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ETF comparison

DFUS vs IWM

US Total Market vs US Small Cap.

Dimensional U.S. Equity Market ETF · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
3.2 %

1,250 positions appear in both funds. Buying equal dollars of DFUS and IWM would leave roughly 3.2% of each dollar exposed to the same underlying securities.

DFUS unmatched 96.7% Shared 3.2% IWM unmatched 96.6%

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.

In DFUS only
984 positions
Shared
1,250 positions
In IWM only
764 positions

Side by side

DFUS

Dimensional U.S. Equity Market ETF

Dimensional · US Total Market

89 composite / 100
Expense ratio
0.090%
Net assets
$21.30B
TTM yield
0.87%
Top-10 conc.
34.6%
IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$78.04B
TTM yield
0.99%
Top-10 conc.
3.4%

Sub-score comparison

91
Cost
81
89
Tax efficiency
89
100
Liquidity
100
65
Concentration
100
—
Tracking quality
—
DFUS sub-score IWM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

DFUS is 10 bps cheaper than IWM. On a $100,000 position that's about $100/yr more in fees for IWM.

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 DFUS vs IWM.

Top shared holdings

1,250 shared in total
# Holding In DFUS In IWM Overlap
1 MOOG INC. 0.02% 0.38% 0.02%
2 UMB FINANCIAL CORPORATION 0.02% 0.33% 0.02%
3 HUT 8 CORP. 0.01% 0.37% 0.01%
4 BRINKER INTERNATIONAL, INC. 0.01% 0.23% 0.01%
5 OLD NATIONAL BANCORP 0.01% 0.28% 0.01%
6 BRIGHTSPRING HEALTH SERVICES, INC. 0.01% 0.35% 0.01%
7 VISTANCE NETWORKS, INC. 0.01% 0.09% 0.01%
8 VIASAT, INC. 0.01% 0.35% 0.01%
9 Crinetics Pharmaceuticals Inc 0.01% 0.12% 0.01%
10 FIRSTCASH HOLDINGS, INC. 0.01% 0.28% 0.01%
11 HEALTHEQUITY, INC. 0.01% 0.24% 0.01%
12 InterDigital, Inc. 0.01% 0.23% 0.01%

Only in DFUS

984 total
  • NVIDIA CORPORATION 6.75%
  • APPLE INC. 6.45%
  • MICROSOFT CORPORATION 4.99%
  • AMAZON.COM, INC. 3.83%
  • ALPHABET INC. 3.00%
  • BROADCOM INC. 2.63%
  • ALPHABET INC. 2.48%
  • META PLATFORMS, INC. 1.77%
  • BERKSHIRE HATHAWAY INC. 1.38%
  • JPMORGAN CHASE & CO. 1.37%

Only in IWM

764 total
  • Cytokinetics, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • CareTrust REIT, Inc. 0.28%
  • Compass, Inc. 0.27%
  • D-Wave Quantum, Inc. 0.27%
  • Ryman Hospitality Properties, Inc. 0.25%
  • Core Scientific, Inc. 0.25%
  • Protagonist Therapeutics, Inc. 0.23%
  • Hims & Hers Health, Inc. 0.23%
  • Macerich Co. (The) 0.22%

Percentages are holdings overlap with the named fund.

Open DFUS or IWM 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.