ETF comparison
DFLV vs IWD
Both US Value.
Dimensional US Large Cap Value ETF · iShares Russell 1000 Value ETF
Holdings overlap
319 positions appear in both funds. Buying equal dollars of DFLV and IWD would leave roughly 49.6% 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 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 IWD.
Top shared holdings
319 shared in total| # | Holding | In DFLV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM, INC. | 4.00% | 5.93% | 4.00% |
| 2 | JPMORGAN CHASE & CO. | 4.80% | 2.45% | 2.45% |
| 3 | BERKSHIRE HATHAWAY INC. | 1.81% | 2.61% | 1.81% |
| 4 | JOHNSON & JOHNSON | 2.38% | 1.71% | 1.71% |
| 5 | CISCO SYSTEMS, INC. | 1.15% | 1.30% | 1.15% |
| 6 | UNITEDHEALTH GROUP INCORPORATED | 1.54% | 1.05% | 1.05% |
| 7 | THE PROCTER & GAMBLE COMPANY | 1.26% | 0.96% | 0.96% |
| 8 | MERCK & CO., INC. | 1.31% | 0.89% | 0.89% |
| 9 | CHEVRON CORPORATION | 1.87% | 0.86% | 0.86% |
| 10 | BANK OF AMERICA CORPORATION | 0.85% | 0.98% | 0.85% |
| 11 | THE GOLDMAN SACHS GROUP, INC. | 1.08% | 0.82% | 0.82% |
| 12 | INTEL CORPORATION | 0.81% | 1.72% | 0.81% |
Only in DFLV
15 total- EXXONMOBIL HOLDINGS CORPORATION 3.57%
- MICRON TECHNOLOGY, INC. 2.30%
- TE CONNECTIVITY PUBLIC LIMITED COMPANY 0.73%
- NXP Semiconductors N.V. 0.52%
- MICROCHIP TECHNOLOGY INCORPORATED 0.03%
- MASTEC, INC. 0.02%
- VERSIGENT PLC 0.01%
- AUTOLIV, INC. 0.00%
- TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.00%
- DOORDASH, INC. 0.00%
Only in IWD
551 total- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- EXXON MOBIL CORPORATION 1.59%
- WALMART INC. 1.27%
- ABBVIE INC. 1.15%
- Philip Morris International Inc. 0.79%
- THE COCA-COLA COMPANY 0.78%
- COSTCO WHOLESALE CORPORATION 0.65%
- MCDONALD'S CORPORATION 0.54%
- NEXTERA ENERGY, INC. 0.51%
Related comparisons
More comparisons with DFLV
- DFLV vs PRF · Invesco RAFI US 1000 ETF 49.3%
- DFLV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 49.2%
- DFLV vs IWX · iShares Russell Top 200 Value ETF 46.4%
- DFLV vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 45.8%
- DFLV vs IVE · iShares S&P 500 Value ETF 45.8%
- DFLV vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 45.5%
More comparisons with IWD
- IWD vs MGV · Vanguard Morningstar Mega Cap Value ETF 49.0%
- IWD vs ESGU · iShares ESG Aware MSCI USA ETF 48.9%
- IWD vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 48.5%
- IWD vs OEF · iShares S&P 100 ETF 47.7%
- IWD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 45.2%
- IWD vs RSP · Invesco S&P 500 Equal Weight ETF 45.2%
Percentages are holdings overlap with the named fund.
Open DFLV 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.