ETF comparison

DFLV vs VTV

Both US Value.

Dimensional US Large Cap Value ETF · Vanguard Value Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
56.8 %

202 positions appear in both funds. Buying equal dollars of DFLV and VTV would leave roughly 56.8% of each dollar exposed to the same underlying securities.

DFLV only 44.0% Shared 56.8% VTV only 42.7%
In DFLV only
130 positions
Shared
202 positions
In VTV only
109 positions

Side by side

DFLV

Dimensional US Large Cap Value ETF

Dimensional · US Value

84 composite / 100
Expense ratio
0.21%
Net assets
$6.42B
TTM yield
1.39%
Top-10 conc.
25.6%
VTV

Vanguard Value Index Fund ETF Shares

Vanguard · US Value

94 composite / 100
Expense ratio
0.030%
Net assets
$254.46B
TTM yield
1.88%
Top-10 conc.
21.1%

Sub-score comparison

79
Cost
97
88
Tax efficiency
87
92
Liquidity
100
78
Concentration
84
Tracking quality
DFLV sub-score VTV

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

Cost difference

VTV 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 VTV.

Top shared holdings

202 shared in total
# Holding In DFLV In VTV Overlap
1 JPMORGAN CHASE & CO. 4.59% 3.03% 3.03%
2 EXXON MOBIL CORPORATION 4.04% 2.90% 2.90%
3 JOHNSON & JOHNSON 2.40% 2.41% 2.40%
4 BERKSHIRE HATHAWAY INC. 1.70% 3.06% 1.70%
5 CHEVRON CORPORATION 2.04% 1.61% 1.61%
6 MICRON TECHNOLOGY, INC. 2.75% 1.56% 1.56%
7 THE PROCTER & GAMBLE COMPANY 1.39% 1.38% 1.38%
8 MERCK & CO., INC. 1.19% 1.22% 1.19%
9 CISCO SYSTEMS, INC. 1.90% 1.13% 1.13%
10 WELLS FARGO & COMPANY 1.03% 1.01% 1.01%
11 UNITEDHEALTH GROUP INCORPORATED 1.62% 1.00% 1.00%
12 THE GOLDMAN SACHS GROUP, INC. 1.09% 0.98% 0.98%

Only in DFLV

130 total
  • AMAZON.COM, INC. 3.15%
  • DIMENSIONAL FUND ADVISORS LP 0.88%
  • NXP Semiconductors N.V. 0.72%
  • VULCAN MATERIALS COMPANY 0.46%
  • FLEX LTD. 0.30%
  • CASEY'S GENERAL STORES, INC. 0.24%
  • BOSTON SCIENTIFIC CORPORATION 0.22%
  • VERTEX PHARMACEUTICALS INCORPORATED 0.21%
  • ADVANCED MICRO DEVICES, INC. 0.21%
  • RESMED INC. 0.21%

Only in VTV

109 total
  • Walmart Inc 2.23%
  • AbbVie Inc 1.58%
  • Caterpillar Inc 1.35%
  • Home Depot Inc/The 1.34%
  • Coca-Cola Co/The 1.07%
  • Philip Morris International Inc 1.05%
  • PepsiCo Inc 0.87%
  • Amgen Inc 0.78%
  • NextEra Energy Inc 0.75%
  • American Express Co 0.60%

Open DFLV 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 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.