
4.45
IWL vs DFSU - Holdings Comparison
IWL and DFSU have 120 common holdings. Overlap is 48.85%
IWL's top 25 holdings weight is 60.79%. DFSU's top 25 holdings weight is 39.72%.
| Rank | IWL | DFSU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.25% | NVIDIA CORP (NVDA) - 6.92% |
| #2 | APPLE INC (AAPL) - 8.16% | APPLE INC (AAPL) - 6.25% |
| #3 | MICROSOFT CORP (MSFT) - 5.70% | META PLATFORMS INC CLASS A (META) - 2.88% |
| #4 | AMAZON.COM INC (AMZN) - 4.69% | AMAZON.COM INC (AMZN) - 2.67% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.08% | MICROSOFT CORP (MSFT) - 2.50% |
| #6 | BROADCOM INC (AVGO) - 3.51% | ALPHABET INC CLASS A (GOOGL) - 2.48% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.29% | ALPHABET INC CLASS C (GOOG) - 2.16% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.44% | BROADCOM INC (AVGO) - 2.01% |
| #9 | TESLA INC (TSLA) - 2.21% | JPMORGAN CHASE & CO (JPM) - 1.62% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.65% | ELI LILLY AND CO (LLY) - 1.45% |
| #11 | ELI LILLY AND CO (LLY) - 1.57% | TESLA INC (TSLA) - 1.01% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.54% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.53% | VISA INC CLASS A (V) - 0.86% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.38% | ABBVIE INC (ABBV) - 0.79% |
| #15 | EXXON MOBIL CORP (XOM) - 1.20% | MASTERCARD INC CLASS A (MA) - 0.74% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.03% | THE HOME DEPOT INC (HD) - 0.73% |
| #17 | VISA INC CLASS A (V) - 1.02% | NETFLIX INC (NFLX) - 0.73% |
| #18 | INTEL CORP (INTC) - 0.97% | WALMART INC (WMT) - 0.65% |
| #19 | WALMART INC (WMT) - 0.96% | THE GOLDMAN SACHS GROUP INC (GS) - 0.55% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.88% | COCA-COLA CO (KO) - 0.52% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.84% | n/a (EXPD) - 0.30% |
| #22 | CATERPILLAR INC (CAT) - 0.75% | AFLAC INC (AFL) - 0.24% |
| #23 | MASTERCARD INC CLASS A (MA) - 0.74% | THE CIGNA GROUP (CI) - 0.24% |
| #24 | LAM RESEARCH CORP (LRCX) - 0.70% | APPLIED MATERIALS INC (AMAT) - 0.24% |
| #25 | ABBVIE INC (ABBV) - 0.70% | SLB LTD (SLB) - 0.24% |
| Total Holdings | 204 | 1845 |
IWL vs DFSU - Historical Returns
Returns include dividend reinvestment.
1M
IWL
-1.89%
Winner
DFSU
-0.47%
3M
Winner
IWL
+12.08%
DFSU
+10.99%
6M
Winner
IWL
+5.97%
DFSU
+4.68%
1Y
Winner
IWL
+23.47%
DFSU
+21.22%
5Y(CAGR)
IWL
+13.74%
DFSU
N/A
10Y(CAGR)
IWL
+16.01%
DFSU
N/A
Max(CAGR)
IWL
+14.60%
Winner
DFSU
+19.52%
IWL vs DFSU - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWL | DFSU |
|---|---|---|
| 2026 | +6.81% | +5.61% |
| 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.
The current IWL drawdown is -3.71%. The current DFSU drawdown is -2.10%.
| 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 - Jun 10, 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 | 0.41% | 0.44% |
| 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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