ETF comparison
DFUV vs SCHB
US Value vs US Total Market.
Dimensional US Marketwide Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
1,188 positions appear in both funds. Buying equal dollars of DFUV and SCHB would leave roughly 34.2% 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
SCHB is 18 bps cheaper than DFUV. On a $100,000 position that's about $180/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 SCHB.
Top shared holdings
1,188 shared in total| # | Holding | In DFUV | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM, INC. | 3.47% | 3.62% | 3.47% |
| 2 | MICRON TECHNOLOGY, INC. | 2.86% | 1.49% | 1.49% |
| 3 | BERKSHIRE HATHAWAY INC. | 2.72% | 1.19% | 1.19% |
| 4 | JPMORGAN CHASE & CO. | 4.50% | 1.10% | 1.10% |
| 5 | JOHNSON & JOHNSON | 2.86% | 0.74% | 0.74% |
| 6 | INTEL CORPORATION | 1.19% | 0.74% | 0.74% |
| 7 | CISCO SYSTEMS, INC. | 1.50% | 0.65% | 0.65% |
| 8 | META PLATFORMS, INC. | 0.50% | 1.89% | 0.50% |
| 9 | UNITEDHEALTH GROUP INCORPORATED | 1.42% | 0.47% | 0.47% |
| 10 | BANK OF AMERICA CORPORATION | 1.33% | 0.47% | 0.47% |
| 11 | CHEVRON CORPORATION | 2.00% | 0.47% | 0.47% |
| 12 | THE PROCTER & GAMBLE COMPANY | 0.47% | 0.46% | 0.46% |
Only in DFUV
145 total- EXXONMOBIL HOLDINGS CORPORATION 3.22%
- FEDEX FREIGHT HOLDING COMPANY, INC. 0.09%
- DUPONT DE NEMOURS, INC. 0.07%
- FOX CORPORATION 0.06%
- GLOBALFOUNDRIES INC. 0.05%
- GATES INDUSTRIAL CORPORATION PLC 0.04%
- Amdocs Limited 0.03%
- BIRKENSTOCK HOLDING PLC 0.03%
- JAMES HARDIE INDUSTRIES PUBLIC LIMITED COMPANY 0.02%
- Copa Holdings, S.A. 0.02%
Only in SCHB
1,217 total- NVIDIA Corp 7.02%
- Apple Inc 6.26%
- Microsoft Corp 4.57%
- Alphabet Inc 3.03%
- Broadcom Inc 2.90%
- Alphabet Inc 2.41%
- Tesla Inc 1.68%
- Eli Lilly & Co 1.20%
- Advanced Micro Devices Inc 1.15%
- Exxon Mobil Corp 0.83%
Related comparisons
More comparisons with DFUV
- DFUV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 34.0%
- DFUV vs SPY · State Street SPDR S&P 500 ETF Trust 33.3%
- DFUV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 33.2%
- DFUV vs IVV · iShares Core S&P 500 ETF 33.2%
- DFUV vs VOO · Vanguard S&P 500 ETF 33.1%
- DFUV vs JAVA · JPMorgan Active Value ETF 32.3%
More comparisons with SCHB
- SCHB vs SPMO · Invesco S&P 500 Momentum ETF 33.2%
- SCHB vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 32.1%
- SCHB vs USMV · iShares MSCI USA Min Vol Factor ETF 31.6%
- SCHB vs DFLV · Dimensional US Large Cap Value ETF 30.6%
- SCHB vs MGV · Vanguard Morningstar Mega Cap Value ETF 29.7%
- SCHB vs AVLV · Avantis US Large Cap Value ETF 27.0%
Percentages are holdings overlap with the named fund.
Open DFUV or SCHB 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.