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DUSG vs IWY

U.S. Small Cap Growth Portfolio: ETF Class Shares vs iShares Russell Top 200 Growth ETF

DUSG

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

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

IWY

iShares Russell Top 200 Growth ETF

iShares

Annual cost

0.20%

Fund size

$16.5B

Key differences

  • IWY costs 0.12% less per year.
  • IWY is significantly larger than DUSG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

DUSGIWY
Annual cost (TER)0.32%0.20%
Fund size (AUM)$1.9B$16.5B
Since20122009
Dividend yield0.35%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+28.6%
CAGR 3YN/A+27.2%
CAGR 5YN/A+16.7%
Sharpe 3YN/A1.16
Volatility 1Y15.63%
Max drawdown-4.19%-32.68%

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

Similar to DUSG and IWY