ETF comparison
DFSV vs IWN
Both US Small Cap.
DFA U.S. Small Cap Value Portfolio – ETF Class Shares · iShares Russell 2000 Value ETF
Holdings overlap
718 positions appear in both funds. Buying equal dollars of DFSV and IWN would leave roughly 45.2% 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
IWN is 7 bps cheaper than DFSV. On a $100,000 position that's about $70/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 IWN.
Top shared holdings
718 shared in total| # | Holding | In DFSV | In IWN | Overlap |
|---|---|---|---|---|
| 1 | VIASAT, INC. | 0.58% | 0.74% | 0.58% |
| 2 | OLD NATIONAL BANCORP | 0.59% | 0.52% | 0.52% |
| 3 | UMB FINANCIAL CORPORATION | 0.42% | 0.62% | 0.42% |
| 4 | JACKSON FINANCIAL INC. | 0.54% | 0.41% | 0.41% |
| 5 | HANCOCK WHITNEY CORPORATION | 0.40% | 0.40% | 0.40% |
| 6 | COMMERCIAL METALS COMPANY | 0.49% | 0.38% | 0.38% |
| 7 | UNITED BANKSHARES, INC. | 0.44% | 0.38% | 0.38% |
| 8 | Essent Group Ltd. | 0.40% | 0.38% | 0.38% |
| 9 | Matson Inc | 0.40% | 0.38% | 0.38% |
| 10 | ATLANTIC UNION BANKSHARES CORPORATION | 0.39% | 0.36% | 0.36% |
| 11 | VALLEY NATIONAL BANCORP | 0.51% | 0.34% | 0.34% |
| 12 | SM ENERGY COMPANY | 0.31% | 0.39% | 0.31% |
Only in DFSV
276 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 IWN
704 total- Cytokinetics, Inc. 0.65%
- CareTrust REIT, Inc. 0.59%
- Lumen Technologies, Inc. 0.48%
- Terreno Realty Corp. 0.45%
- Taylor Morrison Home Corp. 0.44%
- Essential Properties Realty Trust, Inc. 0.43%
- Macerich Co. (The) 0.43%
- Southwest Gas Holdings, Inc. 0.42%
- Garrett Motion, Inc. 0.41%
- Portland General Electric Co. 0.40%
Related comparisons
More comparisons with DFSV
- DFSV vs AVUV · Avantis US Small Cap Value ETF 41.9%
- DFSV vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 40.6%
- DFSV vs IJS · iShares S&P Small-Cap 600 Value ETF 33.6%
- DFSV vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 32.9%
- DFSV vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 32.0%
- DFSV vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 31.9%
More comparisons with IWN
- IWN vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 43.5%
- IWN vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 43.5%
- IWN vs IJR · iShares Core S&P Small-Cap ETF 42.5%
- IWN vs IJS · iShares S&P Small-Cap 600 Value ETF 40.1%
- IWN vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 39.9%
- IWN vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 38.7%
Percentages are holdings overlap with the named fund.
Open DFSV or IWN 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.