IWP vs DFIV
Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV, ETF).
5-Year PerformanceDFIV has outperformed IWP, delivering a return of +15.6% compared to +7.0%
IWP vs DFIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWP
$20B
DFIV
$19B
Expense Ratio
Winner
IWP
0.23%
DFIV
0.27%
Max Drawdown
IWP
57.34%
Winner
DFIV
27.56%
Sharpe Ratio
IWP
0.35
Winner
DFIV
2.29
5Y Beta
IWP
1.15
Winner
DFIV
0.66
P/E Ratio
IWP
44.69
DFIV
N/A
Forward P/E
IWP
24.94
DFIV
N/A
5Y Dividends CAGR
IWP
7.77%
DFIV
N/A
Debt to Equity
IWP
95.95%
DFIV
N/A
P/S Ratio
IWP
2.20
DFIV
N/A
P/B Ratio
IWP
9.37
DFIV
N/A
IWP vs DFIV - Holdings Comparison
IWP and DFIV have 1 common holdings. Overlap is -0.02%
IWP's top 25 holdings weight is 42.94%. DFIV's top 25 holdings weight is 27.69%.
| Rank | IWP | DFIV |
|---|---|---|
| #1 | VERTIV HOLDINGS CO CLASS A (VRT) - 4.35% | n/a (SHEL) - 3.31% |
| #2 | HOWMET AEROSPACE INC (HWM) - 3.26% | TOTALENERGIES SE (TTE:XPAR) - 2.25% |
| #3 | QUANTA SERVICES INC (PWR) - 2.95% | TOYOTA MOTOR CORP (n/a) - 1.88% |
| #4 | CLOUDFLARE INC (NET) - 2.57% | BANCO SANTANDER SA (n/a) - 1.79% |
| #5 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% | BASF SE (n/a) - 1.37% |
| #6 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.39% | HSBC HOLDINGS PLC ADR (HSBC) - 1.21% |
| #7 | COMFORT SYSTEMS USA INC (FIX) - 2.29% | BP PLC ADR (BP) - 1.20% |
| #8 | ROYAL CARIBBEAN GROUP (RCL) - 2.24% | SUNCOR ENERGY INC (n/a) - 1.19% |
| #9 | CENCORA INC (COR) - 1.88% | THE TORONTO-DOMINION BANK (n/a) - 1.05% |
| #10 | TARGA RESOURCES CORP (TRGP) - 1.85% | ENGIE SA (n/a) - 0.98% |
| #11 | VISTRA CORP (VST) - 1.82% | SOCIETE GENERALE SA (n/a) - 0.97% |
| #12 | CARVANA CO CLASS A (CVNA) - 1.72% | ZURICH INSURANCE GROUP AG (n/a) - 0.95% |
| #13 | DATADOG INC CLASS A (DDOG) - 1.52% | ENI SPA (n/a) - 0.95% |
| #14 | IDEXX LABORATORIES INC (IDXX) - 1.50% | NOKIA OYJ (n/a) - 0.92% |
| #15 | W.W. GRAINGER INC (GWW) - 1.42% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.92% |
| #16 | FASTENAL CO (FAST) - 1.40% | LLOYDS BANKING GROUP PLC (n/a) - 0.91% |
| #17 | AMERIPRISE FINANCIAL INC (AMP) - 1.32% | ORANGE SA (n/a) - 0.90% |
| #18 | ROCKET LAB CORP (RKLB) - 1.29% | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 0.89% |
| #19 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.28% | HOLCIM LTD (n/a) - 0.88% |
| #20 | NRG ENERGY INC (NRG) - 1.08% | SWISS RE AG (n/a) - 0.84% |
| #21 | VIKING HOLDINGS LTD (VIK) - 0.48% | MICHELIN (n/a) - 0.49% |
| #22 | ZSCALER INC (ZS) - 0.47% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.47% |
| #23 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.47% | BANK OF MONTREAL (n/a) - 0.47% |
| #24 | BLOCK INC CLASS A (XYZ) - 0.47% | LONZA GROUP LTD (n/a) - 0.45% |
| #25 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.46% | BPER BANCA SPA (n/a) - 0.45% |
| Total Holdings | 238 | 526 |
IWP vs DFIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWP
+2.67%
DFIV
-0.09%
3M
Winner
IWP
+2.86%
DFIV
+0.52%
6M
IWP
-2.45%
Winner
DFIV
+15.90%
1Y
IWP
+4.52%
Winner
DFIV
+39.36%
5Y(CAGR)
IWP
+6.97%
Winner
DFIV
+15.63%
10Y(CAGR)
IWP
+12.26%
DFIV
N/A
Max(CAGR)
IWP
+9.16%
Winner
DFIV
+15.63%
IWP vs DFIV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWP | DFIV |
|---|---|---|
| 2026 | -1.09% | +9.85% |
| 2025 | +7.84% | +45.83% |
| 2024 | +23.83% | +7.82% |
| 2023 | +26.60% | +16.94% |
| 2022 | -26.14% | -4.68% |
| 2021 | +14.23% | +0.06% |
| 2020 | +33.86% | N/A |
| 2019 | +35.72% | N/A |
| 2018 | -5.68% | N/A |
| 2017 | +24.12% | N/A |
| 2016 | +8.86% | N/A |
| 2015 | -0.33% | N/A |
| 2014 | +12.77% | N/A |
| 2013 | +32.21% | N/A |
| 2012 | +14.17% | N/A |
| 2011 | -2.97% | N/A |
| 2010 | +24.30% | N/A |
| 2009 | +40.22% | N/A |
| 2008 | -43.79% | N/A |
| 2007 | +11.28% | N/A |
| 2006 | +8.69% | N/A |
| 2005 | +13.54% | N/A |
| 2004 | +15.71% | N/A |
| 2003 | +37.61% | N/A |
| 2002 | -27.76% | N/A |
| 2001 | -2.79% | N/A |
IWP vs DFIV Drawdown Comparison
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The maximum drawdown for DFIV was -25.39%, occurring on Sep 27, 2022. Recovery took 355 trading sessions.
