ETF comparison
DFLV vs IVE
Both US Value.
Dimensional US Large Cap Value ETF · iShares S&P 500 Value ETF
Holdings overlap
241 positions appear in both funds. Buying equal dollars of DFLV and IVE would leave roughly 45.8% 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
IVE is 3 bps cheaper than DFLV. On a $100,000 position that's about $30/yr more in fees for DFLV.
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 DFLV vs IVE.
Top shared holdings
241 shared in total| # | Holding | In DFLV | In IVE | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM, INC. | 4.00% | 3.78% | 3.78% |
| 2 | UNITEDHEALTH GROUP INCORPORATED | 1.54% | 1.30% | 1.30% |
| 3 | THE PROCTER & GAMBLE COMPANY | 1.26% | 1.18% | 1.18% |
| 4 | MERCK & CO., INC. | 1.31% | 1.09% | 1.09% |
| 5 | CHEVRON CORPORATION | 1.87% | 1.07% | 1.07% |
| 6 | JPMORGAN CHASE & CO. | 4.80% | 0.97% | 0.97% |
| 7 | WELLS FARGO & COMPANY | 1.06% | 0.87% | 0.87% |
| 8 | JOHNSON & JOHNSON | 2.38% | 0.86% | 0.86% |
| 9 | BANK OF AMERICA CORPORATION | 0.85% | 1.28% | 0.85% |
| 10 | LINDE PUBLIC LIMITED COMPANY | 1.09% | 0.83% | 0.83% |
| 11 | INTEL CORPORATION | 0.81% | 2.27% | 0.81% |
| 12 | CISCO SYSTEMS, INC. | 1.15% | 0.75% | 0.75% |
Only in DFLV
93 total- EXXONMOBIL HOLDINGS CORPORATION 3.57%
- MICRON TECHNOLOGY, INC. 2.30%
- BERKSHIRE HATHAWAY INC. 1.81%
- RTX CORPORATION 1.13%
- META PLATFORMS, INC. 0.79%
- NEWMONT CORPORATION 0.78%
- UBER TECHNOLOGIES, INC. 0.32%
- Carnival Corporation Ltd. 0.32%
- CASEY'S GENERAL STORES, INC. 0.22%
- FIRST SOLAR, INC. 0.19%
Only in IVE
197 total- APPLE INC 7.32%
- EXXONMOBIL HOLDINGS CORP 1.95%
- WALMART INC 1.71%
- TESLA INC 1.55%
- COSTCO WHOLESALE CORP 1.43%
- HOME DEPOT INC (THE) 1.21%
- TEXAS INSTRUMENTS INC 0.93%
- VISA INC 0.88%
- ABBVIE INC 0.83%
- WESTERN DIGITAL CORP 0.76%
Related comparisons
More comparisons with DFLV
- DFLV vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 45.5%
- DFLV vs SCHV · Schwab U.S. Large-Cap Value ETF 45.3%
- DFLV vs IUSV · iShares Core S&P U.S. Value ETF 44.3%
- DFLV vs MGV · Vanguard Morningstar Mega Cap Value ETF 43.9%
- DFLV vs DGRO · iShares Core Dividend Growth ETF 37.3%
- DFLV vs JAVA · JPMorgan Active Value ETF 35.6%
More comparisons with IVE
Percentages are holdings overlap with the named fund.
Open DFLV or IVE 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.