Skip to content
Beacon
Screener

DUSG vs IWO

U.S. Small Cap Growth Portfolio: ETF Class Shares vs iShares Russell 2000 Growth ETF

DUSG

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

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

IWO

iShares Russell 2000 Growth ETF

iShares

Annual cost

0.24%

Fund size

$13.9B

Key differences

  • IWO costs 0.08% less per year.
  • IWO is significantly larger than DUSG — larger funds tend to be more liquid and less likely to close.
  • IWO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DUSGIWO
Annual cost (TER)0.32%0.24%
Fund size (AUM)$1.9B$13.9B
Since20122000
Dividend yield0.42%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+40.1%
CAGR 3YN/A+18.8%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.72
Volatility 1Y21.33%
Max drawdown-4.19%-42.01%

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

Similar to DUSG and IWO