IWY vs DFUV
Comparison between ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF) and DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF).
IWY vs DFUV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWY
$16B
DFUV
$15B
Expense Ratio
Winner
IWY
0.20%
DFUV
0.21%
Max Drawdown
IWY
33.06%
Winner
DFUV
18.26%
Sharpe Ratio
IWY
0.52
Winner
DFUV
2.22
5Y Beta
IWY
1.20
Winner
DFUV
0.78
P/E Ratio
IWY
33.05
Winner
DFUV
19.31
Forward P/E
IWY
23.37
Winner
DFUV
14.94
PEG Ratio
IWY
0.26
DFUV
N/A
5Y Dividends CAGR
IWY
2.72%
DFUV
N/A
5Y EPS CAGR
Winner
IWY
39.15%
DFUV
15.38%
Debt to Equity
IWY
46.31%
DFUV
N/A
P/S Ratio
IWY
8.29
Winner
DFUV
1.90
P/B Ratio
IWY
13.21
Winner
DFUV
2.60
IWY vs DFUV - Holdings Comparison
IWY and DFUV have 13 common holdings. Overlap is 4.46%
IWY's top 25 holdings weight is 81.36%. DFUV's top 25 holdings weight is 37.49%.
| Rank | IWY | DFUV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.97% | JPMORGAN CHASE & CO (JPM) - 4.53% |
| #2 | APPLE INC (AAPL) - 8.02% | AMAZON.COM INC (AMZN) - 3.30% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.69% | EXXONMOBIL HOLDINGS CORP (XOM) - 3.20% |
| #4 | BROADCOM INC (AVGO) - 6.12% | MICRON TECHNOLOGY INC (MU) - 3.05% |
| #5 | MICROSOFT CORP (MSFT) - 5.99% | JOHNSON & JOHNSON (JNJ) - 2.81% |
| #6 | ALPHABET INC CLASS C (GOOG) - 5.47% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.63% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.83% | CHEVRON CORP (CVX) - 1.93% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.66% | CISCO SYSTEMS INC (CSCO) - 1.54% |
| #9 | TESLA INC (TSLA) - 3.57% | UNITEDHEALTH GROUP INC (UNH) - 1.35% |
| #10 | ELI LILLY AND CO (LLY) - 3.38% | BANK OF AMERICA CORP (BAC) - 1.35% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.81% | INTEL CORP (INTC) - 1.30% |
| #12 | VISA INC CLASS A (V) - 2.19% | LINDE PLC (LIN) - 1.17% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.68% | VERIZON COMMUNICATIONS INC (VZ) - 1.14% |
| #14 | APPLIED MATERIALS INC (AMAT) - 1.46% | RTX CORP (RTX) - 1.08% |
| #15 | GE AEROSPACE (GE) - 1.35% | THE GOLDMAN SACHS GROUP INC (GS) - 1.02% |
| #16 | CATERPILLAR INC (CAT) - 1.34% | WELLS FARGO & CO (WFC) - 0.98% |
| #17 | LAM RESEARCH CORP (LRCX) - 1.33% | AT&T INC (T) - 0.91% |
| #18 | NETFLIX INC (NFLX) - 1.09% | CONOCOPHILLIPS (COP) - 0.84% |
| #19 | n/a (PLTR) - 0.99% | MERCK & CO INC (MRK) - 0.82% |
| #20 | PALO ALTO NETWORKS INC (PANW) - 0.97% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.78% |
| #21 | GE VERNOVA INC (GEV) - 0.97% | CAPITAL ONE FINANCIAL CORP (COF) - 0.36% |
| #22 | TEXAS INSTRUMENTS INC (TXN) - 0.91% | DANAHER CORP (DHR) - 0.36% |
| #23 | THE HOME DEPOT INC (HD) - 0.89% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.35% |
| #24 | KLA CORP (KLAC) - 0.87% | ALLSTATE CORP (ALL) - 0.35% |
| #25 | ORACLE CORP (ORCL) - 0.81% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.34% |
| Total Holdings | 104 | 1288 |
IWY vs DFUV - Historical Returns
Returns include dividend reinvestment.
