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
IWO
$15B
Winner
DFUV
$15B
Expense Ratio
IWO
0.24%
Winner
DFUV
0.21%
Max Drawdown
IWO
60.31%
Winner
DFUV
18.26%
Sharpe Ratio
IWO
1.56
Winner
DFUV
2.27
5Y Beta
IWO
1.22
Winner
DFUV
0.79
P/E Ratio
IWO
98.46
Winner
DFUV
20.17
Forward P/E
IWO
20.05
Winner
DFUV
14.51
5Y Dividends CAGR
IWO
8.50%
DFUV
N/A
5Y EPS CAGR
IWO
N/A
DFUV
13.30%
Debt to Equity
IWO
35.48%
DFUV
N/A
P/S Ratio
IWO
2.33
Winner
DFUV
1.73
P/B Ratio
IWO
4.62
Winner
DFUV
2.57
IWO vs DFUV - Holdings Comparison
IWO and DFUV have 326 common holdings. Overlap is 3.16%
IWO's top 25 holdings weight is 21.87%. DFUV's top 25 holdings weight is 39.58%.
| Rank | IWO | DFUV |
|---|---|---|
| #1 | BLOOM ENERGY CORP CLASS A (BE) - 3.42% | MICRON TECHNOLOGY INC (MU) - 5.27% |
| #2 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.15% | JPMORGAN CHASE & CO (JPM) - 4.12% |
| #3 | STERLING INFRASTRUCTURE INC (STRL) - 1.43% | EXXON MOBIL CORP (XOM) - 3.29% |
| #4 | FABRINET (FN) - 1.18% | JOHNSON & JOHNSON (JNJ) - 2.77% |
| #5 | IONQ INC CLASS A (IONQ) - 1.08% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.60% |
| #6 | GUARDANT HEALTH INC (GH) - 0.88% | AMAZON.COM INC (AMZN) - 2.23% |
| #7 | SITIME CORP ORDINARY SHARES (SITM) - 0.86% | CHEVRON CORP (CVX) - 1.96% |
| #8 | SEMTECH CORP (SMTC) - 0.84% | CISCO SYSTEMS INC (CSCO) - 1.63% |
| #9 | MODINE MANUFACTURING CO (MOD) - 0.83% | INTEL CORP (INTC) - 1.41% |
| #10 | NEXTPOWER INC CLASS A (NXT) - 0.82% | UNITEDHEALTH GROUP INC (UNH) - 1.39% |
| #11 | RAMBUS INC (RMBS) - 0.80% | LINDE PLC (LIN) - 1.21% |
| #12 | DYCOM INDUSTRIES INC (DY) - 0.77% | THE GOLDMAN SACHS GROUP INC (GS) - 1.10% |
| #13 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.74% | BANK OF AMERICA CORP (BAC) - 1.06% |
| #14 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.74% | VERIZON COMMUNICATIONS INC (VZ) - 1.05% |
| #15 | VIAVI SOLUTIONS INC (VIAV) - 0.64% | AT&T INC (T) - 0.92% |
| #16 | SPX TECHNOLOGIES INC (SPXC) - 0.63% | WELLS FARGO & CO (WFC) - 0.90% |
| #17 | MOOG INC CLASS A (MOG-A) - 0.63% | RTX CORP (RTX) - 0.82% |
| #18 | BRIDGEBIO PHARMA INC (BBIO) - 0.59% | CONOCOPHILLIPS (COP) - 0.81% |
| #19 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.58% | MERCK & CO INC (MRK) - 0.80% |
| #20 | AXSOME THERAPEUTICS INC (AXSM) - 0.58% | ADVANCED MICRO DEVICES INC (AMD) - 0.79% |
| #21 | AEROVIRONMENT INC (AVAV) - 0.35% | DEERE & CO (DE) - 0.75% |
| #22 | ARCHROCK INC (AROC) - 0.34% | PFIZER INC (PFE) - 0.74% |
| #23 | NUVALENT INC CLASS A (NUVL) - 0.34% | CITIGROUP INC (C) - 0.67% |
| #24 | SANMINA CORP (SANM) - 0.33% | MORGAN STANLEY (MS) - 0.65% |
| #25 | PIPER SANDLER COS (PIPR) - 0.32% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.64% |
| Total Holdings | 1046 | 1285 |
IWO vs DFUV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWO
+5.90%
DFUV
+3.73%
3M
Winner
IWO
+24.59%
DFUV
+14.59%
6M
Winner
IWO
+17.90%
DFUV
+17.88%
1Y
Winner
IWO
+41.90%
DFUV
+34.36%
5Y(CAGR)
IWO
+5.88%
Winner
DFUV
+14.72%
10Y(CAGR)
IWO
+11.96%
DFUV
N/A
Max(CAGR)
IWO
+7.28%
Winner
DFUV
+14.72%
IWO vs DFUV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWO | DFUV |
|---|---|---|
| 2026 | +20.58% | +17.36% |
| 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 DFUV drawdown is -0.07%.
| 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% | 0.32% |
| 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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