ETF comparison

AVLVvsDFLV

Both US Value.

Avantis US Large Cap Value ETF · Dimensional US Large Cap Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
35.3%

108 positions appear in both funds. Buying equal dollars of AVLV and DFLV would leave roughly35.3%of each dollar exposed to the same underlying securities.

AVLV only 64.6%Shared 35.3%DFLV only 65.4%
In AVLV only
169 positions
Shared
108 positions
In DFLV only
224 positions

Side by side

AVLV

Avantis US Large Cap Value ETF

Avantis · US Value

88composite / 100
Expense ratio
0.15%
Net assets
$21.57B
TTM yield
1.30%
Top-10 conc.
26.9%
DFLV

Dimensional US Large Cap Value ETF

Dimensional · US Value

84composite / 100
Expense ratio
0.21%
Net assets
$7.08B
TTM yield
1.34%
Top-10 conc.
25.6%

Sub-score comparison

85
Cost
79
88
Tax efficiency
88
100
Liquidity
93
76
Concentration
78
Tracking quality
AVLVsub-scoreDFLV

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

AVLV is 6 bps cheaper than DFLV. On a $100,000 position that's about $60/yr more in fees for DFLV.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with AVLV vs DFLV.

Top shared holdings

108 shared in total
#HoldingIn AVLVIn DFLVOverlap
1Amazon.com Inc3.17%3.15%3.15%
2Micron Technology Inc4.57%2.75%2.75%
3Exxon Mobil Corp2.58%4.04%2.58%
4JPMorgan Chase & Co1.78%4.59%1.78%
5Verizon Communications Inc1.64%1.20%1.20%
6Merck & Co Inc1.75%1.19%1.19%
7Morgan Stanley1.36%1.17%1.17%
8ConocoPhillips1.17%0.92%0.92%
9CSX Corp1.05%0.86%0.86%
10General Motors Co1.11%0.81%0.81%
11FedEx Corp0.79%0.85%0.79%
12Deere & Co0.95%0.78%0.78%

Only in AVLV

169 total
  • Apple Inc3.17%
  • Meta Platforms Inc2.74%
  • Caterpillar Inc2.52%
  • Lam Research Corp2.52%
  • Costco Wholesale Corp2.05%
  • Microsoft Corp1.63%
  • Union Pacific Corp1.53%
  • TJX Cos Inc/The1.52%
  • Applied Materials Inc1.06%
  • Ross Stores Inc1.05%

Only in DFLV

224 total
  • JOHNSON & JOHNSON2.40%
  • CHEVRON CORPORATION2.04%
  • CISCO SYSTEMS, INC.1.90%
  • BERKSHIRE HATHAWAY INC.1.70%
  • UNITEDHEALTH GROUP INCORPORATED1.62%
  • THE PROCTER & GAMBLE COMPANY1.39%
  • LINDE PUBLIC LIMITED COMPANY1.26%
  • AT&T INC.1.08%
  • NEWMONT CORPORATION1.03%
  • RTX CORPORATION0.93%

Open AVLV or DFLV at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.