ETF comparison
DSI vs IWM
US Total Market vs US Small Cap.
Holdings overlap
45 positions appear in both funds. Buying equal dollars of DSI and IWM would leave roughly 0.4% 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 6 bps cheaper than DSI. On a $100,000 position that's about $60/yr more in fees for DSI.
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 DSI vs IWM.
Top shared holdings
45 shared in total| # | Holding | In DSI | In IWM | Overlap |
|---|---|---|---|---|
| 1 | OLD NATIONAL BANCORP | 0.03% | 0.28% | 0.03% |
| 2 | THE MACERICH COMPANY | 0.02% | 0.22% | 0.02% |
| 3 | LUMEN TECHNOLOGIES, INC. | 0.02% | 0.23% | 0.02% |
| 4 | NEW JERSEY RESOURCES CORPORATION | 0.02% | 0.18% | 0.02% |
| 5 | ORMAT TECHNOLOGIES, INC. | 0.02% | 0.21% | 0.02% |
| 6 | GRANITE CONSTRUCTION INCORPORATED | 0.01% | 0.22% | 0.01% |
| 7 | MERITAGE HOMES CORPORATION | 0.01% | 0.17% | 0.01% |
| 8 | ITRON, INC. | 0.01% | 0.12% | 0.01% |
| 9 | COPT DEFENSE PROPERTIES | 0.01% | 0.13% | 0.01% |
| 10 | CATHAY GENERAL BANCORP | 0.01% | 0.12% | 0.01% |
| 11 | EXPONENT, INC. | 0.01% | 0.09% | 0.01% |
| 12 | Signet Jewelers Limited | 0.01% | 0.11% | 0.01% |
Only in DSI
357 total- NVIDIA CORPORATION 13.42%
- MICROSOFT CORPORATION 9.49%
- ALPHABET INC. 6.00%
- ALPHABET INC. 4.77%
- TESLA, INC. 2.54%
- ADVANCED MICRO DEVICES, INC. 2.25%
- VISA INC. 1.78%
- MASTERCARD INCORPORATED 1.36%
- CISCO SYSTEMS, INC. 1.33%
- ABBVIE INC. 1.29%
Only in IWM
1,969 total- Moog, Inc. 0.38%
- Hut 8 Corp. 0.37%
- Viasat, Inc. 0.35%
- BrightSpring Health Services, Inc. 0.35%
- Cytokinetics, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- Argan, Inc. 0.34%
- UMB Financial Corp. 0.33%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
Related comparisons
More comparisons with DSI
- DSI vs ESGU · iShares ESG Aware MSCI USA ETF 56.5%
- DSI vs SUSA · iShares ESG Optimized MSCI USA ETF 54.5%
- DSI vs ESGV · Vanguard ESG U.S. Stock ETF 53.9%
- DSI vs SPY · State Street SPDR S&P 500 ETF Trust 53.5%
- DSI vs VOO · Vanguard S&P 500 ETF 53.1%
- DSI vs SPYM · State Street SPDR Portfolio S&P 500 ETF 53.1%
More comparisons with IWM
- IWM vs HDV · iShares Core High Dividend ETF 0.3%
- IWM vs JAVA · JPMorgan Active Value ETF 0.2%
- IWM vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 0.2%
- IWM vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 0.1%
- IWM vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 0.1%
- IWM vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 0.0%
Percentages are holdings overlap with the named fund.
Open DSI 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.