IYW vs DFIV
Comparison between ISHARES U.S. TECHNOLOGY ETF (IYW, ETF) and DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV, ETF).
5-Year PerformanceIYW has outperformed DFIV, delivering a return of +21.4% compared to +15.6%
IYW vs DFIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYW
$18B
Winner
DFIV
$18B
Expense Ratio
IYW
0.38%
Winner
DFIV
0.27%
Max Drawdown
IYW
81.90%
Winner
DFIV
27.56%
Sharpe Ratio
Winner
IYW
2.33
DFIV
2.32
5Y Beta
IYW
1.42
Winner
DFIV
0.66
P/E Ratio
IYW
37.72
DFIV
N/A
Forward P/E
IYW
22.77
DFIV
N/A
5Y Dividends CAGR
IYW
-6.12%
DFIV
N/A
5Y EPS CAGR
IYW
38.19%
DFIV
N/A
Debt to Equity
IYW
34.80%
DFIV
N/A
P/S Ratio
IYW
7.32
DFIV
N/A
P/B Ratio
IYW
9.29
DFIV
N/A
IYW vs DFIV - Holdings Comparison
IYW and DFIV have 1 common holdings. Overlap is -0.02%
IYW's top 25 holdings weight is 83.34%. DFIV's top 25 holdings weight is 27.70%.
| Rank | IYW | DFIV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 17.59% | n/a (SHEL) - 3.24% |
| #2 | APPLE INC (AAPL) - 13.43% | TOTALENERGIES SE (TTE:XPAR) - 2.21% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.13% | TOYOTA MOTOR CORP (n/a) - 1.87% |
| #4 | ALPHABET INC CLASS C (GOOG) - 5.77% | BANCO SANTANDER SA (n/a) - 1.86% |
| #5 | MICROSOFT CORP (MSFT) - 4.15% | BASF SE (n/a) - 1.42% |
| #6 | BROADCOM INC (AVGO) - 3.78% | HSBC HOLDINGS PLC ADR (HSBC) - 1.22% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 3.30% | BP PLC ADR (BP) - 1.19% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.11% | SUNCOR ENERGY INC (n/a) - 1.13% |
| #9 | MICRON TECHNOLOGY INC (MU) - 3.02% | THE TORONTO-DOMINION BANK (TD) - 1.04% |
| #10 | INTEL CORP (INTC) - 2.30% | SOCIETE GENERALE SA (n/a) - 1.04% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.99% | ENGIE SA (n/a) - 1.01% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.97% | ZURICH INSURANCE GROUP AG (n/a) - 0.95% |
| #13 | n/a (PLTR) - 1.91% | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 0.93% |
| #14 | ORACLE CORP (ORCL) - 1.78% | ENI SPA (n/a) - 0.93% |
| #15 | KLA CORP (KLAC) - 1.53% | HOLCIM LTD (n/a) - 0.91% |
| #16 | TEXAS INSTRUMENTS INC (TXN) - 1.50% | LLOYDS BANKING GROUP PLC (n/a) - 0.91% |
| #17 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.30% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.89% |
| #18 | ANALOG DEVICES INC (ADI) - 1.18% | ORANGE SA (n/a) - 0.89% |
| #19 | AMPHENOL CORP CLASS A (APH) - 1.11% | SWISS RE AG (n/a) - 0.85% |
| #20 | SALESFORCE INC (CRM) - 1.01% | BAYER AG (n/a) - 0.84% |
| #21 | QUALCOMM INC (QCOM) - 0.98% | ENEOS HOLDINGS INC (n/a) - 0.48% |
| #22 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.94% | BANK OF MONTREAL (n/a) - 0.48% |
| #23 | PALO ALTO NETWORKS INC (PANW) - 0.90% | PANASONIC HOLDINGS CORP (n/a) - 0.48% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.84% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.47% |
| #25 | MARVELL TECHNOLOGY INC (MRVL) - 0.82% | RIO TINTO LTD (n/a) - 0.46% |
| Total Holdings | 143 | 526 |
IYW vs DFIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYW
+23.58%
DFIV
+0.24%
3M
Winner
IYW
+21.60%
DFIV
+0.18%
6M
Winner
IYW
+19.67%
DFIV
+18.88%
1Y
Winner
IYW
+61.01%
DFIV
+40.88%
5Y(CAGR)
Winner
IYW
+21.41%
DFIV
+15.58%
10Y(CAGR)
IYW
+25.79%
DFIV
N/A
Max(CAGR)
IYW
+9.30%
Winner
DFIV
+15.58%
IYW vs DFIV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYW | DFIV |
|---|---|---|
| 2026 | +19.43% | +9.46% |
| 2025 | +25.36% | +45.83% |
| 2024 | +33.77% | +7.82% |
| 2023 | +66.65% | +16.94% |
| 2022 | -35.16% | -4.68% |
| 2021 | +37.48% | +0.06% |
| 2020 | +44.47% | N/A |
| 2019 | +46.32% | N/A |
| 2018 | -2.40% | N/A |
| 2017 | +35.59% | N/A |
| 2016 | +15.48% | N/A |
| 2015 | +4.03% | N/A |
| 2014 | +20.70% | N/A |
| 2013 | +22.71% | N/A |
| 2012 | +9.98% | N/A |
| 2011 | -1.28% | N/A |
| 2010 | +10.59% | N/A |
| 2009 | +57.56% | N/A |
| 2008 | -42.02% | N/A |
| 2007 | +14.50% | N/A |
| 2006 | +7.37% | N/A |
| 2005 | +3.73% | N/A |
| 2004 | +0.96% | N/A |
| 2003 | +43.69% | N/A |
| 2002 | -40.37% | N/A |
| 2001 | -22.34% | N/A |
| 2000 | -32.09% | N/A |
IYW vs DFIV Drawdown Comparison
The maximum drawdown for IYW was -81.90%, occurring on Oct 9, 2002. Recovery took 4156 trading sessions.
