ETF comparison
DFSV vs IWN
Both US Small Cap.
Dimensional US Small Cap Value ETF · iShares Russell 2000 Value ETF
Holdings overlap
723 positions appear in both funds. Buying equal dollars of DFSV and IWN would leave roughly 45.0% of each dollar exposed to the same underlying securities.
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 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 the cost calculator pre-filled with DFSV vs IWN.
Top shared holdings
723 shared in total| # | Holding | In DFSV | In IWN | Overlap |
|---|---|---|---|---|
| 1 | JACKSON FINANCIAL INC. | 0.54% | 0.50% | 0.50% |
| 2 | COMMERCIAL METALS COMPANY | 0.52% | 0.47% | 0.47% |
| 3 | OLD NATIONAL BANCORP | 0.56% | 0.47% | 0.47% |
| 4 | SM ENERGY COMPANY | 0.44% | 0.54% | 0.44% |
| 5 | NOBLE CORPORATION PLC | 0.49% | 0.43% | 0.43% |
| 6 | Transocean Ltd. | 0.45% | 0.42% | 0.42% |
| 7 | UNITED BANKSHARES, INC. | 0.41% | 0.40% | 0.40% |
| 8 | VIASAT, INC. | 0.53% | 0.39% | 0.39% |
| 9 | MURPHY OIL CORPORATION | 0.41% | 0.39% | 0.39% |
| 10 | TAYLOR MORRISON HOME CORPORATION | 0.42% | 0.38% | 0.38% |
| 11 | UMB FINANCIAL CORPORATION | 0.38% | 0.52% | 0.38% |
| 12 | Essent Group Ltd. | 0.38% | 0.37% | 0.37% |
Only in DFSV
304 total- DIMENSIONAL FUND ADVISORS LP 7.64%
- HF SINCLAIR CORPORATION 0.81%
- OVINTIV INC. 0.80%
- APA CORPORATION 0.77%
- BORGWARNER INC. 0.76%
- INVESCO LTD 0.74%
- WESCO INTERNATIONAL, INC. 0.71%
- KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. 0.71%
- WEBSTER FINANCIAL CORPORATION 0.67%
- AMKOR TECHNOLOGY, INC. 0.65%
Only in IWN
686 total- BlackRock Funds III 8.04%
- EchoStar Corp. 1.09%
- TTM Technologies, Inc. 0.69%
- Coeur Mining, Inc. 0.66%
- Hecla Mining Co. 0.62%
- Praxis Precision Medicines, Inc. 0.53%
- CareTrust REIT, Inc. 0.51%
- Vaxcyte, Inc. 0.50%
- Cytokinetics, Inc. 0.48%
- Terreno Realty Corp. 0.43%
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.