Skip to content
Beacon
Screener

DUSG vs IWF

U.S. Small Cap Growth Portfolio: ETF Class Shares vs iShares Russell 1000 Growth ETF

DUSG

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

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

IWF

iShares Russell 1000 Growth ETF

iShares

Annual cost

0.18%

Fund size

$124.7B

Key differences

  • IWF costs 0.14% less per year.
  • IWF is significantly larger than DUSG — larger funds tend to be more liquid and less likely to close.
  • IWF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DUSGIWF
Annual cost (TER)0.32%0.18%
Fund size (AUM)$1.9B$124.7B
Since20122000
Dividend yield0.35%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+27.5%
CAGR 3YN/A+26.4%
CAGR 5YN/A+15.5%
Sharpe 3YN/A1.13
Volatility 1Y15.55%
Max drawdown-4.19%-32.72%

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

Similar to DUSG and IWF