ETF comparison
DFLV vs IWM
US Value vs US Small Cap.
Dimensional US Large Cap Value ETF · iShares Russell 2000 ETF
Holdings overlap
2 positions appear in both funds. Buying equal dollars of DFLV and IWM would leave roughly 0.0% 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 2 bps cheaper than DFLV. On a $100,000 position that's about $20/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 IWM.
Top shared holdings
2 shared in total| # | Holding | In DFLV | In IWM | Overlap |
|---|---|---|---|---|
| 1 | VERSIGENT PLC | 0.01% | 0.09% | 0.01% |
| 2 | Grail Inc | 0.00% | 0.09% | 0.00% |
Only in DFLV
332 total- JPMORGAN CHASE & CO. 4.80%
- AMAZON.COM, INC. 4.00%
- EXXONMOBIL HOLDINGS CORPORATION 3.57%
- JOHNSON & JOHNSON 2.38%
- MICRON TECHNOLOGY, INC. 2.30%
- CHEVRON CORPORATION 1.87%
- BERKSHIRE HATHAWAY INC. 1.81%
- UNITEDHEALTH GROUP INCORPORATED 1.54%
- MERCK & CO., INC. 1.31%
- THE PROCTER & GAMBLE COMPANY 1.26%
Only in IWM
2,012 total- Moog, Inc. 0.38%
- Hut 8 Corp. 0.37%
- Viasat, Inc. 0.35%
- BrightSpring Health Services, Inc. 0.35%
- Cytokinetics, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- Argan, Inc. 0.34%
- UMB Financial Corp. 0.33%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
Related comparisons
More comparisons with DFLV
- DFLV vs DFUV · Dimensional US Marketwide Value ETF 75.2%
- DFLV vs VTV · Vanguard Morningstar Value ETF 54.4%
- DFLV vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 50.7%
- DFLV vs IWD · iShares Russell 1000 Value ETF 49.6%
- DFLV vs PRF · Invesco RAFI US 1000 ETF 49.3%
- DFLV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 49.2%
More comparisons with IWM
- IWM vs ACWV · iShares MSCI Global Min Vol Factor ETF 0.0%
- IWM vs BBUS · JPMorgan BetaBuilders U.S. Equity ETF 0.0%
- IWM vs CGDV · Capital Group Dividend Value ETF 0.0%
- IWM vs CGGR · Capital Group Growth ETF 0.0%
- IWM vs CGUS · Capital Group Core Equity ETF 0.0%
- IWM vs COWZ · Pacer US Cash Cows 100 ETF 0.0%
Percentages are holdings overlap with the named fund.
Open DFLV 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.