ETF comparison

DFUV vs RPV

Both US Value.

Dimensional US Marketwide Value ETF · Invesco S&P 500 Pure Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
21.1 %

105 positions appear in both funds. Buying equal dollars of DFUV and RPV would leave roughly 21.1% of each dollar exposed to the same underlying securities.

DFUV only 80.6% Shared 21.1% RPV only 78.8%
In DFUV only
1,230 positions
Shared
105 positions
In RPV only
17 positions

Side by side

DFUV

Dimensional US Marketwide Value ETF

Dimensional · US Value

86 composite / 100
Expense ratio
0.21%
Net assets
$15.31B
TTM yield
1.32%
Top-10 conc.
25.8%
RPV

Invesco S&P 500 Pure Value ETF

Invesco · US Value

72 composite / 100
Expense ratio
0.35%
Net assets
$1.67B
TTM yield
2.32%
Top-10 conc.
24.9%

Sub-score comparison

79
Cost
65
88
Tax efficiency
86
100
Liquidity
66
77
Concentration
79
Tracking quality
DFUV sub-score RPV

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

Cost difference

DFUV is 14 bps cheaper than RPV. On a $100,000 position that's about $140/yr more in fees for RPV.

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 RPV.

Top shared holdings

105 shared in total
# Holding In DFUV In RPV Overlap
1 VERIZON COMMUNICATIONS INC. 1.14% 0.68% 0.68%
2 CITIGROUP INC. 0.66% 0.90% 0.66%
3 UNITEDHEALTH GROUP INCORPORATED 1.47% 0.63% 0.63%
4 CHEVRON CORPORATION 2.12% 0.61% 0.61%
5 COMCAST CORPORATION 0.55% 1.16% 0.55%
6 FEDEX CORPORATION 0.54% 0.88% 0.54%
7 CONOCOPHILLIPS 0.91% 0.54% 0.54%
8 AT&T INC. 1.11% 0.53% 0.53%
9 EXXON MOBIL CORPORATION 3.60% 0.48% 0.48%
10 SLB N.V. 0.46% 0.50% 0.46%
11 GENERAL MOTORS COMPANY 0.43% 1.71% 0.43%
12 Chubb Limited 0.42% 0.45% 0.42%

Only in DFUV

1,230 total
  • JPMORGAN CHASE & CO. 4.28%
  • MICRON TECHNOLOGY, INC. 3.08%
  • BERKSHIRE HATHAWAY INC. 2.62%
  • JOHNSON & JOHNSON 2.57%
  • AMAZON.COM, INC. 2.36%
  • CISCO SYSTEMS, INC. 1.87%
  • DIMENSIONAL FUND ADVISORS LP 1.86%
  • INTEL CORPORATION 1.28%
  • LINDE PUBLIC LIMITED COMPANY 1.22%
  • ADVANCED MICRO DEVICES, INC. 1.21%

Only in RPV

17 total
  • McKesson Corp. 0.96%
  • Cardinal Health, Inc. 0.93%
  • Cencora, Inc. 0.86%
  • Alexandria Real Estate Equities, Inc. 0.86%
  • PG&E Corp. 0.83%
  • Edison International 0.78%
  • Baxter International Inc. 0.69%
  • Sysco Corp. 0.67%
  • HP Inc. 0.62%
  • AES Corp. (The) 0.57%

Open DFUV or RPV 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.