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 +13.1% compared to +7.0%
IWP vs DFUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWP
$20B
Winner
DFUS
$20B
Expense Ratio
IWP
0.23%
Winner
DFUS
0.09%
Max Drawdown
IWP
57.34%
Winner
DFUS
25.36%
Sharpe Ratio
IWP
0.35
Winner
DFUS
1.98
5Y Beta
IWP
1.15
Winner
DFUS
0.99
P/E Ratio
IWP
44.69
Winner
DFUS
26.08
Forward P/E
IWP
24.94
Winner
DFUS
20.44
5Y Dividends CAGR
IWP
7.77%
DFUS
N/A
5Y EPS CAGR
IWP
N/A
DFUS
23.63%
Debt to Equity
IWP
95.95%
DFUS
N/A
P/S Ratio
Winner
IWP
2.20
DFUS
3.03
P/B Ratio
IWP
9.37
Winner
DFUS
4.80
IWP vs DFUS - Holdings Comparison
IWP and DFUS have 180 common holdings. Overlap is 6.13%
IWP's top 25 holdings weight is 42.94%. DFUS's top 25 holdings weight is 45.05%.
| Rank | IWP | DFUS |
|---|---|---|
| #1 | VERTIV HOLDINGS CO CLASS A (VRT) - 4.35% | NVIDIA CORP (NVDA) - 6.87% |
| #2 | HOWMET AEROSPACE INC (HWM) - 3.26% | MICROSOFT CORP (MSFT) - 6.10% |
| #3 | QUANTA SERVICES INC (PWR) - 2.95% | APPLE INC (AAPL) - 5.35% |
| #4 | CLOUDFLARE INC (NET) - 2.57% | AMAZON.COM INC (AMZN) - 3.70% |
| #5 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% | META PLATFORMS INC CLASS A (META) - 2.69% |
| #6 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.39% | BROADCOM INC (AVGO) - 2.11% |
| #7 | COMFORT SYSTEMS USA INC (FIX) - 2.29% | ALPHABET INC CLASS A (GOOGL) - 1.77% |
| #8 | ROYAL CARIBBEAN GROUP (RCL) - 2.24% | ALPHABET INC CLASS C (GOOG) - 1.59% |
| #9 | CENCORA INC (COR) - 1.88% | TESLA INC (TSLA) - 1.58% |
| #10 | TARGA RESOURCES CORP (TRGP) - 1.85% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50% |
| #11 | VISTRA CORP (VST) - 1.82% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | CARVANA CO CLASS A (CVNA) - 1.72% | ELI LILLY AND CO (LLY) - 1.11% |
| #13 | DATADOG INC CLASS A (DDOG) - 1.52% | VISA INC CLASS A (V) - 1.03% |
| #14 | IDEXX LABORATORIES INC (IDXX) - 1.50% | NETFLIX INC (NFLX) - 0.92% |
| #15 | W.W. GRAINGER INC (GWW) - 1.42% | EXXON MOBIL CORP (XOM) - 0.84% |
| #16 | FASTENAL CO (FAST) - 1.40% | MASTERCARD INC CLASS A (MA) - 0.77% |
| #17 | AMERIPRISE FINANCIAL INC (AMP) - 1.32% | COSTCO WHOLESALE CORP (COST) - 0.75% |
| #18 | ROCKET LAB CORP (RKLB) - 1.29% | WALMART INC (WMT) - 0.72% |
| #19 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.28% | ORACLE CORP (ORCL) - 0.66% |
| #20 | NRG ENERGY INC (NRG) - 1.08% | JOHNSON & JOHNSON (JNJ) - 0.65% |
| #21 | VIKING HOLDINGS LTD (VIK) - 0.48% | THE HOME DEPOT INC (HD) - 0.63% |
| #22 | ZSCALER INC (ZS) - 0.47% | PROCTER & GAMBLE CO (PG) - 0.62% |
| #23 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.47% | ABBVIE INC (ABBV) - 0.58% |
| #24 | BLOCK INC CLASS A (XYZ) - 0.47% | BANK OF AMERICA CORP (BAC) - 0.58% |
| #25 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.46% | BLACKROCK INC (BLK) - 0.56% |
| Total Holdings | 238 | 1919 |
IWP vs DFUS - Historical Returns
Returns include dividend reinvestment.
1M
IWP
+2.67%
Winner
DFUS
+7.24%
3M
IWP
+2.86%
Winner
DFUS
+8.37%
6M
IWP
-2.45%
Winner
DFUS
+8.60%
1Y
IWP
+4.52%
Winner
DFUS
+28.09%
5Y(CAGR)
IWP
+6.97%
Winner
DFUS
+13.09%
10Y(CAGR)
IWP
+12.26%
DFUS
N/A
Max(CAGR)
IWP
+9.16%
Winner
DFUS
+13.09%
IWP vs DFUS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWP | DFUS |
|---|---|---|
| 2026 | -1.09% | +8.19% |
| 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 -5.81%. The current DFUS drawdown is -0.20%.
| 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 - Mar 30, 2026 | -4.52% Nov 16, 2021 - Dec 27, 2021 |
| #10 | -14.14% Apr 5, 2004 - Nov 11, 2004 | -3.07% Jul 12, 2021 - Jul 23, 2021 |
| #11 | -13.73% May 8, 2006 - Nov 15, 2006 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -13.49% Feb 12, 2021 - Jun 24, 2021 | -2.77% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -11.47% Jul 19, 2007 - Oct 5, 2007 | -2.72% Dec 11, 2025 - Dec 23, 2025 |
| #14 | -11.32% Apr 2, 2012 - Sep 13, 2012 | -2.50% Jul 28, 2025 - Aug 12, 2025 |
| #15 | -10.16% Sep 5, 2014 - Nov 6, 2014 | -2.40% Nov 11, 2024 - Nov 25, 2024 |
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 | 0.04% | 0.21% |
| 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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