IWV vs DFIV
Comparison between ISHARES RUSSELL 3000 ETF (IWV, ETF) and DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV, ETF).
5-Year PerformanceDFIV has outperformed IWV, delivering a return of +15.6% compared to +13.0%
IWV vs DFIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWV
$19B
Winner
DFIV
$19B
Expense Ratio
Winner
IWV
0.20%
DFIV
0.27%
Max Drawdown
IWV
56.66%
Winner
DFIV
27.56%
Sharpe Ratio
IWV
1.93
Winner
DFIV
2.29
5Y Beta
IWV
0.98
Winner
DFIV
0.66
P/E Ratio
IWV
27.32
DFIV
N/A
Forward P/E
IWV
19.48
DFIV
N/A
5Y Dividends CAGR
IWV
8.98%
DFIV
N/A
5Y EPS CAGR
IWV
23.31%
DFIV
N/A
P/S Ratio
IWV
3.12
DFIV
N/A
P/B Ratio
IWV
4.54
DFIV
N/A
IWV vs DFIV - Holdings Comparison
IWV and DFIV have 2 common holdings. Overlap is -0.09%
IWV's top 25 holdings weight is 44.15%. DFIV's top 25 holdings weight is 27.69%.
| Rank | IWV | DFIV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.90% | n/a (SHEL) - 3.31% |
| #2 | MICROSOFT CORP (MSFT) - 6.51% | TOTALENERGIES SE (TTE:XPAR) - 2.25% |
| #3 | APPLE INC (AAPL) - 4.91% | TOYOTA MOTOR CORP (n/a) - 1.88% |
| #4 | AMAZON.COM INC (AMZN) - 3.33% | BANCO SANTANDER SA (n/a) - 1.79% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.78% | BASF SE (n/a) - 1.37% |
| #6 | BROADCOM INC (AVGO) - 2.25% | HSBC HOLDINGS PLC ADR (HSBC) - 1.21% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.86% | BP PLC ADR (BP) - 1.20% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.52% | SUNCOR ENERGY INC (n/a) - 1.19% |
| #9 | TESLA INC (TSLA) - 1.43% | THE TORONTO-DOMINION BANK (n/a) - 1.05% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | ENGIE SA (n/a) - 0.98% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.34% | SOCIETE GENERALE SA (n/a) - 0.97% |
| #12 | ELI LILLY AND CO (LLY) - 1.01% | ZURICH INSURANCE GROUP AG (n/a) - 0.95% |
| #13 | VISA INC CLASS A (V) - 0.95% | ENI SPA (n/a) - 0.95% |
| #14 | NETFLIX INC (NFLX) - 0.81% | NOKIA OYJ (n/a) - 0.92% |
| #15 | MASTERCARD INC CLASS A (MA) - 0.76% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.92% |
| #16 | EXXON MOBIL CORP (XOM) - 0.76% | LLOYDS BANKING GROUP PLC (n/a) - 0.91% |
| #17 | WALMART INC (WMT) - 0.71% | ORANGE SA (n/a) - 0.90% |
| #18 | COSTCO WHOLESALE CORP (COST) - 0.70% | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 0.89% |
| #19 | ORACLE CORP (ORCL) - 0.69% | HOLCIM LTD (n/a) - 0.88% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.67% | SWISS RE AG (n/a) - 0.84% |
| #21 | THE HOME DEPOT INC (HD) - 0.62% | MICHELIN (n/a) - 0.49% |
| #22 | PROCTER & GAMBLE CO (PG) - 0.58% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.47% |
| #23 | n/a (PLTR) - 0.58% | BANK OF MONTREAL (n/a) - 0.47% |
| #24 | ABBVIE INC (ABBV) - 0.57% | LONZA GROUP LTD (n/a) - 0.45% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.52% | BPER BANCA SPA (n/a) - 0.45% |
| Total Holdings | 2126 | 526 |
IWV vs DFIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWV
+6.93%
DFIV
-0.09%
3M
Winner
IWV
+8.05%
DFIV
+0.52%
6M
IWV
+8.37%
Winner
DFIV
+15.90%
1Y
IWV
+27.23%
Winner
DFIV
+39.36%
5Y(CAGR)
IWV
+13.01%
Winner
DFIV
+15.63%
10Y(CAGR)
IWV
+14.86%
DFIV
N/A
Max(CAGR)
IWV
+8.56%
Winner
DFIV
+15.63%
IWV vs DFIV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWV | DFIV |
|---|---|---|
| 2026 | +7.98% | +9.85% |
| 2025 | +17.14% | +45.83% |
| 2024 | +24.28% | +7.82% |
| 2023 | +26.44% | +16.94% |
| 2022 | -19.74% | -4.68% |
| 2021 | +27.22% | +0.06% |
| 2020 | +19.60% | N/A |
| 2019 | +30.62% | N/A |
| 2018 | -6.12% | N/A |
| 2017 | +20.12% | N/A |
| 2016 | +14.48% | N/A |
| 2015 | +0.42% | N/A |
| 2014 | +13.32% | N/A |
| 2013 | +29.90% | N/A |
| 2012 | +14.80% | N/A |
| 2011 | -0.33% | N/A |
| 2010 | +14.92% | N/A |
| 2009 | +24.80% | N/A |
| 2008 | -36.46% | N/A |
| 2007 | +4.73% | N/A |
| 2006 | +13.92% | N/A |
| 2005 | +7.10% | N/A |
| 2004 | +12.09% | N/A |
| 2003 | +26.49% | N/A |
| 2002 | -22.00% | N/A |
| 2001 | -8.37% | N/A |
| 2000 | -3.32% | N/A |
IWV vs DFIV Drawdown Comparison
The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for DFIV was -25.39%, occurring on Sep 27, 2022. Recovery took 355 trading sessions.
