ETF comparison
DFLV vs IWX
Both US Value.
Dimensional US Large Cap Value ETF · iShares Russell Top 200 Value ETF
Holdings overlap
95 positions appear in both funds. Buying equal dollars of DFLV and IWX would leave roughly 53.6% 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
IWX is 1 bps cheaper than DFLV. On a $100,000 position that's about $10/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 IWX.
Top shared holdings
95 shared in total| # | Holding | In DFLV | In IWX | Overlap |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | 4.59% | 3.89% | 3.89% |
| 2 | EXXON MOBIL CORPORATION | 4.04% | 3.49% | 3.49% |
| 3 | AMAZON.COM, INC. | 3.15% | 2.67% | 2.67% |
| 4 | JOHNSON & JOHNSON | 2.40% | 2.86% | 2.40% |
| 5 | CHEVRON CORPORATION | 2.04% | 1.88% | 1.88% |
| 6 | MICRON TECHNOLOGY, INC. | 2.75% | 1.84% | 1.84% |
| 7 | BERKSHIRE HATHAWAY INC. | 1.70% | 4.30% | 1.70% |
| 8 | CISCO SYSTEMS, INC. | 1.90% | 1.50% | 1.50% |
| 9 | THE PROCTER & GAMBLE COMPANY | 1.39% | 1.65% | 1.39% |
| 10 | UNITEDHEALTH GROUP INCORPORATED | 1.62% | 1.20% | 1.20% |
| 11 | MERCK & CO., INC. | 1.19% | 1.45% | 1.19% |
| 12 | LINDE PUBLIC LIMITED COMPANY | 1.26% | 1.13% | 1.13% |
Only in DFLV
237 total- DIMENSIONAL FUND ADVISORS LP 0.88%
- CUMMINS INC. 0.86%
- BAKER HUGHES COMPANY 0.81%
- MARATHON PETROLEUM CORPORATION 0.78%
- TE CONNECTIVITY PUBLIC LIMITED COMPANY 0.77%
- NXP Semiconductors N.V. 0.72%
- VALERO ENERGY CORPORATION 0.71%
- THE ALLSTATE CORPORATION 0.62%
- UNITED RENTALS, INC. 0.60%
- OCCIDENTAL PETROLEUM CORPORATION 0.58%
Only in IWX
59 total- Alphabet Inc. 2.88%
- Walmart Inc 2.37%
- Caterpillar Inc 1.40%
- Philip Morris International Inc. 1.25%
- Meta Platforms Inc 1.08%
- McDonald's Corp. 1.02%
- Applied Materials Inc. 0.94%
- NextEra Energy Inc 0.94%
- Pepsico Inc 0.89%
- Coca-Cola Co (The) 0.74%
Open DFLV or IWX 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.