ETF comparison
DFSVvsIWN
Both US Small Cap.
Dimensional US Small Cap Value ETF · iShares Russell 2000 Value ETF
Holdings overlap
727 positions appear in both funds. Buying equal dollars of DFSV and IWN would leave roughly44.6%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
IWN is 6 bps cheaper than DFSV. On a $100,000 position that's about $60/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 thecost calculator pre-filled with DFSV vs IWN.
Top shared holdings
727 shared in total| # | Holding | In DFSV | In IWN | Overlap |
|---|---|---|---|---|
| 1 | VIASAT, INC. | 0.53% | 0.74% | 0.53% |
| 2 | OLD NATIONAL BANCORP | 0.56% | 0.52% | 0.52% |
| 3 | TAYLOR MORRISON HOME CORPORATION | 0.42% | 0.44% | 0.42% |
| 4 | JACKSON FINANCIAL INC. | 0.54% | 0.41% | 0.41% |
| 5 | SM ENERGY COMPANY | 0.44% | 0.39% | 0.39% |
| 6 | COMMERCIAL METALS COMPANY | 0.52% | 0.38% | 0.38% |
| 7 | UNITED BANKSHARES, INC. | 0.41% | 0.38% | 0.38% |
| 8 | Essent Group Ltd. | 0.38% | 0.38% | 0.38% |
| 9 | UMB FINANCIAL CORPORATION | 0.38% | 0.62% | 0.38% |
| 10 | Matson Inc | 0.38% | 0.38% | 0.38% |
| 11 | HANCOCK WHITNEY CORPORATION | 0.37% | 0.40% | 0.37% |
| 12 | ATLANTIC UNION BANKSHARES CORPORATION | 0.36% | 0.36% | 0.36% |
Only in DFSV
300 total- DIMENSIONAL FUND ADVISORS LP7.64%
- HF SINCLAIR CORPORATION0.81%
- OVINTIV INC.0.80%
- APA CORPORATION0.77%
- BORGWARNER INC.0.76%
- INVESCO LTD0.74%
- WESCO INTERNATIONAL, INC.0.71%
- KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.0.71%
- WEBSTER FINANCIAL CORPORATION0.67%
- AMKOR TECHNOLOGY, INC.0.65%
Only in IWN
697 total- BlackRock Funds III5.05%
- Cytokinetics, Inc.0.65%
- CareTrust REIT, Inc.0.59%
- JBT Marel Corp.0.50%
- Lumen Technologies, Inc.0.48%
- Terreno Realty Corp.0.45%
- Essential Properties Realty Trust, Inc.0.43%
- Macerich Co. (The)0.43%
- Southwest Gas Holdings, Inc.0.42%
- Garrett Motion, Inc.0.41%
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 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.