DFSU vs IWLG
Dimensional US Sustainability Core 1 ETF vs NYLIM Winslow Large Cap Growth ETF
Which is better, DFSU or IWLG?
Each has led over a different period.
DFSU has a lower expense ratio. DFSU led over 1Y, IWLG over 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DFSU | IWLG |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.50% |
| AUM | $2.4B | $327M |
| Dividend Yield | 0.84% | 0.00% |
| Holdings | 1,951 | 82 |
| YTD Return | +10.23%Best | +5.96% |
| 1Y Return | +14.19%Best | +6.77% |
| 3Y Return (annualized) | +20.41% | +22.06%Best |
| Volatility (annualized) | 13.7%Best | 17.2% |
| Max Drawdown | -19.9%Best | -23.2% |
| $10,000 over 3.9 years | $19,805 | $23,154Best |
| Fund Family | Dimensional | New York Life Investments |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Nov 1, 2022 | Jun 22, 2022 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Nov 2, 2022 to Oct 14, 2026 (3.9 years).
DFSU vs IWLG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.9 years both funds cover.
DFSU vs IWLG Performance
Dimensional US Sustainability Core 1 ETF (DFSU) is an ETF from Dimensional and NYLIM Winslow Large Cap Growth ETF (IWLG) is an ETF from New York Life Investments. Over the past year DFSU returned +14.19% while IWLG returned +6.77%. Year to date, DFSU is up 10.23% versus a gain of 5.96% for IWLG.
Over three years, DFSU compounded at +20.41% per year against +22.06% for IWLG. Across the full 4-year window we track, IWLG has the edge at +24.02% annualized vs +19.15%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWLG has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 13.7% for DFSU. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.9% for DFSU and -23.2% for IWLG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DFSU charges 0.15% per year while IWLG charges 0.50%. On a $10,000 position that is $15 vs $50 annually, a gap of $35 per year that compounds over a long holding period. On income, DFSU currently yields 0.84% against 0.00% for IWLG.
Holdings Overlap
We hold position weights for 2 holdings in DFSU and 37 in IWLG, totalling 0.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in DFSU and 37 in IWLG, against full books of 1,951 and 82.
You are not choosing between two funds in isolation.
Whichever of DFSU and IWLG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DFSU or IWLG?
DFSU has an expense ratio of 0.15% while IWLG charges 0.50%. DFSU is the cheaper option, by $35 a year on a $10,000 investment.
Which performed better, DFSU or IWLG?
Over the past year DFSU returned +14.19% vs +6.77% for IWLG, so DFSU leads on 1-year performance. Over the longest common window we track (4 years), DFSU annualized +19.15% vs +24.02% for IWLG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DFSU or IWLG?
IWLG has been the more volatile fund at 17.2% annualized versus 13.7% for DFSU. Worst drawdown: DFSU -19.9% vs IWLG -23.2%.
Should I hold both DFSU and IWLG?
DFSU and IWLG have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DFSU or IWLG?
DFSU yields 0.84% while IWLG yields 0.00%, so DFSU currently pays the higher dividend yield.
Is IWLG better than DFSU?
DFSU has a lower expense ratio. DFSU led over 1Y, IWLG over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.