IWO vs DFUV
Comparison between ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF) and DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF).
IWO vs DFUV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWO
$15B
DFUV
$15B
Expense Ratio
IWO
0.24%
Winner
DFUV
0.21%
Max Drawdown
IWO
60.31%
Winner
DFUV
18.26%
Sharpe Ratio
IWO
1.18
Winner
DFUV
2.28
5Y Beta
IWO
1.22
Winner
DFUV
0.78
P/E Ratio
Winner
IWO
-543.63
DFUV
20.37
Forward P/E
IWO
19.52
Winner
DFUV
14.04
5Y Dividends CAGR
IWO
8.50%
DFUV
N/A
5Y EPS CAGR
Winner
IWO
15.51%
DFUV
15.50%
Debt to Equity
IWO
67.84%
DFUV
N/A
P/S Ratio
IWO
1.96
Winner
DFUV
1.92
P/B Ratio
IWO
4.56
Winner
DFUV
2.65
IWO vs DFUV - Holdings Comparison
IWO and DFUV have 341 common holdings. Overlap is 3.56%
IWO's top 25 holdings weight is 12.94%. DFUV's top 25 holdings weight is 38.59%.
| Rank | IWO | DFUV |
|---|---|---|
| #1 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.70% | MICRON TECHNOLOGY INC (MU) - 5.32% |
| #2 | MOOG INC CLASS A (MOG-A) - 0.69% | JPMORGAN CHASE & CO (JPM) - 4.37% |
| #3 | JFROG LTD ORDINARY SHARES (FROG) - 0.61% | EXXON MOBIL CORP (XOM) - 3.06% |
| #4 | KRYSTAL BIOTECH INC (KRYS) - 0.55% | JOHNSON & JOHNSON (JNJ) - 2.77% |
| #5 | GLAUKOS CORP (GKOS) - 0.54% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% |
| #6 | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.54% | AMAZON.COM INC (AMZN) - 2.51% |
| #7 | FIRSTCASH HOLDINGS INC (FCFS) - 0.53% | CHEVRON CORP (CVX) - 1.83% |
| #8 | ESCO TECHNOLOGIES INC (ESE) - 0.53% | INTEL CORP (INTC) - 1.72% |
| #9 | ARGAN INC (AGX) - 0.53% | CISCO SYSTEMS INC (CSCO) - 1.62% |
| #10 | n/a (PRAX) - 0.51% | UNITEDHEALTH GROUP INC (UNH) - 1.37% |
| #11 | STONEX GROUP INC (SNEX) - 0.51% | LINDE PLC (LIN) - 1.19% |
| #12 | HEALTHEQUITY INC (HQY) - 0.50% | VERIZON COMMUNICATIONS INC (VZ) - 1.18% |
| #13 | NLIGHT INC (LASR) - 0.50% | THE GOLDMAN SACHS GROUP INC (GS) - 1.16% |
| #14 | POWER INTEGRATIONS INC (POWI) - 0.50% | BANK OF AMERICA CORP (BAC) - 1.12% |
| #15 | MAXLINEAR INC (MXL) - 0.50% | WELLS FARGO & CO (WFC) - 0.92% |
| #16 | BRINKER INTERNATIONAL INC (EAT) - 0.50% | AT&T INC (T) - 0.91% |
| #17 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.50% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | TG THERAPEUTICS INC (TGTX) - 0.49% | RTX CORP (RTX) - 0.84% |
| #19 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.48% | MERCK & CO INC (MRK) - 0.79% |
| #20 | n/a (HIMS) - 0.47% | PFIZER INC (PFE) - 0.76% |
| #21 | OSCAR HEALTH INC CLASS A (OSCR) - 0.46% | META PLATFORMS INC CLASS A (META) - 0.34% |
| #22 | SPYRE THERAPEUTICS INC (SYRE) - 0.46% | NORFOLK SOUTHERN CORP (NSC) - 0.34% |
| #23 | FEDERAL SIGNAL CORP (FSS) - 0.45% | CAPITAL ONE FINANCIAL CORP (COF) - 0.34% |
| #24 | SILICON LABORATORIES INC (SLAB) - 0.45% | DELTA AIR LINES INC (DAL) - 0.33% |
| #25 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.44% | DANAHER CORP (DHR) - 0.33% |
| Total Holdings | 1059 | 1264 |
IWO vs DFUV - Historical Returns
Returns include dividend reinvestment.
