Dimensional US Marketwide Value ETF
ETF comparisons / DFUV vs IVV
DFUV vs IVV
Dimensional US Marketwide Value ETF compared with iShares Core S&P 500 ETF
Do DFUV and IVV overlap?
DFUV and IVV overlap by 32.4% by weight, across 270 shared companies.
iShares Core S&P 500 ETF
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
270 companies held in both funds
| Shared company | DFUV | IVV |
|---|---|---|
| AMAZON.COM INC AMZN | 2.32% | 3.80% |
| Micron Technology Inc MU | 3.03% | 1.66% |
| JPMorgan Chase & Co JPM | 4.21% | 1.44% |
| BERKSHIRE HATHAWAY INC. BRK/B | 2.58% | 1.42% |
| ADVANCED MICRO DEVICES AMD | 1.19% | 1.27% |
| JOHNSON & JOHNSON JNJ | 2.53% | 0.97% |
| Intel Corp INTC | 1.26% | 0.77% |
| CISCO SYSTEMS, INC. CSCO | 1.84% | 0.67% |
| Bank of America Corp BAC | 1.06% | 0.62% |
| Chevron Corp CVX | 2.09% | 0.61% |
| Merck & Co Inc MRK | 0.54% | 0.54% |
| UnitedHealth Group Inc UNH | 1.44% | 0.52% |
| THE GOLDMAN SACHS GROUP, INC. GS | 1.01% | 0.46% |
| Wells Fargo & Co WFC | 0.92% | 0.42% |
| RTX Corp RTX | 0.81% | 0.40% |
| MORGAN STANLEY MS | 0.61% | 0.39% |
| CITIGROUP INC. C | 0.65% | 0.36% |
| Thermo Fisher Scientific Inc TMO | 0.63% | 0.34% |
| Linde PLC LIN | 1.20% | 0.33% |
| Verizon Communications Inc VZ | 1.12% | 0.32% |
| Salesforce Inc CRM | 0.55% | 0.31% |
| Walt Disney Co/The DIS | 0.64% | 0.28% |
| ANALOG DEVICES, INC. ADI | 0.62% | 0.28% |
| AT&T Inc T | 1.09% | 0.27% |
| Abbott Laboratories ABT | 0.68% | 0.27% |
DFUV and IVV questions
Based on the holdings compared above
How much do DFUV and IVV overlap?
DFUV and IVV overlap by 32.4% by weight, across 270 shared companies.
Which companies do DFUV and IVV both hold?
The largest companies held in both funds are AMAZON.COM INC, Micron Technology Inc, JPMorgan Chase & Co, BERKSHIRE HATHAWAY INC., ADVANCED MICRO DEVICES.
Can I hold both DFUV and IVV?
Holding both means 32.4% 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.
Is DFUV or IVV cheaper?
DFUV has a 0.21% expense ratio and IVV has 0.03%.
How do DFUV and IVV compare on valuation?
DFUV has a weighted P/E of 19.7 and IVV has a weighted P/E of 26.8.
See the companies and duplicated exposure across every fund you hold.