ETF comparison
CWI vs DFIV
Both International Total.
State Street SPDR MSCI ACWI ex-US ETF · Dimensional International Value ETF
Holdings overlap
255 positions appear in both funds. Buying equal dollars of CWI and DFIV would leave roughly 25.8% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
DFIV is 3 bps cheaper than CWI. On a $100,000 position that's about $30/yr more in fees for CWI.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with CWI vs DFIV.
Top shared holdings
255 shared in total| # | Holding | In CWI | In DFIV | Overlap |
|---|---|---|---|---|
| 1 | Shell PLC | 0.95% | 0.82% | 0.82% |
| 2 | HSBC Holdings PLC | 0.93% | 0.68% | 0.68% |
| 3 | TotalEnergies SE | 0.62% | 2.23% | 0.62% |
| 4 | Toyota Motor Corp | 0.60% | 1.86% | 0.60% |
| 5 | Banco Santander SA | 0.53% | 1.83% | 0.53% |
| 6 | Mitsubishi UFJ Financial Group Inc | 0.57% | 0.47% | 0.47% |
| 7 | Deutsche Telekom AG | 0.41% | 0.53% | 0.41% |
| 8 | Zurich Insurance Group AG | 0.40% | 0.94% | 0.40% |
| 9 | Bank of Montreal | 0.38% | 0.47% | 0.38% |
| 10 | British American Tobacco PLC | 0.38% | 0.67% | 0.38% |
| 11 | UniCredit SpA | 0.37% | 0.54% | 0.37% |
| 12 | Sanofi SA | 0.34% | 0.40% | 0.34% |
Only in CWI
853 total- Taiwan Semiconductor Manufacturing Co Ltd 4.13%
- Samsung Electronics Co Ltd 1.73%
- ASML Holding NV 1.57%
- Tencent Holdings Ltd 1.13%
- Novartis AG 0.89%
- AstraZeneca PLC 0.89%
- Roche Holding AG 0.88%
- SK hynix Inc 0.86%
- Royal Bank of Canada 0.83%
- Nestle SA 0.80%
Only in DFIV
312 total- SHELL PLC 3.29%
- DIMENSIONAL FUND ADVISORS LP 1.65%
- HSBC HOLDINGS PLC 1.21%
- BP P.L.C. 1.19%
- Novartis AG 0.68%
- NN Group N.V. 0.51%
- BPER BANCA S.P.A. 0.45%
- UBS Group AG 0.44%
- Deutsche Bank Aktiengesellschaft 0.44%
- Swisscom AG 0.42%
Open CWI or DFIV 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 methodology and 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.