ETF comparison
DFSV vs IWM
Both US Small Cap.
DFA U.S. Small Cap Value Portfolio – ETF Class Shares · iShares Russell 2000 ETF
Holdings overlap
756 positions appear in both funds. Buying equal dollars of DFSV and IWM would leave roughly 28.9% 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
IWM is 12 bps cheaper than DFSV. On a $100,000 position that's about $120/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 IWM.
Top shared holdings
756 shared in total| # | Holding | In DFSV | In IWM | Overlap |
|---|---|---|---|---|
| 1 | VIASAT, INC. | 0.58% | 0.35% | 0.35% |
| 2 | UMB FINANCIAL CORPORATION | 0.42% | 0.33% | 0.33% |
| 3 | OLD NATIONAL BANCORP | 0.59% | 0.28% | 0.28% |
| 4 | ARCOSA, INC. | 0.29% | 0.22% | 0.22% |
| 5 | VALLEY NATIONAL BANCORP | 0.51% | 0.22% | 0.22% |
| 6 | COMMERCIAL METALS COMPANY | 0.49% | 0.22% | 0.22% |
| 7 | TEREX CORPORATION | 0.22% | 0.26% | 0.22% |
| 8 | SM ENERGY COMPANY | 0.31% | 0.20% | 0.20% |
| 9 | JACKSON FINANCIAL INC. | 0.54% | 0.19% | 0.19% |
| 10 | UNITED BANKSHARES, INC. | 0.44% | 0.19% | 0.19% |
| 11 | HANCOCK WHITNEY CORPORATION | 0.40% | 0.19% | 0.19% |
| 12 | ATLANTIC UNION BANKSHARES CORPORATION | 0.39% | 0.19% | 0.19% |
Only in DFSV
238 total- INVESCO LTD 0.76%
- HF SINCLAIR CORPORATION 0.75%
- BORGWARNER INC. 0.75%
- KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. 0.70%
- OVINTIV INC. 0.70%
- ARROW ELECTRONICS, INC. 0.69%
- APA CORPORATION 0.66%
- ELANCO ANIMAL HEALTH INCORPORATED 0.64%
- WESCO INTERNATIONAL, INC. 0.62%
- ZIONS BANCORPORATION, NATIONAL ASSOCIATION 0.61%
Only in IWM
1,258 total- Moog, Inc. 0.38%
- Hut 8 Corp. 0.37%
- BrightSpring Health Services, Inc. 0.35%
- Cytokinetics, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- Argan, Inc. 0.34%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
- Krystal Biotech, Inc. 0.30%
- ESCO Technologies, Inc. 0.29%
Related comparisons
More comparisons with DFSV
- DFSV vs FNDA · Schwab Fundamental U.S. Small Company ETF 28.3%
- DFSV vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 26.9%
- DFSV vs SCHA · Schwab U.S. Small-Cap ETF 26.2%
- DFSV vs VTWO · Vanguard Russell 2000 Index Fund ETF Shares 25.6%
- DFSV vs VB · Vanguard Morningstar Small-Cap ETF 20.5%
- DFSV vs IJH · iShares Core S&P Mid-Cap ETF 19.0%
More comparisons with IWM
- IWM vs AVUV · Avantis US Small Cap Value ETF 28.0%
- IWM vs VBR · Vanguard Morningstar Small-Cap Value ETF 25.8%
- IWM vs VB · Vanguard Morningstar Small-Cap ETF 25.5%
- IWM vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 25.5%
- IWM vs VBK · Vanguard Morningstar Small-Cap Growth ETF 25.0%
- IWM vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 11.2%
Percentages are holdings overlap with the named fund.
Open DFSV or IWM 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.