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DUSG vs IUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares vs iShares Core S&P U.S. Growth ETF

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

IUSG

iShares Core S&P U.S. Growth ETF

iShares

Annual cost

0.04%

Fund size

$30.1B

Key differences

  • IUSG costs 0.28% less per year.
  • IUSG is significantly larger than DUSG — larger funds tend to be more liquid and less likely to close.
  • IUSG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DUSGIUSG
Annual cost (TER)0.32%0.04%
Fund size (AUM)$1.9B$30.1B
Since20122000
Dividend yield0.51%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+34.5%
CAGR 3YN/A+28.1%
CAGR 5YN/A+15.6%
Sharpe 3YN/A1.23
Volatility 1Y15.81%
Max drawdown-4.19%-32.35%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DUSG and IUSG