IWY vs DFAI
Comparison between ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF) and DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI, ETF).
5-Year PerformanceIWY has outperformed DFAI, delivering a return of +13.5% compared to +10.3%
IWY vs DFAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWY
$17B
DFAI
$17B
Expense Ratio
IWY
0.20%
Winner
DFAI
0.18%
Max Drawdown
IWY
33.06%
Winner
DFAI
29.49%
Sharpe Ratio
IWY
0.59
Winner
DFAI
1.30
5Y Beta
IWY
1.20
Winner
DFAI
0.70
P/E Ratio
IWY
38.13
DFAI
N/A
Forward P/E
IWY
23.91
DFAI
N/A
PEG Ratio
IWY
0.32
DFAI
N/A
5Y Dividends CAGR
IWY
2.72%
Winner
DFAI
34.54%
5Y EPS CAGR
IWY
39.55%
DFAI
N/A
Debt to Equity
IWY
43.73%
DFAI
N/A
P/S Ratio
IWY
8.69
DFAI
N/A
P/B Ratio
IWY
14.32
DFAI
N/A
IWY vs DFAI - Holdings Comparison
IWY and DFAI have 1 common holdings. Overlap is 0.00%
IWY's top 25 holdings weight is 81.73%. DFAI's top 25 holdings weight is 16.96%.
| Rank | IWY | DFAI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.11% | ASML HOLDING NV ADR (ASML) - 1.54% |
| #2 | APPLE INC (AAPL) - 7.83% | HSBC HOLDINGS PLC (n/a) - 1.03% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.46% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.98% |
| #4 | BROADCOM INC (AVGO) - 5.85% | SHELL PLC (n/a) - 0.98% |
| #5 | ALPHABET INC CLASS C (GOOG) - 5.24% | ASTRAZENECA PLC (AZN:XLON) - 0.92% |
| #6 | MICROSOFT CORP (MSFT) - 4.74% | ROYAL BANK OF CANADA (n/a) - 0.91% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.35% | NESTLE SA (n/a) - 0.85% |
| #8 | TESLA INC (TSLA) - 4.35% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.67% |
| #9 | MICRON TECHNOLOGY INC (MU) - 4.18% | TOTALENERGIES SE (TTE:XPAR) - 0.63% |
| #10 | ELI LILLY AND CO (LLY) - 3.24% | NOVARTIS AG ADR (NVS) - 0.62% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 3.09% | BHP GROUP LTD (n/a) - 0.61% |
| #12 | VISA INC CLASS A (V) - 2.04% | TOYOTA MOTOR CORP (n/a) - 0.60% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.64% | SIEMENS AG (n/a) - 0.58% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.51% | FUJIKURA LTD (n/a) - 0.56% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.50% | TOKYO ELECTRON LTD (n/a) - 0.56% |
| #16 | CATERPILLAR INC (CAT) - 1.47% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.54% |
| #17 | GE AEROSPACE (GE) - 1.27% | BP PLC (n/a) - 0.52% |
| #18 | NETFLIX INC (NFLX) - 1.07% | SONY GROUP CORP (n/a) - 0.51% |
| #19 | KLA CORP (KLAC) - 1.05% | ADVANTEST CORP (n/a) - 0.50% |
| #20 | n/a (PLTR) - 1.03% | DEUTSCHE TELEKOM AG (n/a) - 0.49% |
| #21 | GE VERNOVA INC (GEV) - 1.00% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.48% |
| #22 | PALO ALTO NETWORKS INC (PANW) - 0.99% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.48% |
| #23 | TEXAS INSTRUMENTS INC (TXN) - 0.96% | NOVO NORDISK AS CLASS B (n/a) - 0.48% |
| #24 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.89% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.47% |
| #25 | THE HOME DEPOT INC (HD) - 0.87% | THE TORONTO-DOMINION BANK (TD) - 0.45% |
| Total Holdings | 104 | 2647 |
IWY vs DFAI - Historical Returns
Returns include dividend reinvestment.
