ETF comparison

AVUVvsDFAT

Both US Small Cap.

Avantis US Small Cap Value ETF · Dimensional U.S. Targeted Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
38.9%

663 positions appear in both funds. Buying equal dollars of AVUV and DFAT would leave roughly38.9%of each dollar exposed to the same underlying securities.

AVUV only 61.0%Shared 38.9%DFAT only 66.8%
In AVUV only
134 positions
Shared
663 positions
In DFAT only
612 positions

Side by side

AVUV

Avantis US Small Cap Value ETF

Avantis · US Small Cap

87composite / 100
Expense ratio
0.25%
Net assets
$31.17B
TTM yield
1.60%
Top-10 conc.
8.7%
DFAT

Dimensional U.S. Targeted Value ETF

Dimensional · US Small Cap

86composite / 100
Expense ratio
0.28%
Net assets
$14.48B
TTM yield
1.37%
Top-10 conc.
12.7%

Sub-score comparison

75
Cost
72
87
Tax efficiency
88
100
Liquidity
100
100
Concentration
96
Tracking quality
AVUVsub-scoreDFAT

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

Cost difference

AVUV is 3 bps cheaper than DFAT. On a $100,000 position that's about $30/yr more in fees for DFAT.

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 AVUV vs DFAT.

Top shared holdings

663 shared in total
#HoldingIn AVUVIn DFATOverlap
1Ryder System Inc0.60%0.42%0.42%
2Jackson Financial Inc0.38%0.42%0.38%
3Avnet Inc0.86%0.38%0.38%
4Lear Corp0.89%0.34%0.34%
5NOV Inc0.58%0.34%0.34%
6Columbia Banking System Inc0.40%0.32%0.32%
7Taylor Morrison Home Corp0.43%0.32%0.32%
8Murphy Oil Corp0.57%0.32%0.32%
9MGIC Investment Corp0.51%0.31%0.31%
10CNX Resources Corp0.46%0.30%0.30%
11Valaris Ltd0.47%0.30%0.30%
12Matador Resources Co0.29%0.41%0.29%

Only in AVUV

134 total
  • Five Below Inc0.72%
  • Iridium Communications Inc0.71%
  • Lantheus Holdings Inc0.70%
  • Weatherford International PLC0.57%
  • Oscar Health Inc0.53%
  • Cheesecake Factory Inc/The0.39%
  • YETI Holdings Inc0.37%
  • Argan Inc0.36%
  • MYR Group Inc0.32%
  • Granite Construction Inc0.31%

Only in DFAT

612 total
  • DIMENSIONAL FUND ADVISORS LP5.87%
  • PERMIAN RESOURCES CORPORATION0.89%
  • WESCO INTERNATIONAL, INC.0.86%
  • CF INDUSTRIES HOLDINGS, INC.0.82%
  • AMKOR TECHNOLOGY, INC.0.78%
  • OVINTIV INC.0.73%
  • APA CORPORATION0.73%
  • VIATRIS INC.0.71%
  • TD SYNNEX CORPORATION0.67%
  • BALL CORPORATION0.67%

Open AVUV or DFAT 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.