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 33.9% by weight, across 269 shared companies.
iShares Core S&P 500 ETF
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
269 companies held in both funds
| Shared company | DFUV | IVV |
|---|---|---|
| AMAZON.COM INC AMZN | 3.43% | 3.60% |
| Micron Technology Inc MU | 2.82% | 1.59% |
| BERKSHIRE HATHAWAY INC. BRK/B | 2.69% | 1.52% |
| JPMorgan Chase & Co JPM | 4.44% | 1.37% |
| ExxonMobil Holdings Corporation 2670549D | 3.18% | 1.13% |
| JOHNSON & JOHNSON JNJ | 2.83% | 1.00% |
| Chevron Corp CVX | 1.97% | 0.69% |
| Intel Corp INTC | 1.18% | 0.69% |
| CISCO SYSTEMS, INC. CSCO | 1.48% | 0.64% |
| UnitedHealth Group Inc UNH | 1.40% | 0.55% |
| Merck & Co Inc MRK | 0.82% | 0.54% |
| Bank of America Corp BAC | 1.31% | 0.50% |
| META PLATFORMS INC-CLASS A META | 0.49% | 2.07% |
| THE PROCTER & GAMBLE COMPANY PG | 0.47% | 0.56% |
| THE GOLDMAN SACHS GROUP, INC. GS | 1.03% | 0.41% |
| RTX Corp RTX | 1.06% | 0.40% |
| Wells Fargo & Co WFC | 0.97% | 0.39% |
| Thermo Fisher Scientific Inc TMO | 0.76% | 0.39% |
| Linde PLC LIN | 1.19% | 0.35% |
| MORGAN STANLEY MS | 0.40% | 0.34% |
| ANALOG DEVICES, INC. ADI | 0.75% | 0.32% |
| CITIGROUP INC. C | 0.65% | 0.32% |
| Walt Disney Co/The DIS | 0.60% | 0.29% |
| Salesforce Inc CRM | 0.54% | 0.28% |
| Verizon Communications Inc VZ | 1.16% | 0.27% |
DFUV and IVV questions
Based on the holdings compared above
How much do DFUV and IVV overlap?
DFUV and IVV overlap by 33.9% by weight, across 269 shared companies.
Which companies do DFUV and IVV both hold?
The largest companies held in both funds are AMAZON.COM INC, Micron Technology Inc, BERKSHIRE HATHAWAY INC., JPMorgan Chase & Co, ExxonMobil Holdings Corporation.
Can I hold both DFUV and IVV?
Holding both means 33.9% 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 19.2 and IVV has a weighted P/E of 26.8.
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