ETF comparison
DFAT vs IWM
Both US Small Cap.
U.S. Targeted Value Portfolio-ETF Class Shares · iShares Russell 2000 ETF
Holdings overlap
858 positions appear in both funds. Buying equal dollars of DFAT and IWM would leave roughly 33.7% 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
IWM is 10 bps cheaper than DFAT. On a $100,000 position that's about $100/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 the cost calculator pre-filled with DFAT vs IWM.
Top shared holdings
858 shared in total| # | Holding | In DFAT | In IWM | Overlap |
|---|---|---|---|---|
| 1 | VIASAT, INC. | 0.33% | 0.35% | 0.33% |
| 2 | UMB FINANCIAL CORPORATION | 0.33% | 0.33% | 0.33% |
| 3 | OLD NATIONAL BANCORP | 0.36% | 0.28% | 0.28% |
| 4 | VALLEY NATIONAL BANCORP | 0.32% | 0.22% | 0.22% |
| 5 | COMMERCIAL METALS COMPANY | 0.38% | 0.22% | 0.22% |
| 6 | ENERSYS | 0.21% | 0.27% | 0.21% |
| 7 | SM ENERGY COMPANY | 0.22% | 0.20% | 0.20% |
| 8 | JACKSON FINANCIAL INC. | 0.42% | 0.19% | 0.19% |
| 9 | UNITED BANKSHARES, INC. | 0.28% | 0.19% | 0.19% |
| 10 | HANCOCK WHITNEY CORPORATION | 0.28% | 0.19% | 0.19% |
| 11 | ATLANTIC UNION BANKSHARES CORPORATION | 0.21% | 0.19% | 0.19% |
| 12 | LIFE TIME GROUP HOLDINGS, INC. | 0.35% | 0.19% | 0.19% |
Only in DFAT
345 total- PERMIAN RESOURCES CORPORATION 0.80%
- OVINTIV INC. 0.79%
- HF SINCLAIR CORPORATION 0.73%
- BALL CORPORATION 0.69%
- PERFORMANCE FOOD GROUP COMPANY 0.65%
- APA CORPORATION 0.63%
- TOLL BROTHERS, INC. 0.63%
- CNH Industrial N.V. 0.63%
- BORGWARNER INC. 0.62%
- THE J. M. SMUCKER COMPANY 0.61%
Only in IWM
1,156 total- Moog, Inc. 0.38%
- Hut 8 Corp. 0.37%
- BrightSpring Health Services, Inc. 0.35%
- Cytokinetics, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- Argan, Inc. 0.34%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
- Krystal Biotech, Inc. 0.30%
- ESCO Technologies, Inc. 0.29%
Related comparisons
More comparisons with DFAT
- DFAT vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 32.2%
- DFAT vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 31.6%
- DFAT vs SCHA · Schwab U.S. Small-Cap ETF 31.2%
- DFAT vs IJR · iShares Core S&P Small-Cap ETF 31.0%
- DFAT vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 31.0%
- DFAT vs FNDA · Schwab Fundamental U.S. Small Company ETF 30.8%
More comparisons with IWM
- IWM vs IJS · iShares S&P Small-Cap 600 Value ETF 31.8%
- IWM vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 31.2%
- IWM vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 30.7%
- IWM vs IJT · iShares S&P Small-Cap 600 Growth ETF 30.1%
- IWM vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 28.9%
- IWM vs AVUV · Avantis US Small Cap Value ETF 28.0%
Percentages are holdings overlap with the named fund.
Open DFAT or IWM 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.