ETF comparison
DFSV vs SPSM
Both US Small Cap.
DFA U.S. Small Cap Value Portfolio – ETF Class Shares · State Street SPDR Portfolio S&P 600 Small Cap ETF
Holdings overlap
301 positions appear in both funds. Buying equal dollars of DFSV and SPSM would leave roughly 32.0% 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
SPSM 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 SPSM.
Top shared holdings
301 shared in total| # | Holding | In DFSV | In SPSM | Overlap |
|---|---|---|---|---|
| 1 | VIASAT, INC. | 0.58% | 0.66% | 0.58% |
| 2 | EASTMAN CHEMICAL COMPANY | 0.50% | 0.42% | 0.42% |
| 3 | CarMax, Inc. | 0.44% | 0.41% | 0.41% |
| 4 | JACKSON FINANCIAL INC. | 0.54% | 0.39% | 0.39% |
| 5 | CONAGRA BRANDS, INC. | 0.38% | 0.35% | 0.35% |
| 6 | MOHAWK INDUSTRIES, INC. | 0.49% | 0.34% | 0.34% |
| 7 | LKQ CORPORATION | 0.33% | 0.36% | 0.33% |
| 8 | ATLANTIC UNION BANKSHARES CORPORATION | 0.39% | 0.33% | 0.33% |
| 9 | LINCOLN NATIONAL CORPORATION | 0.50% | 0.33% | 0.33% |
| 10 | Matson Inc | 0.40% | 0.32% | 0.32% |
| 11 | SM ENERGY COMPANY | 0.31% | 0.32% | 0.31% |
| 12 | ARCOSA, INC. | 0.29% | 0.39% | 0.29% |
Only in DFSV
693 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 SPSM
303 total- FormFactor Inc 0.68%
- Argan Inc 0.60%
- BrightSpring Health Services Inc 0.60%
- Element Solutions Inc 0.59%
- MaxLinear Inc 0.58%
- Krystal Biotech Inc 0.53%
- ESCO Technologies Inc 0.49%
- Match Group Inc 0.48%
- Alkermes PLC 0.47%
- Everus Construction Group Inc 0.46%
Related comparisons
More comparisons with DFSV
- DFSV vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 31.9%
- DFSV vs IJR · iShares Core S&P Small-Cap ETF 31.1%
- DFSV vs VBR · Vanguard Morningstar Small-Cap Value ETF 30.2%
- DFSV vs IWM · iShares Russell 2000 ETF 28.9%
- DFSV vs FNDA · Schwab Fundamental U.S. Small Company ETF 28.3%
- DFSV vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 26.9%
More comparisons with SPSM
- SPSM vs DFAT · U.S. Targeted Value Portfolio-ETF Class Shares 31.6%
- SPSM vs AVUV · Avantis US Small Cap Value ETF 28.4%
- SPSM vs VBR · Vanguard Morningstar Small-Cap Value ETF 20.9%
- SPSM vs VB · Vanguard Morningstar Small-Cap ETF 19.0%
- SPSM vs VBK · Vanguard Morningstar Small-Cap Growth ETF 16.5%
- SPSM vs CALF · Pacer US Small Cap Cash Cows 100 ETF 10.3%
Percentages are holdings overlap with the named fund.
Open DFSV or SPSM 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.