ETF comparison
DFAS vs IWD
US Small Cap vs US Value.
U.S. Small Cap Portfolio-ETF Class Shares · iShares Russell 1000 Value ETF
Holdings overlap
364 positions appear in both funds. Buying equal dollars of DFAS and IWD would leave roughly 7.1% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IWD is 9 bps cheaper than DFAS. On a $100,000 position that's about $90/yr more in fees for DFAS.
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 DFAS vs IWD.
Top shared holdings
364 shared in total| # | Holding | In DFAS | In IWD | Overlap |
|---|---|---|---|---|
| 1 | MODERNA, INC. | 0.07% | 0.07% | 0.07% |
| 2 | TD SYNNEX CORPORATION | 0.06% | 0.06% | 0.06% |
| 3 | GENERAC HOLDINGS INC. | 0.16% | 0.05% | 0.05% |
| 4 | COEUR MINING, INC. | 0.10% | 0.05% | 0.05% |
| 5 | WESCO INTERNATIONAL, INC. | 0.25% | 0.05% | 0.05% |
| 6 | API GROUP CORPORATION | 0.07% | 0.04% | 0.04% |
| 7 | ALBEMARLE CORPORATION | 0.08% | 0.04% | 0.04% |
| 8 | Regal Rexnord Corporation | 0.15% | 0.04% | 0.04% |
| 9 | TOLL BROTHERS, INC. | 0.07% | 0.04% | 0.04% |
| 10 | ONTO INNOVATION INC. | 0.20% | 0.04% | 0.04% |
| 11 | ARAMARK | 0.22% | 0.04% | 0.04% |
| 12 | BEST BUY CO., INC. | 0.05% | 0.04% | 0.04% |
Only in DFAS
1,688 total- IES HOLDINGS, INC. 0.26%
- UMB FINANCIAL CORPORATION 0.21%
- MOOG INC. 0.21%
- LIFE TIME GROUP HOLDINGS, INC. 0.21%
- MEDPACE HOLDINGS, INC. 0.20%
- DigitalOcean Holdings, Inc. 0.19%
- OLD NATIONAL BANCORP 0.19%
- VIASAT, INC. 0.19%
- FIRSTCASH HOLDINGS, INC. 0.19%
- BRINKER INTERNATIONAL, INC. 0.19%
Only in IWD
506 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Related comparisons
More comparisons with DFAS
- DFAS vs DGRO · iShares Core Dividend Growth ETF 4.6%
- DFAS vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 3.9%
- DFAS vs SCHD · Schwab U.S. Dividend Equity ETF 3.7%
- DFAS vs IWF · iShares Russell 1000 Growth ETF 1.4%
- DFAS vs VOO · Vanguard S&P 500 ETF 0.9%
- DFAS vs SPYM · State Street SPDR Portfolio S&P 500 ETF 0.9%
More comparisons with IWD
- IWD vs VFLO · Victoryshares Free Cash Flow ETF 7.0%
- IWD vs RPG · Invesco S&P 500 Pure Growth ETF 6.9%
- IWD vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 6.9%
- IWD vs IJH · iShares Core S&P Mid-Cap ETF 6.8%
- IWD vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 6.8%
- IWD vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 6.8%
Percentages are holdings overlap with the named fund.
Open DFAS or IWD 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.