ETF comparison

DFLV vs RPV

Both US Value.

Dimensional US Large Cap Value ETF · Invesco S&P 500 Pure Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
26.3 %

91 positions appear in both funds. Buying equal dollars of DFLV and RPV would leave roughly 26.3% of each dollar exposed to the same underlying securities.

DFLV only 74.5% Shared 26.3% RPV only 73.6%
In DFLV only
241 positions
Shared
91 positions
In RPV only
31 positions

Side by side

DFLV

Dimensional US Large Cap Value ETF

Dimensional · US Value

84 composite / 100
Expense ratio
0.21%
Net assets
$6.42B
TTM yield
1.39%
Top-10 conc.
25.6%
RPV

Invesco S&P 500 Pure Value ETF

Invesco · US Value

72 composite / 100
Expense ratio
0.35%
Net assets
$1.67B
TTM yield
2.32%
Top-10 conc.
24.9%

Sub-score comparison

79
Cost
65
88
Tax efficiency
86
92
Liquidity
66
78
Concentration
79
Tracking quality
DFLV sub-score RPV

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

DFLV is 14 bps cheaper than RPV. On a $100,000 position that's about $140/yr more in fees for RPV.

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 RPV.

Top shared holdings

91 shared in total
# Holding In DFLV In RPV Overlap
1 FEDEX CORPORATION 0.85% 0.88% 0.85%
2 GENERAL MOTORS COMPANY 0.81% 1.71% 0.81%
3 MARATHON PETROLEUM CORPORATION 0.78% 1.18% 0.78%
4 VALERO ENERGY CORPORATION 0.71% 1.39% 0.71%
5 VERIZON COMMUNICATIONS INC. 1.20% 0.68% 0.68%
6 UNITEDHEALTH GROUP INCORPORATED 1.62% 0.63% 0.63%
7 THE ALLSTATE CORPORATION 0.62% 0.66% 0.62%
8 THE CIGNA GROUP 0.62% 1.76% 0.62%
9 CHEVRON CORPORATION 2.04% 0.61% 0.61%
10 TARGET CORPORATION 0.59% 1.66% 0.59%
11 OCCIDENTAL PETROLEUM CORPORATION 0.58% 0.72% 0.58%
12 FORD MOTOR COMPANY 0.57% 1.75% 0.57%

Only in DFLV

241 total
  • JPMORGAN CHASE & CO. 4.59%
  • AMAZON.COM, INC. 3.15%
  • MICRON TECHNOLOGY, INC. 2.75%
  • JOHNSON & JOHNSON 2.40%
  • CISCO SYSTEMS, INC. 1.90%
  • BERKSHIRE HATHAWAY INC. 1.70%
  • THE PROCTER & GAMBLE COMPANY 1.39%
  • LINDE PUBLIC LIMITED COMPANY 1.26%
  • MERCK & CO., INC. 1.19%
  • MORGAN STANLEY 1.17%

Only in RPV

31 total
  • Centene Corp. 2.29%
  • Mosaic Co. (The) 1.73%
  • Franklin Resources, Inc. 1.16%
  • APA Corp. 1.16%
  • Conagra Brands, Inc. 1.06%
  • Stanley Black & Decker, Inc. 1.04%
  • McKesson Corp. 0.96%
  • Cardinal Health, Inc. 0.93%
  • Paramount Skydance Corp. 0.91%
  • Cencora, Inc. 0.86%

Open DFLV or RPV 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.