ETF comparison
DFUV vs IVE
Both US Value.
Dimensional US Marketwide Value ETF · iShares S&P 500 Value ETF
Holdings overlap
261 positions appear in both funds. Buying equal dollars of DFUV and IVE would leave roughly 47.1% 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
IVE is 3 bps cheaper than DFUV. On a $100,000 position that's about $30/yr more in fees for DFUV.
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 DFUV vs IVE.
Top shared holdings
261 shared in total| # | Holding | In DFUV | In IVE | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM, INC. | 3.47% | 3.78% | 3.47% |
| 2 | UNITEDHEALTH GROUP INCORPORATED | 1.42% | 1.30% | 1.30% |
| 3 | BANK OF AMERICA CORPORATION | 1.33% | 1.28% | 1.28% |
| 4 | INTEL CORPORATION | 1.19% | 2.27% | 1.19% |
| 5 | CHEVRON CORPORATION | 2.00% | 1.07% | 1.07% |
| 6 | JPMORGAN CHASE & CO. | 4.50% | 0.97% | 0.97% |
| 7 | WELLS FARGO & COMPANY | 0.99% | 0.87% | 0.87% |
| 8 | JOHNSON & JOHNSON | 2.86% | 0.86% | 0.86% |
| 9 | MERCK & CO., INC. | 0.83% | 1.09% | 0.83% |
| 10 | LINDE PUBLIC LIMITED COMPANY | 1.20% | 0.83% | 0.83% |
| 11 | CISCO SYSTEMS, INC. | 1.50% | 0.75% | 0.75% |
| 12 | ANALOG DEVICES, INC. | 0.76% | 0.67% | 0.67% |
Only in DFUV
1,072 total- EXXONMOBIL HOLDINGS CORPORATION 3.22%
- MICRON TECHNOLOGY, INC. 2.86%
- BERKSHIRE HATHAWAY INC. 2.72%
- RTX CORPORATION 1.07%
- UBER TECHNOLOGIES, INC. 0.58%
- NEWMONT CORPORATION 0.58%
- META PLATFORMS, INC. 0.50%
- Carnival Corporation Ltd. 0.21%
- CHENIERE ENERGY, INC. 0.20%
- DOORDASH, INC. 0.19%
Only in IVE
177 total- APPLE INC 7.32%
- EXXONMOBIL HOLDINGS CORP 1.95%
- WALMART INC 1.71%
- TESLA INC 1.55%
- COSTCO WHOLESALE CORP 1.43%
- HOME DEPOT INC (THE) 1.21%
- TEXAS INSTRUMENTS INC 0.93%
- VISA INC 0.88%
- ABBVIE INC 0.83%
- WESTERN DIGITAL CORP 0.76%
Related comparisons
More comparisons with DFUV
- DFUV vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 46.5%
- DFUV vs IWX · iShares Russell Top 200 Value ETF 46.5%
- DFUV vs MGV · Vanguard Morningstar Mega Cap Value ETF 44.4%
- DFUV vs DGRO · iShares Core Dividend Growth ETF 38.9%
- DFUV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 35.0%
- DFUV vs VTI · Vanguard Morningstar Total Stock Market ETF 34.6%
More comparisons with IVE
- IVE vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 46.6%
- IVE vs DFLV · Dimensional US Large Cap Value ETF 45.8%
- IVE vs JAVA · JPMorgan Active Value ETF 40.2%
- IVE vs QQQ · Invesco QQQ Trust 32.0%
- IVE vs AVLV · Avantis US Large Cap Value ETF 27.9%
- IVE vs VO · Vanguard Morningstar Mid-Cap ETF 27.4%
Percentages are holdings overlap with the named fund.
Open DFUV or IVE 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.