IWP vs DFUS
Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS, ETF).
5-Year PerformanceDFUS has outperformed IWP, delivering a return of +12.8% compared to +4.8%
IWP vs DFUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWP
$22B
DFUS
$21B
Expense Ratio
IWP
0.23%
Winner
DFUS
0.09%
Max Drawdown
IWP
57.34%
Winner
DFUS
25.36%
Sharpe Ratio
IWP
-0.15
Winner
DFUS
1.26
5Y Beta
IWP
1.16
Winner
DFUS
0.99
P/E Ratio
IWP
57.36
Winner
DFUS
29.03
Forward P/E
IWP
27.11
Winner
DFUS
20.66
5Y Dividends CAGR
IWP
9.93%
Winner
DFUS
52.11%
5Y EPS CAGR
IWP
N/A
DFUS
25.15%
Debt to Equity
IWP
90.70%
DFUS
N/A
P/S Ratio
Winner
IWP
2.52
DFUS
3.43
P/B Ratio
IWP
11.95
Winner
DFUS
5.41
IWP vs DFUS - Holdings Comparison
IWP and DFUS have 185 common holdings. Overlap is 5.23%
IWP's top 25 holdings weight is 36.04%. DFUS's top 25 holdings weight is 47.02%.
| Rank | IWP | DFUS |
|---|---|---|
| #1 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.62% | NVIDIA CORP (NVDA) - 6.89% |
| #2 | DATADOG INC CLASS A (DDOG) - 2.52% | APPLE INC (AAPL) - 6.18% |
| #3 | CLOUDFLARE INC (NET) - 2.52% | MICROSOFT CORP (MSFT) - 4.06% |
| #4 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.04% | AMAZON.COM INC (AMZN) - 3.36% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 2.00% | ALPHABET INC CLASS A (GOOGL) - 3.05% |
| #6 | COMFORT SYSTEMS USA INC (FIX) - 1.75% | BROADCOM INC (AVGO) - 2.64% |
| #7 | TARGA RESOURCES CORP (TRGP) - 1.69% | ALPHABET INC CLASS C (GOOG) - 2.52% |
| #8 | LUMENTUM HOLDINGS INC (LITE) - 1.64% | META PLATFORMS INC CLASS A (META) - 1.81% |
| #9 | CENCORA INC (COR) - 1.60% | MICRON TECHNOLOGY INC (MU) - 1.73% |
| #10 | TERADYNE INC (TER) - 1.57% | TESLA INC (TSLA) - 1.68% |
| #11 | ASTERA LABS INC (ALAB) - 1.57% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% |
| #12 | VISTRA CORP (VST) - 1.51% | JPMORGAN CHASE & CO (JPM) - 1.30% |
| #13 | W.W. GRAINGER INC (GWW) - 1.45% | ELI LILLY AND CO (LLY) - 1.29% |
| #14 | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.32% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #15 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.31% | EXXON MOBIL CORP (XOM) - 0.85% |
| #16 | MARATHON PETROLEUM CORP (MPC) - 1.29% | INTEL CORP (INTC) - 0.85% |
| #17 | AUTODESK INC (ADSK) - 1.23% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #18 | ROCKWELL AUTOMATION INC (ROK) - 1.23% | VISA INC CLASS A (V) - 0.80% |
| #19 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.23% | WALMART INC (WMT) - 0.75% |
| #20 | FASTENAL CO (FAST) - 1.22% | LAM RESEARCH CORP (LRCX) - 0.70% |
| #21 | STERLING INFRASTRUCTURE INC (STRL) - 0.58% | APPLIED MATERIALS INC (AMAT) - 0.68% |
| #22 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.57% | CISCO SYSTEMS INC (CSCO) - 0.67% |
| #23 | HEICO CORP CLASS A (HEI-A) - 0.53% | CATERPILLAR INC (CAT) - 0.65% |
| #24 | SYSCO CORP (SYY) - 0.53% | COSTCO WHOLESALE CORP (COST) - 0.62% |
| #25 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.52% | MASTERCARD INC CLASS A (MA) - 0.59% |
| Total Holdings | 230 | 1906 |
IWP vs DFUS - Historical Returns
Returns include dividend reinvestment.
1M
IWP
-1.50%
Winner
DFUS
+0.35%
3M
IWP
+1.92%
Winner
DFUS
+6.79%
6M
IWP
+0.15%
Winner
DFUS
+9.81%
1Y
IWP
+0.21%
Winner
DFUS
+21.09%
5Y(CAGR)
IWP
+4.82%
Winner
DFUS
+12.76%
10Y(CAGR)
IWP
+11.88%
DFUS
N/A
Max(CAGR)
IWP
+9.19%
Winner
DFUS
+13.04%
IWP vs DFUS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWP | DFUS |
|---|---|---|
| 2026 | +1.19% | +10.57% |
| 2025 | +7.84% | +17.66% |
| 2024 | +23.83% | +25.28% |
| 2023 | +26.60% | +26.93% |
| 2022 | -26.14% | -18.83% |
| 2021 | +14.23% | +11.90% |
| 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 DFUS Drawdown Comparison
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The maximum drawdown for DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.
The current IWP drawdown is -4.62%. The current DFUS drawdown is -1.03%.
| Rank | IWP | DFUS |
|---|---|---|
| #1 | -56.92% Oct 9, 2007 - Jan 14, 2011 | -24.62% Jan 3, 2022 - Dec 13, 2023 |
| #2 | -39.72% Aug 1, 2001 - Dec 1, 2003 | -19.44% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -38.62% Nov 16, 2021 - Oct 11, 2024 | -8.96% Jan 27, 2026 - Apr 14, 2026 |
| #4 | -35.87% Feb 19, 2020 - Jul 8, 2020 | -8.66% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -25.20% Feb 18, 2025 - Jul 3, 2025 | -5.53% Mar 28, 2024 - May 14, 2024 |
| #6 | -25.03% Jul 7, 2011 - Mar 26, 2012 | -5.29% Oct 28, 2025 - Dec 10, 2025 |
| #7 | -22.49% Sep 14, 2018 - Mar 21, 2019 | -5.07% Sep 3, 2021 - Oct 20, 2021 |
| #8 | -20.26% Apr 23, 2015 - Aug 23, 2016 | -4.60% Dec 4, 2024 - Jan 23, 2025 |
| #9 | -14.79% Oct 27, 2025 - Jun 30, 2026 | -4.52% Nov 16, 2021 - Dec 27, 2021 |
| #10 | -14.14% Apr 5, 2004 - Nov 11, 2004 | -4.46% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -13.73% May 8, 2006 - Nov 15, 2006 | -3.07% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -13.49% Feb 12, 2021 - Jun 24, 2021 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #13 | -11.47% Jul 19, 2007 - Oct 5, 2007 | -2.77% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -11.32% Apr 2, 2012 - Sep 13, 2012 | -2.72% Dec 11, 2025 - Dec 23, 2025 |
| #15 | -10.16% Sep 5, 2014 - Nov 6, 2014 | -2.50% Jul 28, 2025 - Aug 12, 2025 |
Correlation
Correlation between IWP and DFUS is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2001 - 2026)
IWP vs DFUS dividend yield comparison.
| Year | IWP | DFUS |
|---|---|---|
| 2026 | 0.16% | 0.45% |
| 2025 | 0.37% | 0.88% |
| 2024 | 0.40% | 1.04% |
| 2023 | 0.54% | 1.33% |
| 2022 | 0.77% | 1.48% |
| 2021 | 0.30% | 0.85% |
| 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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