ETF comparison
DFLV vs IWD
Both US Value.
Dimensional US Large Cap Value ETF · iShares Russell 1000 Value ETF
Holdings overlap
318 positions appear in both funds. Buying equal dollars of DFLV and IWD would leave roughly 53.8% of each dollar exposed to the same underlying securities.
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
318 shared in total| # | Holding | In DFLV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | 4.59% | 2.63% | 2.63% |
| 2 | EXXON MOBIL CORPORATION | 4.04% | 2.36% | 2.36% |
| 3 | JOHNSON & JOHNSON | 2.40% | 1.94% | 1.94% |
| 4 | AMAZON.COM, INC. | 3.15% | 1.81% | 1.81% |
| 5 | BERKSHIRE HATHAWAY INC. | 1.70% | 2.91% | 1.70% |
| 6 | CHEVRON CORPORATION | 2.04% | 1.28% | 1.28% |
| 7 | MICRON TECHNOLOGY, INC. | 2.75% | 1.24% | 1.24% |
| 8 | THE PROCTER & GAMBLE COMPANY | 1.39% | 1.12% | 1.12% |
| 9 | CISCO SYSTEMS, INC. | 1.90% | 1.02% | 1.02% |
| 10 | MERCK & CO., INC. | 1.19% | 0.98% | 0.98% |
| 11 | RTX CORPORATION | 0.93% | 0.85% | 0.85% |
| 12 | WELLS FARGO & COMPANY | 1.03% | 0.81% | 0.81% |
Only in DFLV
14 total- DIMENSIONAL FUND ADVISORS LP 0.88%
- TE CONNECTIVITY PUBLIC LIMITED COMPANY 0.77%
- NXP Semiconductors N.V. 0.72%
- VERTEX PHARMACEUTICALS INCORPORATED 0.21%
- UBER TECHNOLOGIES, INC. 0.18%
- INTUIT INC. 0.03%
- Somnigroup International Inc. 0.03%
- COREBRIDGE FINANCIAL, INC. 0.02%
- VERSIGENT PLC 0.01%
- NEXTPOWER INC. 0.01%
Only in IWD
548 total- ALPHABET INC. 1.95%
- WALMART INC. 1.60%
- CATERPILLAR INC. 0.95%
- Philip Morris International Inc. 0.85%
- META PLATFORMS, INC. 0.73%
- MCDONALD'S CORPORATION 0.69%
- APPLIED MATERIALS, INC. 0.64%
- NEXTERA ENERGY, INC. 0.64%
- Pepsico, Inc. 0.60%
- THE COCA-COLA COMPANY 0.50%
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.