ETF comparison
DFLV vs IWX
Both US Value.
Dimensional US Large Cap Value ETF · iShares Russell Top 200 Value ETF
Holdings overlap
89 positions appear in both funds. Buying equal dollars of DFLV and IWX would leave roughly 46.4% 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
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
89 shared in total| # | Holding | In DFLV | In IWX | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM, INC. | 4.00% | 8.32% | 4.00% |
| 2 | JPMORGAN CHASE & CO. | 4.80% | 3.44% | 3.44% |
| 3 | JOHNSON & JOHNSON | 2.38% | 2.40% | 2.38% |
| 4 | BERKSHIRE HATHAWAY INC. | 1.81% | 3.66% | 1.81% |
| 5 | UNITEDHEALTH GROUP INCORPORATED | 1.54% | 1.47% | 1.47% |
| 6 | THE PROCTER & GAMBLE COMPANY | 1.26% | 1.34% | 1.26% |
| 7 | MERCK & CO., INC. | 1.31% | 1.25% | 1.25% |
| 8 | CHEVRON CORPORATION | 1.87% | 1.21% | 1.21% |
| 9 | CISCO SYSTEMS, INC. | 1.15% | 1.82% | 1.15% |
| 10 | THE GOLDMAN SACHS GROUP, INC. | 1.08% | 1.14% | 1.08% |
| 11 | RTX CORPORATION | 1.13% | 1.00% | 1.00% |
| 12 | WELLS FARGO & COMPANY | 1.06% | 0.99% | 0.99% |
Only in DFLV
245 total- EXXONMOBIL HOLDINGS CORPORATION 3.57%
- MICRON TECHNOLOGY, INC. 2.30%
- MARATHON PETROLEUM CORPORATION 0.94%
- THE ALLSTATE CORPORATION 0.73%
- TE CONNECTIVITY PUBLIC LIMITED COMPANY 0.73%
- FORD MOTOR COMPANY 0.68%
- BAKER HUGHES COMPANY 0.67%
- DELTA AIR LINES, INC. 0.65%
- UNITED RENTALS, INC. 0.60%
- PHILLIPS 66 0.58%
Only in IWX
62 total- APPLE INC 7.53%
- MICROSOFT CORP 5.44%
- EXXONMOBIL HOLDINGS CORP 2.23%
- WALMART INC 1.78%
- ABBVIE INC 1.61%
- PHILIP MORRIS INTERNATIONAL INC 1.11%
- COCA-COLA COMPANY (THE) 1.10%
- COSTCO WHOLESALE CORP 0.92%
- MCDONALD'S CORP 0.75%
- NEXTERA ENERGY INC 0.72%
Related comparisons
More comparisons with DFLV
- 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%
- 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%
More comparisons with IWX
- IWX vs SCHB · Schwab U.S. Broad Market ETF 44.2%
- IWX vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 43.1%
- IWX vs VTI · Vanguard Morningstar Total Stock Market ETF 43.0%
- IWX vs QQQ · Invesco QQQ Trust 31.9%
- IWX vs AVLV · Avantis US Large Cap Value ETF 27.4%
- IWX vs VUG · Vanguard Morningstar Growth ETF 25.1%
Percentages are holdings overlap with the named fund.
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.