ETF comparison
DFAT vs IWO
Both US Small Cap.
U.S. Targeted Value Portfolio-ETF Class Shares · iShares Russell 2000 Growth ETF
Holdings overlap
320 positions appear in both funds. Buying equal dollars of DFAT and IWO would leave roughly 11.8% 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
IWO is 5 bps cheaper than DFAT. On a $100,000 position that's about $50/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 IWO.
Top shared holdings
320 shared in total| # | Holding | In DFAT | In IWO | Overlap |
|---|---|---|---|---|
| 1 | RUSH ENTERPRISES, INC. | 0.25% | 0.27% | 0.25% |
| 2 | NOBLE CORPORATION PLC | 0.24% | 0.27% | 0.24% |
| 3 | PRICESMART, INC. | 0.24% | 0.31% | 0.24% |
| 4 | ENERSYS | 0.21% | 0.49% | 0.21% |
| 5 | AAR CORP. | 0.20% | 0.34% | 0.20% |
| 6 | MAGNOLIA OIL & GAS CORPORATION | 0.20% | 0.28% | 0.20% |
| 7 | COVISTA INC. | 0.20% | 0.26% | 0.20% |
| 8 | HERC HOLDINGS INC. | 0.19% | 0.26% | 0.19% |
| 9 | DANA INCORPORATED | 0.18% | 0.18% | 0.18% |
| 10 | HILTON GRAND VACATIONS INC. | 0.18% | 0.18% | 0.18% |
| 11 | KNOWLES CORPORATION | 0.18% | 0.20% | 0.18% |
| 12 | ABERCROMBIE & FITCH CO. | 0.16% | 0.24% | 0.16% |
Only in DFAT
883 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 IWO
813 total- Moog, Inc. 0.73%
- BrightSpring Health Services, Inc. 0.68%
- MaxLinear, Inc. 0.66%
- Argan, Inc. 0.66%
- JFrog Ltd. 0.59%
- Krystal Biotech, Inc. 0.58%
- ESCO Technologies, Inc. 0.56%
- FirstCash Holdings, Inc. 0.53%
- D-Wave Quantum, Inc. 0.53%
- Praxis Precision Medicines, Inc. 0.51%
Related comparisons
More comparisons with DFAT
- DFAT vs VBK · Vanguard Morningstar Small-Cap Growth ETF 6.7%
- DFAT vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 5.7%
- DFAT vs IWD · iShares Russell 1000 Value ETF 4.8%
- DFAT vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 4.3%
- DFAT vs VTI · Vanguard Morningstar Total Stock Market ETF 4.3%
- DFAT vs SCHB · Schwab U.S. Broad Market ETF 4.1%
More comparisons with IWO
- IWO vs IWN · iShares Russell 2000 Value ETF 10.8%
- IWO vs VBR · Vanguard Morningstar Small-Cap Value ETF 10.2%
- IWO vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 6.5%
- IWO vs CALF · Pacer US Small Cap Cash Cows 100 ETF 6.2%
- IWO vs IJH · iShares Core S&P Mid-Cap ETF 4.4%
- IWO vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 2.8%
Percentages are holdings overlap with the named fund.
Open DFAT or IWO 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.