1M
IWY
-0.30%
Winner
DFAI
+0.00%
3M
Winner
IWY
+3.36%
DFAI
+3.32%
6M
IWY
+5.60%
Winner
DFAI
+6.85%
1Y
IWY
+12.87%
Winner
DFAI
+23.58%
5Y(CAGR)
Winner
IWY
+13.51%
DFAI
+10.31%
10Y(CAGR)
IWY
+18.72%
DFAI
N/A
Max(CAGR)
Winner
IWY
+16.91%
DFAI
+12.19%
IWY vs DFAI - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWY | DFAI |
|---|---|---|
| 2026 | +3.22% | +9.46% |
| 2025 | +18.71% | +34.39% |
| 2024 | +36.91% | +5.79% |
| 2023 | +47.75% | +16.79% |
| 2022 | -30.61% | -13.31% |
| 2021 | +33.02% | +13.35% |
| 2020 | +37.12% | +6.13% |
| 2019 | +36.35% | N/A |
| 2018 | -1.70% | N/A |
| 2017 | +30.69% | N/A |
| 2016 | +8.88% | N/A |
| 2015 | +8.06% | N/A |
| 2014 | +14.33% | N/A |
| 2013 | +28.99% | N/A |
| 2012 | +13.15% | N/A |
| 2011 | +3.69% | N/A |
| 2010 | +11.40% | N/A |
| 2009 | +8.92% | N/A |
IWY vs DFAI Drawdown Comparison
The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.
The maximum drawdown for DFAI was -27.42%, occurring on Sep 27, 2022. Recovery took 536 trading sessions.
The current IWY drawdown is -5.86%. The current DFAI drawdown is -0.93%.
| Rank | IWY | DFAI |
|---|---|---|
| #1 | -32.68% Dec 27, 2021 - Dec 13, 2023 | -27.42% Nov 8, 2021 - Dec 27, 2023 |
| #2 | -30.76% Feb 19, 2020 - Jun 8, 2020 | -13.26% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -23.21% Dec 16, 2024 - Jun 27, 2025 | -10.95% Feb 25, 2026 - Jul 6, 2026 |
| #4 | -22.15% Oct 1, 2018 - Apr 23, 2019 | -9.23% Sep 26, 2024 - Mar 5, 2025 |
| #5 | -16.63% Oct 29, 2025 - May 8, 2026 | -7.15% Jul 12, 2024 - Aug 19, 2024 |
| #6 | -15.77% Jul 22, 2011 - Jan 25, 2012 | -5.71% Jun 15, 2021 - Sep 2, 2021 |
| #7 | -15.46% Apr 23, 2010 - Oct 18, 2010 | -5.05% Sep 3, 2021 - Nov 3, 2021 |
| #8 | -13.86% Jul 10, 2024 - Oct 29, 2024 | -4.88% Nov 12, 2025 - Dec 4, 2025 |
| #9 | -12.42% Jul 20, 2015 - Nov 2, 2015 | -4.43% Mar 27, 2024 - May 9, 2024 |
| #10 | -12.27% Dec 1, 2015 - Apr 18, 2016 | -4.16% Jan 8, 2021 - Feb 8, 2021 |
| #11 | -11.88% Sep 2, 2020 - Dec 17, 2020 | -3.98% Jul 23, 2025 - Aug 13, 2025 |
| #12 | -9.96% Jan 26, 2018 - Jun 6, 2018 | -3.70% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -9.27% Apr 2, 2012 - Aug 16, 2012 | -3.43% Jun 6, 2024 - Jul 11, 2024 |
| #14 | -8.77% Feb 12, 2021 - Apr 7, 2021 | -3.31% Dec 27, 2023 - Feb 1, 2024 |
| #15 | -8.58% Jun 1, 2026 - Jun 25, 2026 | -3.31% May 7, 2021 - May 24, 2021 |
Correlation
Correlation between IWY and DFAI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2009 - 2026)
IWY vs DFAI dividend yield comparison.
| Year | IWY | DFAI |
|---|---|---|
| 2026 | 0.17% | 1.38% |
| 2025 | 0.36% | 2.45% |
| 2024 | 0.42% | 2.72% |
| 2023 | 0.68% | 2.64% |
| 2022 | 0.88% | 2.72% |
| 2021 | 0.50% | 2.06% |
| 2020 | 0.71% | 0.09% |
| 2019 | 1.06% | 0.00% |
| 2018 | 1.32% | 0.00% |
| 2017 | 1.26% | 0.00% |
| 2016 | 1.51% | 0.00% |
| 2015 | 1.58% | 0.00% |
| 2014 | 1.44% | 0.00% |
| 2013 | 1.56% | 0.00% |
| 2012 | 1.80% | 0.00% |
| 2011 | 1.58% | 0.00% |
| 2010 | 1.27% | 0.00% |
| 2009 | 0.40% | 0.00% |
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