IWN vs DFIC
Comparison between ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF) and DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC, ETF).
IWN vs DFIC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWN
$13B
Winner
DFIC
$13B
Expense Ratio
IWN
0.24%
Winner
DFIC
0.22%
Max Drawdown
IWN
62.91%
Winner
DFIC
25.12%
Sharpe Ratio
Winner
IWN
2.01
DFIC
1.92
5Y Beta
IWN
0.97
Winner
DFIC
0.66
P/E Ratio
IWN
166.44
DFIC
N/A
Forward P/E
IWN
12.45
DFIC
N/A
5Y Dividends CAGR
IWN
11.18%
DFIC
N/A
5Y EPS CAGR
IWN
9.58%
DFIC
N/A
Debt to Equity
IWN
36.26%
DFIC
N/A
P/S Ratio
IWN
1.28
DFIC
N/A
P/B Ratio
IWN
1.55
DFIC
N/A
IWN vs DFIC - Holdings Comparison
IWN and DFIC have 0 common holdings. Overlap is 0.00%
IWN's top 25 holdings weight is 12.88%. DFIC's top 25 holdings weight is 8.26%.
| Rank | IWN | DFIC |
|---|---|---|
| #1 | ECHOSTAR CORP CLASS A (SATS) - 1.19% | n/a (SHEL) - 1.13% |
| #2 | TTM TECHNOLOGIES INC (TTMI) - 0.68% | NOVARTIS AG ADR (NVS) - 0.84% |
| #3 | COEUR MINING INC (CDE) - 0.66% | ASML HOLDING NV ADR (ASML) - 0.68% |
| #4 | HECLA MINING CO (HL) - 0.63% | HSBC HOLDINGS PLC ADR (HSBC) - 0.46% |
| #5 | CARETRUST REIT INC (CTRE) - 0.53% | ASTRAZENECA PLC ADR (AZN) - 0.44% |
| #6 | FLUOR CORP (FLR) - 0.52% | BP PLC ADR (BP) - 0.44% |
| #7 | UMB FINANCIAL CORP (UMBF) - 0.52% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 0.34% |
| #8 | SM ENERGY CO (SM) - 0.52% | THE TORONTO-DOMINION BANK (TD) - 0.34% |
| #9 | n/a (PRAX) - 0.50% | UNILEVER PLC ADR (UL) - 0.32% |
| #10 | VAXCYTE INC ORDINARY SHARES (PCVX) - 0.49% | SUNCOR ENERGY INC (SU) - 0.31% |
| #11 | JACKSON FINANCIAL INC (JXN) - 0.49% | BHP GROUP LTD ADR (BHP) - 0.30% |
| #12 | CYTOKINETICS INC (CYTK) - 0.48% | CENOVUS ENERGY INC (CVE) - 0.23% |
| #13 | OLD NATIONAL BANCORP (ONB) - 0.47% | RELX PLC ADR (RELX) - 0.23% |
| #14 | ORMAT TECHNOLOGIES INC (ORA) - 0.47% | NOVO NORDISK AS ADR (NVO) - 0.22% |
| #15 | COMMERCIAL METALS CO (CMC) - 0.47% | ALCON INC (ALC) - 0.22% |
| #16 | VIASAT INC (VSAT) - 0.45% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.22% |
| #17 | SSR MINING INC (SSRM) - 0.44% | SUN LIFE FINANCIAL INC (SLF) - 0.22% |
| #18 | TERRENO REALTY CORP (TRNO) - 0.43% | AGNICO EAGLE MINES LTD (AEM) - 0.20% |
| #19 | NOBLE CORP PLC CLASS A (NE) - 0.43% | TC ENERGY CORP (TRP) - 0.19% |
| #20 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.42% | LLOYDS BANKING GROUP PLC ADR (LYG) - 0.17% |
| #21 | SOUTHWEST GAS HOLDINGS INC (SWX) - 0.42% | NATWEST GROUP PLC ADR (NWG) - 0.17% |
| #22 | TRANSOCEAN LTD (RIG) - 0.42% | MANULIFE FINANCIAL CORP (MFC) - 0.15% |
| #23 | VALARIS LTD (VAL) - 0.42% | TELEFONICA SA (TEF) - 0.15% |
| #24 | ENERSYS (ENS) - 0.42% | BANK OF NOVA SCOTIA (BNS) - 0.15% |
| #25 | PORTLAND GENERAL ELECTRIC CO (POR) - 0.41% | ENBRIDGE INC (ENB) - 0.14% |
| Total Holdings | 1404 | 59 |
IWN vs DFIC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWN
+6.65%
DFIC
+1.85%
3M
Winner
IWN
+5.60%
DFIC
+1.00%
6M
Winner
IWN
+21.42%
DFIC
+16.53%
1Y
Winner
IWN
+44.45%
DFIC
+33.84%
5Y(CAGR)
IWN
+6.86%
Winner
DFIC
+13.39%
10Y(CAGR)
IWN
+10.49%
DFIC
N/A
Max(CAGR)
IWN
+9.38%
Winner
DFIC
+13.39%
IWN vs DFIC - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWN | DFIC |
|---|---|---|
| 2026 | +16.05% | +9.45% |
| 2025 | +12.57% | +37.27% |
| 2024 | +8.00% | +5.13% |
| 2023 | +14.92% | +16.52% |
| 2022 | -15.78% | -9.26% |
| 2021 | +29.69% | N/A |
| 2020 | +4.78% | N/A |
| 2019 | +21.05% | N/A |
| 2018 | -13.73% | N/A |
| 2017 | +7.03% | N/A |
| 2016 | +34.63% | N/A |
| 2015 | -7.27% | N/A |
| 2014 | +5.30% | N/A |
| 2013 | +30.27% | N/A |
| 2012 | +15.86% | N/A |
| 2011 | -7.51% | N/A |
| 2010 | +21.53% | N/A |
| 2009 | +20.24% | N/A |
| 2008 | -27.94% | N/A |
| 2007 | -10.53% | N/A |
| 2006 | +21.09% | N/A |
| 2005 | +5.60% | N/A |
| 2004 | +20.92% | N/A |
| 2003 | +41.77% | N/A |
| 2002 | -12.06% | N/A |
| 2001 | +16.04% | N/A |
| 2000 | +13.82% | N/A |
IWN vs DFIC Drawdown Comparison
The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.
