DUSG vs IWO

DUSG vs IWO

Which is better, DUSG or IWO?

DUSG has been ahead.

IWO has a lower expense ratio. DUSG led over 1Y. IWO is less concentrated, with 6.5% of the fund in its ten largest positions against 6.6%.

Lower Fees: IWOHigher Returns (1Y): DUSGLess Concentrated: IWO

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

MetricDUSGIWO
Expense Ratio0.32%0.24%Best
AUM$1.9B$13.7B
Dividend Yield0.30%0.47%
Holdings1,0961,105
YTD Return-1.48%+4.95%Best
1Y Return-+4.16%
3Y Return (annualized)-+16.84%
5Y Return (annualized)-+3.25%
Top 10 Weight6.6%6.5%Best
Fund FamilyDimensionaliShares by BlackRock (US)
CategoryEquityEquity
StyleSmall Cap GrowthSmall Cap Growth
InceptionMay 6, 2026Jul 24, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

DUSG vs IWO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare DUSG against instead:DUSG vs SPYDUSG vs QQQDUSG vs VOODUSG vs VTIIWO against:IWO vs VXUS

DUSG vs IWO Performance

US Small Cap Growth ETF (DUSG) is an ETF from Dimensional and iShares Russell 2000 Growth ETF (IWO) is an ETF from iShares by BlackRock (US). Year to date, DUSG is down 1.48% versus a gain of 4.95% for IWO.

Past performance does not guarantee future results.

Fees and Cost Over Time

DUSG charges 0.32% per year while IWO charges 0.24%. On a $10,000 position that is $32 vs $24 annually, a gap of $8 per year that compounds over a long holding period. On income, DUSG currently yields 0.30% against 0.47% for IWO.

Holdings Overlap

DUSG already in IWO41.7%
IWO already in DUSG52.8%

41.7% of DUSG's money is in holdings IWO also owns. 52.8% of IWO's money is in holdings DUSG also owns.

The two portfolios partly overlap.

342 positions in common, counted across the 570 positions we hold weights for in DUSG and 1,119 in IWO, against full books of 1,096 and 1,105.

What only one of them owns

Our book lists 600 positions for IWO that do not appear in our book for DUSG (42.8% of the fund), and 207 for DUSG that do not appear in IWO (57.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in DUSGWeight in IWODifference
IDCCInterdigital Inc0.54%0.59%0.05%
EATBrinker Intl Inc0.52%0.56%0.04%
BTSGBrightspring Health0.41%0.64%0.23%
FCFSFirstcash Inc0.47%0.56%0.09%
MOG.AMoog Inccommon Stock0.24%0.74%0.50%
QLYSQualys Inc0.46%0.45%0.01%
TXG10x Genomics Inc Com Usd 1 Cl A0.21%0.69%0.48%
VSCOVictoria'S Secret & Co Common Stock USD 0.010.44%0.43%0.01%
FSSFederal Signal Corp0.42%0.45%0.03%
OSCROscar Health, Inc.0.37%0.48%0.11%

52.8% of IWO is already inside DUSG.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DUSGIWO

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Frequently Asked Questions

Which is cheaper, DUSG or IWO?

DUSG has an expense ratio of 0.32% while IWO charges 0.24%. IWO is the cheaper option, by $8 a year on a $10,000 investment.

What is the holdings overlap between DUSG and IWO?

52.8% of IWO's money is in holdings DUSG also owns. 52.8% of IWO's is in holdings DUSG also owns. They hold 342 positions in common, counted across the 570 positions we hold weights for in DUSG and 1,119 in IWO.

Which pays a higher dividend, DUSG or IWO?

DUSG yields 0.30% while IWO yields 0.47%, so IWO currently pays the higher dividend yield.

Is IWO better than DUSG?

IWO has a lower expense ratio. DUSG led over 1Y. IWO is less concentrated, with 6.5% of the fund in its ten largest positions against 6.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.