ETF comparison
DFUV vs IWD
Both US Value.
Dimensional US Marketwide Value ETF · iShares Russell 1000 Value ETF
Holdings overlap
557 positions appear in both funds. Buying equal dollars of DFUV and IWD would leave roughly 59.7% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IWD is 3 bps cheaper than DFUV. On a $100,000 position that's about $30/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 IWD.
Top shared holdings
557 shared in total| # | Holding | In DFUV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | 4.28% | 2.63% | 2.63% |
| 2 | BERKSHIRE HATHAWAY INC. | 2.62% | 2.91% | 2.62% |
| 3 | EXXON MOBIL CORPORATION | 3.60% | 2.36% | 2.36% |
| 4 | JOHNSON & JOHNSON | 2.57% | 1.94% | 1.94% |
| 5 | AMAZON.COM, INC. | 2.36% | 1.81% | 1.81% |
| 6 | CHEVRON CORPORATION | 2.12% | 1.28% | 1.28% |
| 7 | MICRON TECHNOLOGY, INC. | 3.08% | 1.24% | 1.24% |
| 8 | CISCO SYSTEMS, INC. | 1.87% | 1.02% | 1.02% |
| 9 | BANK OF AMERICA CORPORATION | 1.08% | 0.97% | 0.97% |
| 10 | RTX CORPORATION | 0.83% | 0.85% | 0.83% |
| 11 | WELLS FARGO & COMPANY | 0.94% | 0.81% | 0.81% |
| 12 | UNITEDHEALTH GROUP INCORPORATED | 1.47% | 0.81% | 0.81% |
Only in DFUV
778 total- DIMENSIONAL FUND ADVISORS LP 1.86%
- VERTEX PHARMACEUTICALS INCORPORATED 0.43%
- UBER TECHNOLOGIES, INC. 0.37%
- TE CONNECTIVITY PUBLIC LIMITED COMPANY 0.34%
- NXP Semiconductors N.V. 0.26%
- INTUIT INC. 0.19%
- NEXTPOWER INC. 0.10%
- TTM TECHNOLOGIES, INC. 0.09%
- COREBRIDGE FINANCIAL, INC. 0.08%
- Somnigroup International Inc. 0.08%
Only in IWD
309 total- ALPHABET INC. 1.95%
- WALMART INC. 1.60%
- ALPHABET INC. 1.59%
- CATERPILLAR INC. 0.95%
- Philip Morris International Inc. 0.85%
- META PLATFORMS, INC. 0.73%
- MCDONALD'S CORPORATION 0.69%
- APPLIED MATERIALS, INC. 0.64%
- NEXTERA ENERGY, INC. 0.64%
- Pepsico, Inc. 0.60%
Open DFUV or IWD 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.