ETF comparison

DFLVvsVTV

Both US Value.

Dimensional US Large Cap Value ETF · Vanguard Morningstar Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
56.1%

203 positions appear in both funds. Buying equal dollars of DFLV and VTV would leave roughly56.1%of each dollar exposed to the same underlying securities.

DFLV only 44.7%Shared 56.1%VTV only 43.4%
In DFLV only
129 positions
Shared
203 positions
In VTV only
105 positions

Side by side

DFLV

Dimensional US Large Cap Value ETF

Dimensional · US Value

84composite / 100
Expense ratio
0.21%
Net assets
$7.08B
TTM yield
1.34%
Top-10 conc.
25.6%
VTV

Vanguard Morningstar Value ETF

Vanguard · US Value

93composite / 100
Expense ratio
0.030%
Net assets
$262.30B
TTM yield
1.84%
Top-10 conc.
23.6%

Sub-score comparison

79
Cost
97
88
Tax efficiency
87
93
Liquidity
100
78
Concentration
81
Tracking quality
DFLVsub-scoreVTV

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

VTV is 18 bps cheaper than DFLV. On a $100,000 position that's about $180/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 thecost calculator pre-filled with DFLV vs VTV.

Top shared holdings

203 shared in total
#HoldingIn DFLVIn VTVOverlap
1JPMORGAN CHASE & CO.4.59%3.06%3.06%
2MICRON TECHNOLOGY, INC.2.75%4.87%2.75%
3JOHNSON & JOHNSON2.40%2.29%2.29%
4EXXON MOBIL CORPORATION4.04%2.12%2.12%
5BERKSHIRE HATHAWAY INC.1.70%2.95%1.70%
6CISCO SYSTEMS, INC.1.90%1.56%1.56%
7UNITEDHEALTH GROUP INCORPORATED1.62%1.41%1.41%
8THE PROCTER & GAMBLE COMPANY1.39%1.28%1.28%
9MERCK & CO., INC.1.19%1.19%1.19%
10CHEVRON CORPORATION2.04%1.17%1.17%
11THE GOLDMAN SACHS GROUP, INC.1.09%1.06%1.06%
12WELLS FARGO & COMPANY1.03%0.95%0.95%

Only in DFLV

129 total
  • AMAZON.COM, INC.3.15%
  • DIMENSIONAL FUND ADVISORS LP0.88%
  • NXP Semiconductors N.V.0.72%
  • VULCAN MATERIALS COMPANY0.46%
  • FLEX LTD.0.30%
  • Carnival Corporation0.28%
  • CASEY'S GENERAL STORES, INC.0.24%
  • COTERRA ENERGY INC.0.24%
  • VERTEX PHARMACEUTICALS INCORPORATED0.21%
  • ADVANCED MICRO DEVICES, INC.0.21%

Only in VTV

105 total
  • Walmart Inc1.86%
  • Caterpillar Inc1.83%
  • AbbVie Inc1.66%
  • Home Depot Inc/The1.32%
  • Philip Morris International Inc1.05%
  • Coca-Cola Co/The1.05%
  • Amgen Inc0.73%
  • General Electric Co0.73%
  • PepsiCo Inc0.69%
  • American Express Co0.69%

Open DFLV or VTV 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 methodologyand 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.