ETF comparison
DFSV vs IJH
US Small Cap vs US Mid Cap.
DFA U.S. Small Cap Value Portfolio – ETF Class Shares · iShares Core S&P Mid-Cap ETF
Holdings overlap
132 positions appear in both funds. Buying equal dollars of DFSV and IJH would leave roughly 19.0% 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
IJH is 26 bps cheaper than DFSV. On a $100,000 position that's about $260/yr more in fees for DFSV.
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 DFSV vs IJH.
Top shared holdings
132 shared in total| # | Holding | In DFSV | In IJH | Overlap |
|---|---|---|---|---|
| 1 | WESCO INTERNATIONAL, INC. | 0.62% | 0.46% | 0.46% |
| 2 | Pinnacle Financial Partners, Inc. | 0.40% | 0.42% | 0.40% |
| 3 | OVINTIV INC. | 0.70% | 0.40% | 0.40% |
| 4 | BORGWARNER INC. | 0.75% | 0.37% | 0.37% |
| 5 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. | 0.70% | 0.35% | 0.35% |
| 6 | ELANCO ANIMAL HEALTH INCORPORATED | 0.64% | 0.34% | 0.34% |
| 7 | PERMIAN RESOURCES CORPORATION | 0.32% | 0.40% | 0.32% |
| 8 | BIOMARIN PHARMACEUTICAL INC. | 0.32% | 0.30% | 0.30% |
| 9 | ARROW ELECTRONICS, INC. | 0.69% | 0.30% | 0.30% |
| 10 | WINTRUST FINANCIAL CORPORATION | 0.36% | 0.30% | 0.30% |
| 11 | HF SINCLAIR CORPORATION | 0.75% | 0.29% | 0.29% |
| 12 | ANTERO RESOURCES CORPORATION | 0.48% | 0.28% | 0.28% |
Only in DFSV
862 total- INVESCO LTD 0.76%
- APA CORPORATION 0.66%
- VIASAT, INC. 0.58%
- JACKSON FINANCIAL INC. 0.54%
- STANLEY BLACK & DECKER, INC. 0.53%
- LINCOLN NATIONAL CORPORATION 0.50%
- EASTMAN CHEMICAL COMPANY 0.50%
- MOHAWK INDUSTRIES, INC. 0.49%
- SKYWORKS SOLUTIONS, INC. 0.48%
- GATES INDUSTRIAL CORPORATION PLC 0.46%
Only in IJH
268 total- TWILIO INC 0.86%
- CARPENTER TECHNOLOGY CORP 0.84%
- MKS INC 0.83%
- CURTISS-WRIGHT CORP 0.77%
- NVENT ELECTRIC PLC 0.75%
- ENTEGRIS INC 0.75%
- ATI INC 0.74%
- ILLUMINA INC 0.73%
- TECHNIPFMC PLC 0.73%
- STERLING INFRASTRUCTURE INC 0.71%
Related comparisons
More comparisons with DFSV
- DFSV vs CALF · Pacer US Small Cap Cash Cows 100 ETF 15.4%
- DFSV vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 10.9%
- DFSV vs IJT · iShares S&P Small-Cap 600 Growth ETF 9.9%
- DFSV vs IWO · iShares Russell 2000 Growth ETF 6.5%
- DFSV vs VBK · Vanguard Morningstar Small-Cap Growth ETF 4.7%
- DFSV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 4.2%
More comparisons with IJH
- IJH vs VTWO · Vanguard Russell 2000 Index Fund ETF Shares 18.8%
- IJH vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 14.8%
- IJH vs DFAC · U.S. Core Equity 2 Portfolio-ETF Class Shares 11.7%
- IJH vs AVLV · Avantis US Large Cap Value ETF 11.6%
- IJH vs IWM · iShares Russell 2000 ETF 11.2%
- IJH vs JQUA · JPMorgan U.S. Quality Factor ETF 10.7%
Percentages are holdings overlap with the named fund.
Open DFSV or IJH 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.