ETF comparison
DFSV vs IWO
Both US Small Cap.
DFA U.S. Small Cap Value Portfolio – ETF Class Shares · iShares Russell 2000 Growth ETF
Holdings overlap
212 positions appear in both funds. Buying equal dollars of DFSV and IWO would leave roughly 6.5% 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
IWO 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 IWO.
Top shared holdings
212 shared in total| # | Holding | In DFSV | In IWO | Overlap |
|---|---|---|---|---|
| 1 | NOBLE CORPORATION PLC | 0.39% | 0.27% | 0.27% |
| 2 | LIBERTY ENERGY INC. | 0.18% | 0.23% | 0.18% |
| 3 | DANA INCORPORATED | 0.21% | 0.18% | 0.18% |
| 4 | RUSH ENTERPRISES, INC. | 0.16% | 0.27% | 0.16% |
| 5 | AAR CORP. | 0.14% | 0.34% | 0.14% |
| 6 | ARCOSA, INC. | 0.29% | 0.13% | 0.13% |
| 7 | ARCBEST CORPORATION | 0.21% | 0.12% | 0.12% |
| 8 | DHT HOLDINGS, INC. | 0.18% | 0.12% | 0.12% |
| 9 | VALLEY NATIONAL BANCORP | 0.51% | 0.11% | 0.11% |
| 10 | KAISER ALUMINUM CORPORATION | 0.11% | 0.19% | 0.11% |
| 11 | DIODES INCORPORATED | 0.11% | 0.25% | 0.11% |
| 12 | STRIDE, INC. | 0.11% | 0.15% | 0.11% |
Only in DFSV
782 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 IWO
921 total- Moog, Inc. 0.73%
- BrightSpring Health Services, Inc. 0.68%
- MaxLinear, Inc. 0.66%
- Argan, Inc. 0.66%
- JFrog Ltd. 0.59%
- Krystal Biotech, Inc. 0.58%
- ESCO Technologies, Inc. 0.56%
- FirstCash Holdings, Inc. 0.53%
- D-Wave Quantum, Inc. 0.53%
- StoneX Group, Inc. 0.52%
Related comparisons
More comparisons with DFSV
- DFSV vs VBK · Vanguard Morningstar Small-Cap Growth ETF 4.7%
- DFSV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 4.2%
- DFSV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 3.1%
- DFSV vs IWD · iShares Russell 1000 Value ETF 3.0%
- DFSV vs VTI · Vanguard Morningstar Total Stock Market ETF 3.0%
- DFSV vs SCHB · Schwab U.S. Broad Market ETF 2.9%
More comparisons with IWO
- IWO vs CALF · Pacer US Small Cap Cash Cows 100 ETF 6.2%
- IWO vs IJH · iShares Core S&P Mid-Cap ETF 4.4%
- IWO vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 2.8%
- IWO vs VTI · Vanguard Morningstar Total Stock Market ETF 2.8%
- IWO vs SCHB · Schwab U.S. Broad Market ETF 2.4%
- IWO vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 1.0%
Percentages are holdings overlap with the named fund.
Open DFSV or IWO 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.