The current IWP drawdown is -5.81%. The current DFIV drawdown is -1.30%.
| Rank | IWP | DFIV |
|---|---|---|
| #1 | -56.92% Oct 9, 2007 - Jan 14, 2011 | -25.39% Feb 9, 2022 - Jul 12, 2023 |
| #2 | -39.72% Aug 1, 2001 - Dec 1, 2003 | -14.73% Mar 19, 2025 - May 9, 2025 |
| #3 | -38.62% Nov 16, 2021 - Oct 11, 2024 | -9.66% Feb 25, 2026 - Mar 20, 2026 |
| #4 | -35.87% Feb 19, 2020 - Jul 8, 2020 | -9.57% Jul 31, 2023 - Dec 14, 2023 |
| #5 | -25.20% Feb 18, 2025 - Jul 3, 2025 | -8.28% Sep 26, 2024 - Feb 11, 2025 |
| #6 | -25.03% Jul 7, 2011 - Mar 26, 2012 | -7.60% Oct 20, 2021 - Jan 4, 2022 |
| #7 | -22.49% Sep 14, 2018 - Mar 21, 2019 | -7.38% Jul 17, 2024 - Aug 21, 2024 |
| #8 | -20.26% Apr 23, 2015 - Aug 23, 2016 | -4.94% May 20, 2024 - Jul 12, 2024 |
| #9 | -14.79% Oct 27, 2025 - Mar 30, 2026 | -4.93% Jan 14, 2022 - Feb 9, 2022 |
| #10 | -14.14% Apr 5, 2004 - Nov 11, 2004 | -4.87% Nov 12, 2025 - Nov 28, 2025 |
| #11 | -13.73% May 8, 2006 - Nov 15, 2006 | -4.35% Apr 9, 2024 - May 9, 2024 |
| #12 | -13.49% Feb 12, 2021 - Jun 24, 2021 | -4.17% Sep 15, 2021 - Oct 14, 2021 |
| #13 | -11.47% Jul 19, 2007 - Oct 5, 2007 | -4.00% Jan 8, 2024 - Feb 22, 2024 |
| #14 | -11.32% Apr 2, 2012 - Sep 13, 2012 | -3.94% Jul 23, 2025 - Aug 12, 2025 |
| #15 | -10.16% Sep 5, 2014 - Nov 6, 2014 | -3.42% Aug 27, 2024 - Sep 19, 2024 |
Correlation
Correlation between IWP and DFIV is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2001 - 2026)
IWP vs DFIV dividend yield comparison.
| Year | IWP | DFIV |
|---|---|---|
| 2026 | 0.04% | 0.18% |
| 2025 | 0.37% | 2.92% |
| 2024 | 0.40% | 3.88% |
| 2023 | 0.54% | 3.93% |
| 2022 | 0.77% | 3.84% |
| 2021 | 0.30% | 2.30% |
| 2020 | 0.38% | 0.00% |
| 2019 | 0.60% | 0.00% |
| 2018 | 1.02% | 0.00% |
| 2017 | 0.78% | 0.00% |
| 2016 | 1.16% | 0.00% |
| 2015 | 0.98% | 0.00% |
| 2014 | 1.03% | 0.00% |
| 2013 | 0.80% | 0.00% |
| 2012 | 1.32% | 0.00% |
| 2011 | 0.93% | 0.00% |
| 2010 | 0.85% | 0.00% |
| 2009 | 0.87% | 0.00% |
| 2008 | 1.26% | 0.00% |
| 2007 | 0.63% | 0.00% |
| 2006 | 0.70% | 0.00% |
| 2005 | 0.47% | 0.00% |
| 2004 | 0.28% | 0.00% |
| 2003 | 0.18% | 0.00% |
| 2002 | 0.13% | 0.00% |
| 2001 | 0.03% | 0.00% |
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