ETF comparison
DFUV vs SCHB
US Value vs US Total Market.
Dimensional US Marketwide Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
1,190 positions appear in both funds. Buying equal dollars of DFUV and SCHB would leave roughly 36.4% 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 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 the cost calculator pre-filled with DFUV vs SCHB.
Top shared holdings
1,190 shared in total| # | Holding | In DFUV | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM, INC. | 3.47% | 3.42% | 3.42% |
| 2 | MICRON TECHNOLOGY, INC. | 2.86% | 1.46% | 1.46% |
| 3 | JPMORGAN CHASE & CO. | 4.50% | 1.28% | 1.28% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.72% | 1.24% | 1.24% |
| 5 | EXXONMOBIL HOLDINGS CORPORATION | 3.22% | 0.90% | 0.90% |
| 6 | JOHNSON & JOHNSON | 2.86% | 0.86% | 0.86% |
| 7 | INTEL CORPORATION | 1.19% | 0.60% | 0.60% |
| 8 | CISCO SYSTEMS, INC. | 1.50% | 0.59% | 0.59% |
| 9 | BANK OF AMERICA CORPORATION | 1.33% | 0.54% | 0.54% |
| 10 | CHEVRON CORPORATION | 2.00% | 0.52% | 0.52% |
| 11 | META PLATFORMS, INC. | 0.50% | 1.69% | 0.50% |
| 12 | MERCK & CO., INC. | 0.83% | 0.49% | 0.49% |
Only in DFUV
143 total- WEBSTER FINANCIAL CORPORATION 0.07%
- FOX CORPORATION 0.06%
- GLOBALFOUNDRIES INC. 0.05%
- Amdocs Limited 0.03%
- BIRKENSTOCK HOLDING PLC 0.03%
- JAMES HARDIE INDUSTRIES PUBLIC LIMITED COMPANY 0.02%
- Copa Holdings, S.A. 0.02%
- SCORPIO TANKERS INC. 0.02%
- DHT HOLDINGS, INC. 0.02%
- RUSH ENTERPRISES, INC. 0.02%
Only in SCHB
1,182 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 DFUV
- DFUV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 35.0%
- DFUV vs VTI · Vanguard Morningstar Total Stock Market ETF 34.6%
- DFUV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 34.0%
- DFUV vs SPY · State Street SPDR S&P 500 ETF Trust 33.9%
- DFUV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 33.2%
- DFUV vs IVV · iShares Core S&P 500 ETF 33.2%
More comparisons with SCHB
- SCHB vs CGDV · Capital Group Dividend Value ETF 36.1%
- SCHB vs JAVA · JPMorgan Active Value ETF 34.6%
- SCHB vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 33.4%
- SCHB vs USMV · iShares MSCI USA Min Vol Factor ETF 33.2%
- SCHB vs DFLV · Dimensional US Large Cap Value ETF 32.4%
- SCHB vs SPMO · Invesco S&P 500 Momentum ETF 31.9%
Percentages are holdings overlap with the named fund.
Open DFUV 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.