ETF comparison
DFUV vs IWD
Both US Value.
Dimensional US Marketwide Value ETF · iShares Russell 1000 Value ETF
Holdings overlap
556 positions appear in both funds. Buying equal dollars of DFUV and IWD would leave roughly 55.2% 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
IWD 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 IWD.
Top shared holdings
556 shared in total| # | Holding | In DFUV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM, INC. | 3.47% | 5.93% | 3.47% |
| 2 | BERKSHIRE HATHAWAY INC. | 2.72% | 2.61% | 2.61% |
| 3 | JPMORGAN CHASE & CO. | 4.50% | 2.45% | 2.45% |
| 4 | JOHNSON & JOHNSON | 2.86% | 1.71% | 1.71% |
| 5 | CISCO SYSTEMS, INC. | 1.50% | 1.30% | 1.30% |
| 6 | INTEL CORPORATION | 1.19% | 1.72% | 1.19% |
| 7 | UNITEDHEALTH GROUP INCORPORATED | 1.42% | 1.05% | 1.05% |
| 8 | BANK OF AMERICA CORPORATION | 1.33% | 0.98% | 0.98% |
| 9 | CHEVRON CORPORATION | 2.00% | 0.86% | 0.86% |
| 10 | MERCK & CO., INC. | 0.83% | 0.89% | 0.83% |
| 11 | THE GOLDMAN SACHS GROUP, INC. | 1.04% | 0.82% | 0.82% |
| 12 | RTX CORPORATION | 1.07% | 0.72% | 0.72% |
Only in DFUV
777 total- EXXONMOBIL HOLDINGS CORPORATION 3.22%
- MICRON TECHNOLOGY, INC. 2.86%
- TE CONNECTIVITY PUBLIC LIMITED COMPANY 0.33%
- NXP Semiconductors N.V. 0.25%
- DOORDASH, INC. 0.19%
- MICROCHIP TECHNOLOGY INCORPORATED 0.07%
- MOOG INC. 0.06%
- UMB FINANCIAL CORPORATION 0.06%
- AUTOLIV, INC. 0.05%
- LIFE TIME GROUP HOLDINGS, INC. 0.05%
Only in IWD
314 total- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- EXXON MOBIL CORPORATION 1.59%
- WALMART INC. 1.27%
- ABBVIE INC. 1.15%
- Philip Morris International Inc. 0.79%
- THE COCA-COLA COMPANY 0.78%
- COSTCO WHOLESALE CORPORATION 0.65%
- MCDONALD'S CORPORATION 0.54%
- NEXTERA ENERGY, INC. 0.51%
Related comparisons
More comparisons with DFUV
- DFUV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 53.6%
- DFUV vs SCHV · Schwab U.S. Large-Cap Value ETF 50.2%
- DFUV vs IUSV · iShares Core S&P U.S. Value ETF 49.0%
- DFUV vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 47.1%
- DFUV vs IVE · iShares S&P 500 Value ETF 47.1%
- DFUV vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 46.5%
More comparisons with IWD
- IWD vs SPY · State Street SPDR S&P 500 ETF Trust 54.8%
- IWD vs AVUS · Avantis US Equity ETF 54.5%
- IWD vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 51.1%
- IWD vs DGRO · iShares Core Dividend Growth ETF 50.7%
- IWD vs ESGV · Vanguard ESG U.S. Stock ETF 50.4%
- IWD vs MGC · Vanguard Morningstar Mega Cap ETF 49.8%
Percentages are holdings overlap with the named fund.
Open DFUV or IWD 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.