The current IWV drawdown is -0.25%. The current DFIV drawdown is -1.30%.
| Rank | IWV | DFIV |
|---|---|---|
| #1 | -55.60% Oct 9, 2007 - Mar 15, 2012 | -25.39% Feb 9, 2022 - Jul 12, 2023 |
| #2 | -47.64% Sep 1, 2000 - Sep 26, 2006 | -14.73% Mar 19, 2025 - May 9, 2025 |
| #3 | -35.22% Feb 19, 2020 - Aug 12, 2020 | -9.66% Feb 25, 2026 - Mar 20, 2026 |
| #4 | -25.11% Dec 27, 2021 - Dec 18, 2023 | -9.57% Jul 31, 2023 - Dec 14, 2023 |
| #5 | -20.13% Sep 20, 2018 - Apr 23, 2019 | -8.28% Sep 26, 2024 - Feb 11, 2025 |
| #6 | -19.27% Feb 19, 2025 - Jun 27, 2025 | -7.60% Oct 20, 2021 - Jan 4, 2022 |
| #7 | -15.16% Jun 23, 2015 - Jun 8, 2016 | -7.38% Jul 17, 2024 - Aug 21, 2024 |
| #8 | -9.97% Mar 26, 2012 - Aug 16, 2012 | -4.94% May 20, 2024 - Jul 12, 2024 |
| #9 | -9.87% Jan 26, 2018 - Jul 25, 2018 | -4.93% Jan 14, 2022 - Feb 9, 2022 |
| #10 | -9.80% Jul 19, 2007 - Oct 5, 2007 | -4.87% Nov 12, 2025 - Nov 28, 2025 |
| #11 | -9.29% Sep 2, 2020 - Nov 9, 2020 | -4.35% Apr 9, 2024 - May 9, 2024 |
| #12 | -8.89% Jan 27, 2026 - Apr 14, 2026 | -4.17% Sep 15, 2021 - Oct 14, 2021 |
| #13 | -8.39% Jul 16, 2024 - Sep 19, 2024 | -4.00% Jan 8, 2024 - Feb 22, 2024 |
| #14 | -7.58% Sep 14, 2012 - Jan 2, 2013 | -3.94% Jul 23, 2025 - Aug 12, 2025 |
| #15 | -7.55% Sep 18, 2014 - Oct 31, 2014 | -3.42% Aug 27, 2024 - Sep 19, 2024 |
Correlation
Correlation between IWV and DFIV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2000 - 2026)
IWV vs DFIV dividend yield comparison.
| Year | IWV | DFIV |
|---|---|---|
| 2026 | 0.18% | 0.18% |
| 2025 | 0.96% | 2.92% |
| 2024 | 1.08% | 3.88% |
| 2023 | 1.30% | 3.93% |
| 2022 | 1.56% | 3.84% |
| 2021 | 1.04% | 2.30% |
| 2020 | 1.30% | 0.00% |
| 2019 | 1.69% | 0.00% |
| 2018 | 1.97% | 0.00% |
| 2017 | 1.58% | 0.00% |
| 2016 | 1.79% | 0.00% |
| 2015 | 1.99% | 0.00% |
| 2014 | 1.63% | 0.00% |
| 2013 | 1.61% | 0.00% |
| 2012 | 1.95% | 0.00% |
| 2011 | 1.81% | 0.00% |
| 2010 | 1.59% | 0.00% |
| 2009 | 1.83% | 0.00% |
| 2008 | 2.52% | 0.00% |
| 2007 | 1.66% | 0.00% |
| 2006 | 1.43% | 0.00% |
| 2005 | 1.78% | 0.00% |
| 2004 | 1.60% | 0.00% |
| 2003 | 1.40% | 0.00% |
| 2002 | 1.76% | 0.00% |
| 2001 | 1.00% | 0.00% |
| 2000 | 0.49% | 0.00% |
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