The maximum drawdown for DFIC was -24.39%, occurring on Sep 27, 2022. Recovery took 323 trading sessions.
The current IWN drawdown is -0.53%. The current DFIC drawdown is -1.11%.
| Rank | IWN | DFIC |
|---|---|---|
| #1 | -61.53% Jun 4, 2007 - Sep 14, 2012 | -24.39% Mar 29, 2022 - Jul 13, 2023 |
| #2 | -46.07% Aug 22, 2018 - Dec 15, 2020 | -13.14% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -34.07% May 2, 2002 - Sep 4, 2003 | -11.23% Jul 31, 2023 - Dec 14, 2023 |
| #4 | -26.70% Nov 25, 2024 - Sep 18, 2025 | -11.00% Feb 27, 2026 - Mar 20, 2026 |
| #5 | -25.93% Nov 8, 2021 - Jul 16, 2024 | -9.23% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -22.54% Jun 23, 2015 - Aug 5, 2016 | -7.27% Jul 12, 2024 - Aug 21, 2024 |
| #7 | -19.41% Jun 29, 2001 - Dec 18, 2001 | -4.73% Nov 12, 2025 - Nov 28, 2025 |
| #8 | -12.38% Jul 3, 2014 - Dec 29, 2014 | -4.10% Mar 27, 2024 - May 9, 2024 |
| #9 | -12.02% May 9, 2006 - Oct 12, 2006 | -3.75% Dec 27, 2023 - Feb 22, 2024 |
| #10 | -11.86% Jun 8, 2021 - Nov 3, 2021 | -3.68% May 15, 2024 - Jul 11, 2024 |
| #11 | -11.37% Apr 5, 2004 - Oct 1, 2004 | -3.65% Jul 23, 2025 - Aug 12, 2025 |
| #12 | -10.57% Sep 14, 2012 - Dec 20, 2012 | -3.48% Aug 27, 2024 - Sep 19, 2024 |
| #13 | -10.26% Dec 28, 2004 - Jun 15, 2005 | -2.89% Oct 3, 2025 - Oct 27, 2025 |
| #14 | -10.14% Aug 2, 2005 - Jan 6, 2006 | -2.35% Oct 27, 2025 - Nov 11, 2025 |
| #15 | -9.85% Jul 26, 2024 - Oct 16, 2024 | -2.35% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between IWN and DFIC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2000 - 2026)
IWN vs DFIC dividend yield comparison.
| Year | IWN | DFIC |
|---|---|---|
| 2026 | 0.24% | 0.19% |
| 2025 | 1.70% | 2.54% |
| 2024 | 1.80% | 2.87% |
| 2023 | 2.04% | 2.55% |
| 2022 | 2.12% | 1.47% |
| 2021 | 1.48% | 0.00% |
| 2020 | 1.60% | 0.00% |
| 2019 | 1.92% | 0.00% |
| 2018 | 1.99% | 0.00% |
| 2017 | 1.78% | 0.00% |
| 2016 | 1.74% | 0.00% |
| 2015 | 2.15% | 0.00% |
| 2014 | 1.88% | 0.00% |
| 2013 | 1.77% | 0.00% |
| 2012 | 2.50% | 0.00% |
| 2011 | 2.03% | 0.00% |
| 2010 | 1.63% | 0.00% |
| 2009 | 1.82% | 0.00% |
| 2008 | 2.46% | 0.00% |
| 2007 | 2.03% | 0.00% |
| 2006 | 1.59% | 0.00% |
| 2005 | 1.76% | 0.00% |
| 2004 | 1.38% | 0.00% |
| 2003 | 1.24% | 0.00% |
| 2002 | 1.89% | 0.00% |
| 2001 | 1.84% | 0.00% |
| 2000 | 0.76% | 0.00% |
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