ACWX vs DFIC overlap - what they share and where they differ

ACWX and DFIC share 44.2% of their weight across 663 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

ACWX and DFIC

44.2%

663 shared positions

ACWX

iShares MSCI ACWI ex U.S. ETF

Reported positions cover 98% of the fund, 1,483 positions · Apr 30, 2026

Top 10: 14.9%·Holdings of ACWX

DFIC

Dimensional International Core Equity 2 ETF

Reported positions cover 90% of the fund, 1,937 positions · Apr 30, 2026

Top 10: 6.4%·Holdings of DFIC

Reported positions cover ACWX 98%, DFIC 90% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

DFIC vs ACWX side by side

ACWXiShares MSCI ACWI ex U.S. ETF

1,483

stock positions reported to the SEC

35.4% of its weight is in 820 names DFIC does not hold

DFICDimensional International Core Equity 2 ETF

1,937

stock positions reported to the SEC

27.7% of its weight is in 1,274 names ACWX does not hold

Where each fund's weight sits

ACWX
DFIC
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
11.8%
1.7%
Financial Services
9.0%
6.2%
Basic Materials
3.1%
3.6%
Healthcare
3.2%
1.7%
Energy
2.9%
2.8%

The widest gap is Technology: ACWX has 10.1 points more of it.

The figures side by side

ACWXDFIC
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported1,4831,937
Weight of the ten largest14.9%6.4%
Largest positionTSM 4.7%NODK 1.2%
Held alone820 positions, 35.4%1,274 positions, 27.7%
Covered by stock positions98%90%

Holdings they share

StockIn ACWXIn DFICCounted
RYROYAL BANK OF CANADA0.69%0.81%0.69%
NESTLE S.A.0.71%0.63%0.63%
ROCHE HOLDING AG0.82%0.53%0.53%
TMTOYOTA MOTOR CORPORATION0.51%0.56%0.51%
TTETOTALENERGIES SE0.50%0.82%0.50%
AZNASTRAZENECA PLC0.80%0.46%0.46%
MUFGMitsubishi Corporation0.86%0.45%0.45%
RIORIO TINTO LIMITED0.44%0.52%0.44%
BHPBHP GROUP LIMITED0.55%0.42%0.42%
NODKNingbo Tuopu Group Co., Ltd.0.40%1.19%0.40%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in ACWX

TSMTaiwan Semiconductor Manufacturing Company Limited4.67%
SAMSUNG ELECTRONICS CO., LTD.2.19%
SKHYSK hynix Inc.1.33%
TENCENT HOLDINGS LIMITED1.07%
BABAAlibaba Group Holding Limited0.79%
SHELSHELL PLC0.71%
DELTA ELECTRONICS, INC.0.37%
SOFTBANK GROUP CORP.0.36%
MEDIATEK INC.0.35%
ULUNILEVER PLC0.34%

Only in DFIC

FURUKAWA ELECTRIC CO., LTD.0.22%
MITSUI KINZOKU COMPANY, LIMITED0.19%
RESONAC HOLDINGS CORPORATION0.16%
AMRZAmrize AG0.15%
MITSUI E&S CO., LTD.0.15%
BEAZLEY PLC0.13%
FINNING INTERNATIONAL INC.0.13%
HBMHudbay Minerals Inc.0.12%
IAGIAMGOLD CORPORATION0.12%
ACCELLERON INDUSTRIES AG0.10%

Questions people ask

Is ACWX the same as DFIC?

44.2% of their weight sits in the same 663 holdings. ACWX also reports TSM, SAMSUNG ELECTRONICS CO., LTD., SKHY, which the other does not. DFIC also reports FURUKAWA ELECTRIC CO., LTD., MITSUI KINZOKU COMPANY, LIMITED, RESONAC HOLDINGS CORPORATION, which the other does not.

How is the overlap between ACWX and DFIC measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of ACWX and 90% of DFIC, so the number cannot exceed the smaller coverage.

Which holds more, DFIC or ACWX?

ACWX reports 1,483 stock positions and DFIC reports 1,937. 35.4% of ACWX's weight sits in names DFIC does not hold, and 27.7% of DFIC's weight in names ACWX does not hold. The ten largest positions are 14.9% of ACWX and 6.4% of DFIC.

How do ACWX and DFIC differ by sector?

The widest gap is Technology: ACWX has 10.1 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

ACWX against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.