DFAC vs VOO: fund overlap
ETF comparisons / DFAC vs VOO
Dimensional U.S. Core Equity 2 ETF compared with VANGUARD 500 INDEX FUND
Dimensional U.S. Core Equity 2 ETF
VANGUARD 500 INDEX FUND
468 companies held in both funds
| Shared company | DFAC | VOO |
|---|---|---|
| NVIDIA CORP NVDA | 5.43% | 7.57% |
| Apple Inc AAPL | 4.54% | 6.65% |
| Microsoft Corp MSFT | 3.80% | 4.91% |
| ALPHABET INC GOOGL 2 share classes | 3.71% | 5.38% |
| ↳ ALPHABET INC-CL A GOOGL | 2.07% | 2.99% |
| ↳ ALPHABET INC-CL C GOOG | 1.64% | 2.40% |
| AMAZON.COM INC AMZN | 2.96% | 3.63% |
| META PLATFORMS INC-CLASS A META | 1.81% | 2.23% |
| JPMorgan Chase & Co JPM | 0.97% | 1.34% |
| BROADCOM INC AVGO | 0.92% | 2.62% |
| Exxon Mobil Corp XOM | 0.85% | 1.27% |
| ELI LILLY & CO LLY | 0.84% | 1.30% |
| JOHNSON & JOHNSON JNJ | 0.79% | 1.05% |
| BERKSHIRE HATHAWAY INC. BRK/B | 0.69% | 1.57% |
| Micron Technology Inc MU | 0.69% | 0.68% |
| Visa Inc V | 0.63% | 0.89% |
| Chevron Corp CVX | 0.54% | 0.69% |
| THE PROCTER & GAMBLE COMPANY PG | 0.48% | 0.60% |
| Caterpillar Inc CAT | 0.47% | 0.59% |
| Mastercard Inc MA | 0.46% | 0.73% |
| Costco Wholesale Corp COST | 0.45% | 0.79% |
| CISCO SYSTEMS, INC. CSCO | 0.45% | 0.55% |
| NETFLIX INC NFLX | 0.40% | 0.72% |
| AbbVie Inc ABBV | 0.39% | 0.69% |
| THE COCA-COLA COMPANY KO | 0.37% | 0.53% |
| Home Depot Inc/The HD | 0.37% | 0.58% |
| Merck & Co Inc MRK | 0.37% | 0.53% |
Based on the holdings compared above
DFAC and VOO overlap by 65.7% by weight, across 468 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Holding both means 65.7% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
DFAC has a 0.17% expense ratio and VOO has 0.03%.
DFAC has a weighted P/E of 22.7 and VOO has a weighted P/E of 23.5.
See the companies and duplicated exposure across every fund you hold.