ETF comparison

DFUVvsVTV

Both US Value.

Dimensional US Marketwide Value ETF · Vanguard Morningstar Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
56.0%

198 positions appear in both funds. Buying equal dollars of DFUV and VTV would leave roughly56.0%of each dollar exposed to the same underlying securities.

DFUV only 45.7%Shared 56.0%VTV only 43.4%
In DFUV only
1,137 positions
Shared
198 positions
In VTV only
110 positions

Side by side

DFUV

Dimensional US Marketwide Value ETF

Dimensional · US Value

86composite / 100
Expense ratio
0.21%
Net assets
$15.73B
TTM yield
1.28%
Top-10 conc.
25.8%
VTV

Vanguard Morningstar Value ETF

Vanguard · US Value

93composite / 100
Expense ratio
0.030%
Net assets
$262.30B
TTM yield
1.84%
Top-10 conc.
23.6%

Sub-score comparison

79
Cost
97
88
Tax efficiency
87
100
Liquidity
100
77
Concentration
81
Tracking quality
DFUVsub-scoreVTV

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

VTV 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 thecost calculator pre-filled with DFUV vs VTV.

Top shared holdings

198 shared in total
#HoldingIn DFUVIn VTVOverlap
1MICRON TECHNOLOGY, INC.3.08%4.87%3.08%
2JPMORGAN CHASE & CO.4.28%3.06%3.06%
3BERKSHIRE HATHAWAY INC.2.62%2.95%2.62%
4JOHNSON & JOHNSON2.57%2.29%2.29%
5EXXON MOBIL CORPORATION3.60%2.12%2.12%
6CISCO SYSTEMS, INC.1.87%1.56%1.56%
7UNITEDHEALTH GROUP INCORPORATED1.47%1.41%1.41%
8CHEVRON CORPORATION2.12%1.17%1.17%
9BANK OF AMERICA CORPORATION1.08%1.36%1.08%
10INTEL CORPORATION1.28%1.05%1.05%
11THE GOLDMAN SACHS GROUP, INC.1.03%1.06%1.03%
12WELLS FARGO & COMPANY0.94%0.95%0.94%

Only in DFUV

1,137 total
  • AMAZON.COM, INC.2.36%
  • DIMENSIONAL FUND ADVISORS LP1.86%
  • ADVANCED MICRO DEVICES, INC.1.21%
  • VERTEX PHARMACEUTICALS INCORPORATED0.43%
  • NXP Semiconductors N.V.0.26%
  • MARVELL TECHNOLOGY, INC.0.22%
  • VULCAN MATERIALS COMPANY0.21%
  • SYNOPSYS, INC.0.20%
  • FLEX LTD.0.19%
  • Carnival Corporation0.17%

Only in VTV

110 total
  • Walmart Inc1.86%
  • Caterpillar Inc1.83%
  • AbbVie Inc1.66%
  • Home Depot Inc/The1.32%
  • Philip Morris International Inc1.05%
  • Coca-Cola Co/The1.05%
  • Amgen Inc0.73%
  • General Electric Co0.73%
  • PepsiCo Inc0.69%
  • American Express Co0.69%

Open DFUV or VTV 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 methodologyand 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.