Which returned more over the last year, DFSU or IWB?

In the year to Oct 9, 2026, with distributions reinvested, DFSU returned +14.0% and IWB +16.6%.

Which is cheaper, DFSU or IWB?

Neither: DFSU and IWB both charge 0.15% a year. Fees come from each fund's prospectus.

How much do DFSU and IWB overlap with the S&P 500?

By their latest filed holdings, 81% of DFSU and 92% of IWB by weight is stocks the S&P 500 already holds.

Compare their flows Ask IQ about these two funds

DFSU vs IWB: Differences, Returns & Fees

DFSU and IWB hold 64% of their weight in the same names, and IWB returned +16.6% over the year. Net assets: $2.3bn on Jul 31, 2026 for Dimensional US Sustainability Core 1 ETF, and $49.6bn on Oct 9, 2026 for iShares Russell 1000 ETF.

Both cost 0.15% a year; their one-year returns differ by 2.6 points; IWB is far larger, $48.3bn against $2.3bn.

Points (pts) are percentage points.

DFSU vs IWB: Differences, Returns & Fees
	DFSU	IWB
Expense ratio	0.15%	0.15%
Net assets, as of Jul 31, 2026	$2.3bn	$48.3bn
Total return, 1 year	+14.0%	+16.6%
What it tracks	No index, actively managed	Russell 1000 Index
Holdings in common	64%
Top ten holdings, share of the fund	32.0%	36.1%

Holdings in common uses holdings dated Jul 31, 2026 and Oct 9, 2026.

+14.0%

DFSU total return, 1 year

+16.6%

IWB total return, 1 year

0.15%

DFSU expense ratio

0.15%

IWB expense ratio

What they hold in common

By the books each fund has filed, DFSU and IWB hold 64% 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 9, 2026.

50%

half

64% in common

Positions both hold, largest shared weight first

Holding DFSU IWB

NVIDIA CORPORATION 6.46% 7.44%

APPLE INC. 6.31% 6.77%

AMAZON.COM, INC. 3.32% 3.54%

MICROSOFT CORPORATION 3.14% 5.53%

ALPHABET INC. 2.40% 2.85%

BROADCOM INC. 2.27% 2.34%

META PLATFORMS, INC. 3.09% 2.20%

ALPHABET INC. 1.96% 2.30%

JPMORGAN CHASE & CO. 1.62% 1.24%

JOHNSON & JOHNSON 0.98% 0.88%

VISA INC. 0.88% 0.91%

TESLA, INC. 0.71% 1.56%

Only in DFSU

ELI LILLY AND COMPANY 1.41%

GENERAL ELECTRIC COMPANY 0.59%

APPLIED MATERIALS, INC. 0.45%

THE TJX COMPANIES, INC. 0.30%

MCDONALD'S CORPORATION 0.27%

AMERIPRISE FINANCIAL, INC. 0.19%

MOODY'S CORPORATION 0.17%

ILLINOIS TOOL WORKS INC. 0.17%

Only in IWB

MICRON TECHNOLOGY 1.61%

BERKSHIRE HATHAWAY INC CLASS B 1.34%

ELI LILLY 1.31%

EXXONMOBIL HOLDINGS CORP 0.97%

COSTCO WHOLESALE CORP 0.58%

APPLIED MATERIAL INC 0.56%

CHEVRON 0.55%

GE AEROSPACE 0.44%

Check overlap with more funds →

On the same fields

DFSU

Dimensional US Sustainability Core 1 ETF

IWB

iShares Russell 1000 ETF

Where it sits Stock ETF Stock ETF

Issuer Dimensional iShares

What it is Actively managed Tracks the Russell 1000

Total return, 1 year +14.0% +16.6%

Its benchmark over the same days +16.7% (IWV) +16.8% (VONE)

Gap to its benchmark −2.6 pts vs IWV −0.1 pts vs VONE

Expense ratio 0.15% 0.15%

Already in the S&P 500 81.1% 91.7%

Holdings 1940 1025

Net assets, DFSU as of Jul 31, 2026 and IWB as of Oct 9, 2026 $2.3bn $49.6bn

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

About DFSU

DFSU is actively managed and tracks no index. The prospectus expense ratio is 0.15% a year. By its holdings filed for Jul 31, 2026, 81% of the fund by weight is stocks the S&P 500 also holds, across 1,940 positions, with the top ten at 32.0%.

Over the year to Oct 9, 2026 it returned +14.0% with distributions reinvested, against +16.7% for its benchmark, the Russell 3000 Index.

About IWB

IWB tracks the Russell 1000. Over the year to Oct 9, 2026 it returned +16.6% with distributions reinvested, against +16.8% for its benchmark, the Russell 1000 Index. By its holdings published by its issuer for Oct 9, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,025 positions, with the top ten at 36.1%.

Questions people ask

Which returned more over the last year, DFSU or IWB?: In the year to Oct 9, 2026, with distributions reinvested, DFSU returned +14.0% and IWB +16.6%.
Which is cheaper, DFSU or IWB?: Neither: DFSU and IWB both charge 0.15% a year. Fees come from each fund's prospectus.
How much do DFSU and IWB overlap with the S&P 500?: By their latest filed holdings, 81% of DFSU and 92% of IWB by weight is stocks the S&P 500 already holds.

Other comparisons

DFSU vs QUAL DFSU vs DIA DFSU vs SCHB DFSU vs DYNF IWB vs SFLR IWB vs IWL IWB vs QDF FLQL vs IWB

DFSU on its own →IWB on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

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

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, DFSU against IWB, data as of Oct 9, 2026. https://etfiq.com/compare/any/dfsu-vs-iwb

Open data

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