ETF comparison
DFUV vs IWM
US Value vs US Small Cap.
Dimensional US Marketwide Value ETF · iShares Russell 2000 ETF
Holdings overlap
711 positions appear in both funds. Buying equal dollars of DFUV and IWM would leave roughly 6.3% 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
IWM is 2 bps cheaper than DFUV. On a $100,000 position that's about $20/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 IWM.
Top shared holdings
711 shared in total| # | Holding | In DFUV | In IWM | Overlap |
|---|---|---|---|---|
| 1 | MOOG INC. | 0.06% | 0.38% | 0.06% |
| 2 | UMB FINANCIAL CORPORATION | 0.06% | 0.33% | 0.06% |
| 3 | LIFE TIME GROUP HOLDINGS, INC. | 0.05% | 0.19% | 0.05% |
| 4 | JACKSON FINANCIAL INC. | 0.05% | 0.19% | 0.05% |
| 5 | OLD NATIONAL BANCORP | 0.05% | 0.28% | 0.05% |
| 6 | HEALTHEQUITY, INC. | 0.05% | 0.24% | 0.05% |
| 7 | VALLEY NATIONAL BANCORP | 0.04% | 0.22% | 0.04% |
| 8 | COMMERCIAL METALS COMPANY | 0.04% | 0.22% | 0.04% |
| 9 | FEDERAL SIGNAL CORPORATION | 0.04% | 0.24% | 0.04% |
| 10 | Essent Group Ltd. | 0.04% | 0.18% | 0.04% |
| 11 | FLUOR CORPORATION. | 0.04% | 0.23% | 0.04% |
| 12 | ENERSYS | 0.04% | 0.27% | 0.04% |
Only in DFUV
622 total- JPMORGAN CHASE & CO. 4.50%
- AMAZON.COM, INC. 3.47%
- EXXONMOBIL HOLDINGS CORPORATION 3.22%
- JOHNSON & JOHNSON 2.86%
- MICRON TECHNOLOGY, INC. 2.86%
- BERKSHIRE HATHAWAY INC. 2.72%
- CHEVRON CORPORATION 2.00%
- CISCO SYSTEMS, INC. 1.50%
- UNITEDHEALTH GROUP INCORPORATED 1.42%
- BANK OF AMERICA CORPORATION 1.33%
Only in IWM
1,303 total- Cytokinetics, Inc. 0.35%
- Argan, Inc. 0.34%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
- Krystal Biotech, Inc. 0.30%
- CareTrust REIT, Inc. 0.28%
- D-Wave Quantum, Inc. 0.27%
- Praxis Precision Medicines, Inc. 0.26%
- Cipher Digital, Inc. 0.26%
- Ryman Hospitality Properties, Inc. 0.25%
Related comparisons
More comparisons with DFUV
- DFUV vs IWF · iShares Russell 1000 Growth ETF 5.9%
- DFUV vs IJR · iShares Core S&P Small-Cap ETF 4.7%
- DFUV vs DFLV · Dimensional US Large Cap Value ETF 75.2%
- DFUV vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 56.7%
- DFUV vs PRF · Invesco RAFI US 1000 ETF 55.6%
- DFUV vs VTV · Vanguard Morningstar Value ETF 55.2%
More comparisons with IWM
- IWM vs IJK · iShares S&P Mid-Cap 400 Growth ETF 6.0%
- IWM vs SCHM · Schwab U.S. Mid-Cap ETF 5.0%
- IWM vs DFAU · Dimensional US Core Equity Market ETF 4.4%
- IWM vs IWV · iShares Russell 3000 ETF 4.3%
- IWM vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 4.2%
- IWM vs VTI · Vanguard Morningstar Total Stock Market ETF 4.2%
Percentages are holdings overlap with the named fund.
Open DFUV 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.