1M
IWO
-1.46%
Winner
DFUV
+2.60%
3M
IWO
+2.83%
Winner
DFUV
+7.99%
6M
Winner
IWO
+13.37%
DFUV
+12.71%
1Y
IWO
+32.33%
Winner
DFUV
+35.67%
5Y(CAGR)
IWO
+5.56%
Winner
DFUV
+15.04%
10Y(CAGR)
IWO
+10.85%
DFUV
N/A
Max(CAGR)
IWO
+7.14%
Winner
DFUV
+15.04%
IWO vs DFUV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWO | DFUV |
|---|---|---|
| 2026 | +17.65% | +20.80% |
| 2025 | +12.52% | +15.99% |
| 2024 | +16.13% | +11.55% |
| 2023 | +19.56% | +13.68% |
| 2022 | -27.17% | +1.23% |
| 2021 | +4.06% | N/A |
| 2020 | +34.46% | N/A |
| 2019 | +28.07% | N/A |
| 2018 | -10.30% | N/A |
| 2017 | +21.71% | N/A |
| 2016 | +14.71% | N/A |
| 2015 | -0.66% | N/A |
| 2014 | +6.99% | N/A |
| 2013 | +39.28% | N/A |
| 2012 | +13.33% | N/A |
| 2011 | -4.60% | N/A |
| 2010 | +26.19% | N/A |
| 2009 | +31.85% | N/A |
| 2008 | -37.46% | N/A |
| 2007 | +6.76% | N/A |
| 2006 | +10.89% | N/A |
| 2005 | +5.59% | N/A |
| 2004 | +13.00% | N/A |
| 2003 | +44.40% | N/A |
| 2002 | -30.51% | N/A |
| 2001 | -4.63% | N/A |
| 2000 | -14.94% | N/A |
IWO vs DFUV Drawdown Comparison
The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.
The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The current IWO drawdown is -2.45%. The current DFUV drawdown is -0.32%.
| Rank | IWO | DFUV |
|---|---|---|
| #1 | -60.11% Sep 1, 2000 - Feb 22, 2007 | -17.59% Nov 25, 2024 - Aug 22, 2025 |
| #2 | -57.62% Oct 10, 2007 - Dec 21, 2010 | -15.33% Jun 7, 2022 - Nov 23, 2022 |
| #3 | -42.02% Feb 9, 2021 - Oct 6, 2025 | -11.55% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -39.81% Feb 19, 2020 - Aug 7, 2020 | -10.97% Feb 2, 2023 - Jul 19, 2023 |
| #5 | -29.23% Apr 29, 2011 - Sep 14, 2012 | -6.78% Jul 31, 2024 - Aug 30, 2024 |
| #6 | -28.80% Aug 31, 2018 - Jan 14, 2020 | -6.67% Nov 30, 2022 - Jan 26, 2023 |
| #7 | -28.69% Jun 23, 2015 - Dec 8, 2016 | -6.01% Feb 11, 2026 - Apr 17, 2026 |
| #8 | -14.87% Jan 22, 2026 - Apr 17, 2026 | -5.79% Mar 28, 2024 - Jul 16, 2024 |
| #9 | -14.44% Mar 4, 2014 - Dec 22, 2014 | -4.44% Nov 12, 2025 - Nov 28, 2025 |
| #10 | -10.85% Sep 14, 2012 - Jan 2, 2013 | -4.18% May 17, 2022 - May 26, 2022 |
| #11 | -10.26% Jul 19, 2007 - Oct 5, 2007 | -4.06% Aug 30, 2024 - Sep 19, 2024 |
| #12 | -10.24% Oct 15, 2025 - Dec 11, 2025 | -3.33% Oct 6, 2025 - Oct 24, 2025 |
| #13 | -9.04% Jan 26, 2018 - Mar 9, 2018 | -3.13% Dec 27, 2023 - Jan 29, 2024 |
| #14 | -8.73% Feb 22, 2007 - Apr 16, 2007 | -3.07% Oct 17, 2024 - Nov 6, 2024 |
| #15 | -7.76% Sep 2, 2020 - Oct 5, 2020 | -2.57% Jul 16, 2024 - Jul 31, 2024 |
Correlation
Correlation between IWO and DFUV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IWO vs DFUV dividend yield comparison.
| Year | IWO | DFUV |
|---|---|---|
| 2026 | 0.14% | 0.64% |
| 2025 | 0.56% | 1.55% |
| 2024 | 0.80% | 1.64% |
| 2023 | 0.73% | 1.72% |
| 2022 | 0.73% | 1.34% |
| 2021 | 0.32% | 0.00% |
| 2020 | 0.44% | 0.00% |
| 2019 | 0.71% | 0.00% |
| 2018 | 0.76% | 0.00% |
| 2017 | 0.73% | 0.00% |
| 2016 | 0.97% | 0.00% |
| 2015 | 0.89% | 0.00% |
| 2014 | 0.73% | 0.00% |
| 2013 | 0.72% | 0.00% |
| 2012 | 1.46% | 0.00% |
| 2011 | 0.68% | 0.00% |
| 2010 | 0.66% | 0.00% |
| 2009 | 0.50% | 0.00% |
| 2008 | 1.10% | 0.00% |
| 2007 | 0.59% | 0.00% |
| 2006 | 0.32% | 0.00% |
| 2005 | 0.47% | 0.00% |
| 2004 | 0.24% | 0.00% |
| 2003 | 0.34% | 0.00% |
| 2002 | 0.43% | 0.00% |
| 2001 | 0.19% | 0.00% |
| 2000 | 0.09% | 0.00% |
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