The maximum drawdown for DFIV was -25.39%, occurring on Sep 27, 2022. Recovery took 355 trading sessions.
The current DFIV drawdown is -1.66%.
| Rank | IYW | DFIV |
|---|---|---|
| #1 | -81.90% Jul 17, 2000 - Jan 24, 2017 | -25.39% Feb 9, 2022 - Jul 12, 2023 |
| #2 | -39.44% Dec 27, 2021 - Nov 20, 2023 | -14.73% Mar 19, 2025 - May 9, 2025 |
| #3 | -30.47% Feb 19, 2020 - Jun 5, 2020 | -9.66% Feb 25, 2026 - Mar 20, 2026 |
| #4 | -26.47% Feb 18, 2025 - Jun 24, 2025 | -9.57% Jul 31, 2023 - Dec 14, 2023 |
| #5 | -23.96% Aug 29, 2018 - Mar 21, 2019 | -8.28% Sep 26, 2024 - Feb 11, 2025 |
| #6 | -17.81% Oct 29, 2025 - Apr 22, 2026 | -7.60% Oct 20, 2021 - Jan 4, 2022 |
| #7 | -16.11% Jul 10, 2024 - Nov 7, 2024 | -7.38% Jul 17, 2024 - Aug 21, 2024 |
| #8 | -13.30% Sep 2, 2020 - Dec 4, 2020 | -4.94% May 20, 2024 - Jul 12, 2024 |
| #9 | -12.91% Apr 29, 2019 - Jul 12, 2019 | -4.93% Jan 14, 2022 - Feb 9, 2022 |
| #10 | -11.44% Feb 12, 2021 - Apr 8, 2021 | -4.87% Nov 12, 2025 - Nov 28, 2025 |
| #11 | -10.54% Jan 26, 2018 - Feb 26, 2018 | -4.35% Apr 9, 2024 - May 9, 2024 |
| #12 | -10.21% Mar 12, 2018 - Jun 1, 2018 | -4.17% Sep 15, 2021 - Oct 14, 2021 |
| #13 | -8.84% Apr 15, 2021 - Jun 11, 2021 | -4.00% Jan 8, 2024 - Feb 22, 2024 |
| #14 | -8.67% Mar 22, 2024 - May 15, 2024 | -3.94% Jul 23, 2025 - Aug 12, 2025 |
| #15 | -8.42% Jul 26, 2019 - Oct 28, 2019 | -3.42% Aug 27, 2024 - Sep 19, 2024 |
Correlation
Correlation between IYW and DFIV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2004 - 2026)
IYW vs DFIV dividend yield comparison.
| Year | IYW | DFIV |
|---|---|---|
| 2026 | 0.03% | 0.18% |
| 2025 | 0.14% | 2.92% |
| 2024 | 0.21% | 3.88% |
| 2023 | 0.34% | 3.93% |
| 2022 | 0.50% | 3.84% |
| 2021 | 0.31% | 2.30% |
| 2020 | 0.56% | 0.00% |
| 2019 | 0.72% | 0.00% |
| 2018 | 0.92% | 0.00% |
| 2017 | 0.82% | 0.00% |
| 2016 | 1.14% | 0.00% |
| 2015 | 1.12% | 0.00% |
| 2014 | 1.13% | 0.00% |
| 2013 | 1.06% | 0.00% |
| 2012 | 0.94% | 0.00% |
| 2011 | 0.61% | 0.00% |
| 2010 | 0.43% | 0.00% |
| 2009 | 0.45% | 0.00% |
| 2008 | 0.65% | 0.00% |
| 2007 | 0.21% | 0.00% |
| 2006 | 0.14% | 0.00% |
| 2005 | 0.15% | 0.00% |
| 2004 | 1.44% | 0.00% |
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