ETF comparison
DFSV vs SCHA
Both US Small Cap.
DFA U.S. Small Cap Value Portfolio – ETF Class Shares · Schwab U.S. Small-Cap ETF
Holdings overlap
641 positions appear in both funds. Buying equal dollars of DFSV and SCHA would leave roughly 26.2% 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
SCHA is 28 bps cheaper than DFSV. On a $100,000 position that's about $280/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 SCHA.
Top shared holdings
641 shared in total| # | Holding | In DFSV | In SCHA | Overlap |
|---|---|---|---|---|
| 1 | Pinnacle Financial Partners, Inc. | 0.40% | 0.31% | 0.31% |
| 2 | VIASAT, INC. | 0.58% | 0.23% | 0.23% |
| 3 | WINTRUST FINANCIAL CORPORATION | 0.36% | 0.21% | 0.21% |
| 4 | Popular, Inc. | 0.37% | 0.21% | 0.21% |
| 5 | SOUTHSTATE BANK CORPORATION | 0.61% | 0.20% | 0.20% |
| 6 | UMB FINANCIAL CORPORATION | 0.42% | 0.20% | 0.20% |
| 7 | DARLING INGREDIENTS INC. | 0.57% | 0.20% | 0.20% |
| 8 | COLUMBIA BANKING SYSTEM, INC. | 0.59% | 0.18% | 0.18% |
| 9 | COMMERCIAL METALS COMPANY | 0.49% | 0.18% | 0.18% |
| 10 | OLD NATIONAL BANCORP | 0.59% | 0.18% | 0.18% |
| 11 | OSHKOSH CORPORATION | 0.47% | 0.17% | 0.17% |
| 12 | THE TIMKEN COMPANY | 0.33% | 0.17% | 0.17% |
Only in DFSV
353 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 SCHA
1,064 total- Sandisk Corp/DE 5.28%
- Lumentum Holdings Inc 1.29%
- Revolution Medicines Inc 0.65%
- Sterling Infrastructure Inc 0.56%
- ATI Inc 0.50%
- MACOM Technology Solutions Holdings Inc 0.50%
- Nextpower Inc 0.49%
- MKS Inc 0.46%
- Coeur Mining Inc 0.42%
- TTM Technologies Inc 0.38%
Related comparisons
More comparisons with DFSV
- 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%
- DFSV vs CALF · Pacer US Small Cap Cash Cows 100 ETF 15.4%
- DFSV vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 10.9%
- DFSV vs IJT · iShares S&P Small-Cap 600 Growth ETF 9.9%
More comparisons with SCHA
- SCHA vs IJS · iShares S&P Small-Cap 600 Value ETF 23.3%
- SCHA vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 23.2%
- SCHA vs AVUV · Avantis US Small Cap Value ETF 22.7%
- SCHA vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 22.7%
- SCHA vs IJT · iShares S&P Small-Cap 600 Growth ETF 21.5%
- SCHA vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 7.0%
Percentages are holdings overlap with the named fund.
Open DFSV or SCHA 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.