ETF comparison
DFLV vs SCHB
US Value vs US Total Market.
Dimensional US Large Cap Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
326 positions appear in both funds. Buying equal dollars of DFLV and SCHB would leave roughly 32.4% 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
SCHB is 18 bps cheaper than DFLV. On a $100,000 position that's about $180/yr more in fees for DFLV.
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 DFLV vs SCHB.
Top shared holdings
326 shared in total| # | Holding | In DFLV | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM, INC. | 4.00% | 3.42% | 3.42% |
| 2 | MICRON TECHNOLOGY, INC. | 2.30% | 1.46% | 1.46% |
| 3 | JPMORGAN CHASE & CO. | 4.80% | 1.28% | 1.28% |
| 4 | BERKSHIRE HATHAWAY INC. | 1.81% | 1.24% | 1.24% |
| 5 | EXXONMOBIL HOLDINGS CORPORATION | 3.57% | 0.90% | 0.90% |
| 6 | JOHNSON & JOHNSON | 2.38% | 0.86% | 0.86% |
| 7 | META PLATFORMS, INC. | 0.79% | 1.69% | 0.79% |
| 8 | INTEL CORPORATION | 0.81% | 0.60% | 0.60% |
| 9 | CISCO SYSTEMS, INC. | 1.15% | 0.59% | 0.59% |
| 10 | BANK OF AMERICA CORPORATION | 0.85% | 0.54% | 0.54% |
| 11 | CHEVRON CORPORATION | 1.87% | 0.52% | 0.52% |
| 12 | MERCK & CO., INC. | 1.31% | 0.49% | 0.49% |
Only in DFLV
8 total- FOX CORPORATION 0.09%
- GLOBALFOUNDRIES INC. 0.03%
- ELECTRONIC ARTS INC. 0.01%
- WEBSTER FINANCIAL CORPORATION 0.00%
- LIBERTY MEDIA CORP - FORMULA ONE GROUP 0.00%
- ZILLOW GROUP, INC. 0.00%
- LENNAR CORPORATION 0.00%
- SYCAMORE PARTNERS LLC CVR 0.00%
Only in SCHB
2,046 total- NVIDIA Corp 7.20%
- Apple Inc 6.27%
- Microsoft Corp 5.08%
- Alphabet Inc 2.68%
- Broadcom Inc 2.36%
- Alphabet Inc 2.13%
- Tesla Inc 1.39%
- Eli Lilly & Co 1.23%
- Advanced Micro Devices Inc 1.03%
- Visa Inc 0.85%
Related comparisons
More comparisons with DFLV
- DFLV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 30.9%
- DFLV vs VTI · Vanguard Morningstar Total Stock Market ETF 30.7%
- DFLV vs RPV · Invesco S&P 500 Pure Value ETF 26.8%
- DFLV vs SCHD · Schwab U.S. Dividend Equity ETF 15.4%
- DFLV vs QQQ · Invesco QQQ Trust 15.0%
- DFLV vs VUG · Vanguard Morningstar Growth ETF 7.4%
More comparisons with SCHB
- SCHB vs SPMO · Invesco S&P 500 Momentum ETF 31.9%
- SCHB vs MGV · Vanguard Morningstar Mega Cap Value ETF 30.8%
- SCHB vs AVLV · Avantis US Large Cap Value ETF 29.3%
- SCHB vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 27.1%
- SCHB vs MTUM · iShares MSCI USA Momentum Factor ETF 25.9%
- SCHB vs ACWV · iShares MSCI Global Min Vol Factor ETF 23.3%
Percentages are holdings overlap with the named fund.
Open DFLV 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.