Which returned more over the last year, CRBN or DFAW?

In the year to Oct 9, 2026, with distributions reinvested, CRBN returned +15.7% and DFAW +19.2%.

Which is cheaper, CRBN or DFAW?

CRBN is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do CRBN and DFAW overlap with the S&P 500?

By their latest filed holdings, 61% of CRBN and 0% of DFAW by weight is stocks the S&P 500 already holds.

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CRBN vs DFAW: Differences, Returns & Fees

CRBN and DFAW hold 0% of their weight in the same names, and DFAW returned +19.2% over the year. Net assets: $1.2bn on Oct 9, 2026 for iShares Low Carbon Optimized MSCI ACWI ETF, and $1.6bn on Jul 31, 2026 for Dimensional World Equity ETF.

CRBN costs 0.04 points a year less; their one-year returns differ by 3.5 points.

	CRBN	DFAW
Expense ratio	0.20%	0.24%
Net assets, CRBN as of Oct 9, 2026 and DFAW as of Jul 31, 2026	$1.2bn	$1.6bn
Total return, 1 year	+15.7%	+19.2%
What it tracks	not read by ETFIQ	No index, actively managed
Holdings in common	0%
Top ten holdings, share of the fund	25.9%	99.9%

Holdings in common uses holdings dated Jul 31, 2026 and Oct 8, 2026.

+15.7%

CRBN total return, 1 year

+19.2%

DFAW total return, 1 year

0.20%

CRBN expense ratio

0.24%

DFAW expense ratio

What they hold in common

By the books each fund has filed, CRBN and DFAW hold 0% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jul 31, 2026 and Oct 8, 2026.

50%

half

0% in common

Positions both hold, largest shared weight first

Holding CRBN DFAW

Only in CRBN

NVIDIA 5.18%

APPLE 4.92%

MICROSOFT 3.61%

AMAZON.COM INC 2.42%

ALPHABET CLASS A 2.10%

TAIWAN SEMICONDUCTOR MANUFACTURING 1.94%

BROADCOM INC 1.59%

META PLATFORMS CLASS A 1.54%

Only in DFAW

Dimensional U S Core Equity 2 ETF 53.37%

DFA Dimensional International Core Equity 2 ETF 18.65%

Dimensional US Core Equity 1 ETF 17.70%

DFA Dimensional Emerging Markets Core Equity 2 ETF 8.48%

DFA Dimensional Global Real Estate ETF 1.73%

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On the same fields

CRBN

iShares Low Carbon Optimized MSCI ACWI ETF

DFAW

Dimensional World Equity ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Dimensional

What it is Tracks an index Actively managed

Total return, 1 year +15.7% +19.2%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 −1.6 pts +1.9 pts

Expense ratio 0.20% 0.24%

Already in the S&P 500 60.8% 0.0%

Holdings 1059 5

Net assets, CRBN as of Oct 9, 2026 and DFAW as of Jul 31, 2026 $1.2bn $1.6bn

CRBN and DFAW on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

CRBN in plain words

CRBN tracks an index. Over the year to Oct 9, 2026 it returned +15.7% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 8, 2026, 61% of the fund by weight is stocks the S&P 500 also holds, across 1,059 positions, with the top ten at 25.9%.

DFAW in plain words

DFAW is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +19.2% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.24% a year. By its holdings filed for Jul 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 5 positions, with the top ten at 99.9%.

Questions people ask

Which returned more over the last year, CRBN or DFAW?: In the year to Oct 9, 2026, with distributions reinvested, CRBN returned +15.7% and DFAW +19.2%.
Which is cheaper, CRBN or DFAW?: CRBN is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do CRBN and DFAW overlap with the S&P 500?: By their latest filed holdings, 61% of CRBN and 0% of DFAW by weight is stocks the S&P 500 already holds.

Other comparisons

CRBN vs KLMT CRBN vs SPGM CRBN vs JGLO CRBN vs URTH DFAW vs KLMT DFAW vs SPGM DFAW vs JGLO DFAW vs URTH

CRBN on its own →DFAW on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

CRBN filings on SEC EDGAR ↗CRBN prospectus with the expense ratio (SEC) ↗iShares page for CRBN ↗DFAW filings on SEC EDGAR ↗DFAW prospectus with the expense ratio (SEC) ↗Dimensional website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, CRBN against DFAW, data as of Oct 9, 2026. https://etfiq.com/compare/any/crbn-vs-dfaw

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.