1M
IWY
+0.54%
Winner
DFUV
+4.13%
3M
IWY
-2.34%
Winner
DFUV
+9.18%
6M
IWY
+8.15%
Winner
DFUV
+14.08%
1Y
IWY
+12.69%
Winner
DFUV
+34.08%
5Y(CAGR)
IWY
+13.21%
Winner
DFUV
+15.32%
10Y(CAGR)
IWY
+18.65%
DFUV
N/A
Max(CAGR)
Winner
IWY
+16.86%
DFUV
+15.32%
IWY vs DFUV - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWY | DFUV |
|---|---|---|
| 2026 | +3.78% | +22.74% |
| 2025 | +18.71% | +15.99% |
| 2024 | +36.91% | +11.55% |
| 2023 | +47.75% | +13.68% |
| 2022 | -30.61% | +1.23% |
| 2021 | +33.02% | N/A |
| 2020 | +37.12% | N/A |
| 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 DFUV Drawdown Comparison
The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.
The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The current IWY drawdown is -5.35%. The current DFUV drawdown is -0.43%.
| Rank | IWY | DFUV |
|---|---|---|
| #1 | -32.68% Dec 27, 2021 - Dec 13, 2023 | -17.59% Nov 25, 2024 - Aug 22, 2025 |
| #2 | -30.76% Feb 19, 2020 - Jun 8, 2020 | -15.33% Jun 7, 2022 - Nov 23, 2022 |
| #3 | -23.21% Dec 16, 2024 - Jun 27, 2025 | -11.55% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -22.15% Oct 1, 2018 - Apr 23, 2019 | -10.97% Feb 2, 2023 - Jul 19, 2023 |
| #5 | -16.63% Oct 29, 2025 - May 8, 2026 | -6.78% Jul 31, 2024 - Aug 30, 2024 |
| #6 | -15.77% Jul 22, 2011 - Jan 25, 2012 | -6.67% Nov 30, 2022 - Jan 26, 2023 |
| #7 | -15.46% Apr 23, 2010 - Oct 18, 2010 | -6.01% Feb 11, 2026 - Apr 17, 2026 |
| #8 | -13.86% Jul 10, 2024 - Oct 29, 2024 | -5.79% Mar 28, 2024 - Jul 16, 2024 |
| #9 | -12.42% Jul 20, 2015 - Nov 2, 2015 | -4.44% Nov 12, 2025 - Nov 28, 2025 |
| #10 | -12.27% Dec 1, 2015 - Apr 18, 2016 | -4.18% May 17, 2022 - May 26, 2022 |
| #11 | -12.02% Jun 1, 2026 - Jul 29, 2026 | -4.06% Aug 30, 2024 - Sep 19, 2024 |
| #12 | -11.88% Sep 2, 2020 - Dec 17, 2020 | -3.33% Oct 6, 2025 - Oct 24, 2025 |
| #13 | -9.96% Jan 26, 2018 - Jun 6, 2018 | -3.13% Dec 27, 2023 - Jan 29, 2024 |
| #14 | -9.27% Apr 2, 2012 - Aug 16, 2012 | -3.07% Oct 17, 2024 - Nov 6, 2024 |
| #15 | -8.77% Feb 12, 2021 - Apr 7, 2021 | -2.57% Jul 16, 2024 - Jul 31, 2024 |
Correlation
Correlation between IWY and DFUV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2009 - 2026)
IWY vs DFUV dividend yield comparison.
| Year | IWY | DFUV |
|---|---|---|
| 2026 | 0.17% | 0.63% |
| 2025 | 0.36% | 1.55% |
| 2024 | 0.42% | 1.64% |
| 2023 | 0.68% | 1.72% |
| 2022 | 0.88% | 1.34% |
| 2021 | 0.50% | 0.00% |
| 2020 | 0.71% | 0.00% |
| 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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