ETF comparison
DFSV vs IWD
US Small Cap vs US Value.
DFA U.S. Small Cap Value Portfolio – ETF Class Shares · iShares Russell 1000 Value ETF
Holdings overlap
156 positions appear in both funds. Buying equal dollars of DFSV and IWD would leave roughly 3.0% 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
IWD is 13 bps cheaper than DFSV. On a $100,000 position that's about $130/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 IWD.
Top shared holdings
156 shared in total| # | Holding | In DFSV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | WESCO INTERNATIONAL, INC. | 0.62% | 0.05% | 0.05% |
| 2 | Regal Rexnord Corporation | 0.08% | 0.04% | 0.04% |
| 3 | TOLL BROTHERS, INC. | 0.07% | 0.04% | 0.04% |
| 4 | OVINTIV INC. | 0.70% | 0.04% | 0.04% |
| 5 | STANLEY BLACK & DECKER, INC. | 0.53% | 0.04% | 0.04% |
| 6 | UNUM GROUP | 0.07% | 0.04% | 0.04% |
| 7 | Pinnacle Financial Partners, Inc. | 0.40% | 0.04% | 0.04% |
| 8 | THE COOPER COMPANIES, INC. | 0.13% | 0.04% | 0.04% |
| 9 | ALCOA CORPORATION | 0.11% | 0.04% | 0.04% |
| 10 | BORGWARNER INC. | 0.75% | 0.04% | 0.04% |
| 11 | JONES LANG LASALLE INCORPORATED | 0.05% | 0.04% | 0.04% |
| 12 | RENAISSANCERE HOLDINGS LTD. | 0.06% | 0.04% | 0.04% |
Only in DFSV
838 total- OLD NATIONAL BANCORP 0.59%
- VIASAT, INC. 0.58%
- PBF ENERGY INC. 0.55%
- JACKSON FINANCIAL INC. 0.54%
- VALLEY NATIONAL BANCORP 0.51%
- COMMERCIAL METALS COMPANY 0.49%
- GATES INDUSTRIAL CORPORATION PLC 0.46%
- UNITED BANKSHARES, INC. 0.44%
- UMB FINANCIAL CORPORATION 0.42%
- Matson Inc 0.40%
Only in IWD
714 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Related comparisons
More comparisons with DFSV
- DFSV vs VTI · Vanguard Morningstar Total Stock Market ETF 3.0%
- DFSV vs SCHB · Schwab U.S. Broad Market ETF 2.9%
- DFSV vs SCHD · Schwab U.S. Dividend Equity ETF 2.3%
- DFSV vs DGRO · iShares Core Dividend Growth ETF 2.0%
- DFSV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 1.4%
- DFSV vs VOO · Vanguard S&P 500 ETF 0.4%
More comparisons with IWD
- IWD vs CALF · Pacer US Small Cap Cash Cows 100 ETF 1.5%
- IWD vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1%
- IWD vs AVUV · Avantis US Small Cap Value ETF 1.0%
- IWD vs IJR · iShares Core S&P Small-Cap ETF 0.7%
- IWD vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 0.7%
- IWD vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 0.7%
Percentages are holdings overlap with the named fund.
Open DFSV or IWD 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.