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Data as of Oct 28, 2026.

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DFUS vs IWM: Differences, Returns & Fees

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Over the year to Oct 28, 2026, DFUS returned +13.8% to IWM's +14.1%; 3% of their weight is in the same names.

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Net assets: $20.9bn on Jul 31, 2026 for Dimensional U.S. Equity Market ETF, and $75.5bn on Oct 27, 2026 for iShares Russell 2000 ETF.

DFUS on its own →IWM on its own →
At a glance
+13.8%
DFUS total return, 1 year
+14.1%
IWM total return, 1 year
0.09%
DFUS expense ratio
0.19%
IWM expense ratio

Pair scorecard

DFUS costs 0.10 points a year less; their one-year returns differ by 0.3 points.

DFUS vs IWM: Differences, Returns & Fees
MeasureDFUSIWM
Return
Total return, 1 year+13.8%+14.1%
Drawdown
Below its high7.6%, high on Aug 14, 2026
Benchmark
What it tracksNo index, actively managedRussell 2000 Index
Cost and size
Expense ratio0.09%0.19%
Net assets, DFUS as of Jul 31, 2026 and IWM as of Oct 27, 2026$20.9bn$75.5bn
Holdings
Holdings in common3%
Top ten holdings, share of the fund34.6%3.3%

Holdings in common uses holdings dated Jul 31, 2026 and Oct 27, 2026. Method

What they share

3%

By the books each fund has filed, DFUS and IWM hold 3% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Oct 27, 2026.

0 half 100%

half

3% in common

Positions both hold · largest shared weight first DFUS IWM
MOOG INC. 0.02% 0.34%
UMB FINANCIAL CORPORATION 0.01% 0.33%
BRINKER INTERNATIONAL, INC. 0.01% 0.29%
OLD NATIONAL BANCORP 0.01% 0.29%
BRIGHTSPRING HEALTH SERVICES, INC. 0.01% 0.33%
VIASAT, INC. 0.01% 0.30%
VISTANCE NETWORKS, INC. 0.01% 0.05%
ESCO TECHNOLOGIES INC. 0.01% 0.21%
FIRSTCASH HOLDINGS, INC. 0.01% 0.25%
HEALTHEQUITY, INC. 0.01% 0.28%
InterDigital, Inc. 0.01% 0.29%
JFROG LTD 0.01% 0.37%
Only in one fund ↓
Only in DFUS
NVIDIA CORPORATION 6.75%
APPLE INC. 6.45%
MICROSOFT CORPORATION 4.99%
AMAZON.COM, INC. 3.83%
ALPHABET INC. 3.00%
BROADCOM INC. 2.63%
ALPHABET INC. 2.48%
META PLATFORMS, INC. 1.77%
Only in IWM
TWIST BIOSCIENCE 0.35%
RYMAN HOSPITALITY PROPERTIES REIT 0.30%
CARETRUST REIT 0.29%
PROTAGONIST THERAPEUTICS 0.29%
CYTOKINETICS 0.28%
ABERCROMBIE AND FITCH CLASS A 0.25%
ALKERMES 0.25%
SPYRE THERAPEUTICS INC 0.25%
Check overlap with more funds →

Side by side

DFUS Dimensional U.S. Equity Market ETF IWM iShares Russell 2000 ETF
Where it sits Stock ETF Stock ETF
Issuer Dimensional iShares
What it is Actively managed Tracks the Russell 2000
Total return, 1 year +13.8% +14.1%
Its benchmark over the same days +13.3% (IWV) +14.3% (VTWO)
Gap to its benchmark +0.5 pts vs IWV −0.2 pts vs VTWO
Expense ratio 0.09% 0.19%
Already in the S&P 500 89.4% 0.0%
Holdings 2236 1977
Net assets, DFUS as of Jul 31, 2026 and IWM as of Oct 27, 2026 $20.9bn $75.5bn

DFUS and IWM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

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About each fund
DFUS

Over the year to Oct 28, 2026 it returned +13.8% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

DFUS is actively managed and tracks no index. The prospectus expense ratio is 0.09% a year. By its holdings filed for Jul 31, 2026, 89% of the fund by weight is stocks the S&P 500 also holds, across 2,236 positions, with the top ten at 34.6%.

IWM

IWM tracks the Russell 2000. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +14.3% for its benchmark, the Russell 2000 Index. The prospectus expense ratio is 0.19% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,977 positions, with the top ten at 3.3%. It sat 7.6% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, DFUS or IWM?
In the year to Oct 28, 2026, with distributions reinvested, DFUS returned +13.8% and IWM +14.1%.
Which is cheaper, DFUS or IWM?
DFUS is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DFUS and IWM overlap with the S&P 500?
By their latest filed holdings, 89% of DFUS and 0% of IWM by weight is stocks the S&P 500 already holds.
Other comparisons
DFUS vs IWCDFUS vs VBDFUS vs IJRDFUS vs IJTDYNF vs IWMIWM vs SCHBDIA vs IWMIWM vs QUAL
Where to next
DFUS on its own →IWM on its own →Hold both: look the portfolio through →Rankings →DFUS dividend history →DFUS holdings →IWM dividend history →IWM holdings →Standards and sources →
Sources and dates
DFUS filings on SEC EDGAR ↗
DFUS prospectus with the expense ratio (SEC) ↗
Dimensional website ↗
IWM filings on SEC EDGAR ↗
IWM prospectus with the expense ratio (SEC) ↗
iShares page for IWM ↗

Links are sources, not endorsements. 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.

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ETFIQ, DFUS against IWM, data as of Oct 28, 2026. https://etfiq.com/compare/any/dfus-vs-iwm

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