DFEM vs IXUS overlap - what they share and where they differ

DFEM and IXUS share 27.3% of their weight across 848 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.

DFEM and IXUS

27.3%

848 shared positions

DFEM

Dimensional Emerging Markets Core Equity 2 ETF

Reported positions cover 89% of the fund, 2,205 positions · Apr 30, 2026

Top 10: 21.9%·Holdings of DFEM

IXUS

iShares Core MSCI Total International Stock ETF

Reported positions cover 96% of the fund, 2,519 positions · Apr 30, 2026

Top 10: 12.8%·Holdings of IXUS

Reported positions cover DFEM 89%, IXUS 96% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

IXUS vs DFEM side by side

DFEMDimensional Emerging Markets Core Equity 2 ETF

2,205

stock positions reported to the SEC

18.4% of its weight is in 1,357 names IXUS does not hold

IXUSiShares Core MSCI Total International Stock ETF

2,519

stock positions reported to the SEC

67.2% of its weight is in 1,671 names DFEM does not hold

Where each fund's weight sits

DFEM
IXUS
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
15.2%
10.3%
Financial Services
1.4%
8.0%
Basic Materials
0.0%
3.0%
Healthcare
0.0%
2.9%
Energy
0.7%
2.6%
Consumer Cyclical
0.9%
0.0%

The widest gap is Financial Services: IXUS has 6.6 points more of it.

The figures side by side

DFEMIXUS
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported2,2052,519
Weight of the ten largest21.9%12.8%
Largest positionTSM 9.2%TSM 4.0%
Held alone1,357 positions, 18.4%1,671 positions, 67.2%
Covered by stock positions89%96%

Holdings they share

StockIn DFEMIn IXUSCounted
TSMTaiwan Semiconductor Company Limited9.24%4.02%4.02%
SAMSUNG ELECTRONICS CO., LTD.3.72%1.88%1.88%
SKHYSK hynix Inc.3.20%1.15%1.15%
TENCENT HOLDINGS LIMITED1.95%0.91%0.91%
BABAAlibaba Group Holding Limited0.95%0.67%0.67%
DELTA ELECTRONICS, INC.0.51%0.32%0.32%
MEDIATEK INC.0.32%0.30%0.30%
CHINA CONSTRUCTION BANK CORPORATION0.75%0.26%0.26%
RSReliance Industrial Infrastructure Ltd0.24%0.23%0.23%
HON HAI PRECISION INDUSTRY CO., LTD.0.40%0.21%0.21%

What each holds alone

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

Only in DFEM

PTT PUBLIC COMPANY LIMITED0.09%
COSCO SHIPPING ENERGY TRANSPORTATION CO., LTD.0.08%
UNITECH PRINTED CIRCUIT BOARD CORP.0.07%
VEDANTA ALUMINIUM METAL LTD0.07%
BHARAT DYNAMICS LTD0.06%
CO-TECH DEVELOPMENT CORP.0.06%
DYNAMIC HOLDING CO., LTD.0.06%
SIGURD MICROELECTRONICS CORP.0.06%
ADVANCED INFO SERVICE PUBLIC COMPANY LIMITED0.05%
CHINA RESOURCES GAS GROUP LIMITED0.05%

Only in IXUS

ASMLASML Holding N.V.1.32%
HSBCHSBC HOLDINGS PLC0.74%
MUFGMitsubishi Corporation0.71%
ROCHE HOLDING AG0.71%
AZNASTRAZENECA PLC0.69%
NVSNovartis AG0.66%
NESTLE S.A.0.61%
SHELSHELL PLC0.61%
RYROYAL BANK OF CANADA0.59%
SIEMENS AKTIENGESELLSCHAFT0.53%

Questions people ask

Is DFEM the same as IXUS?

27.3% of their weight sits in the same 848 holdings. DFEM also reports PTT PUBLIC COMPANY LIMITED, COSCO SHIPPING ENERGY TRANSPORTATION CO., LTD., UNITECH PRINTED CIRCUIT BOARD CORP., which the other does not. IXUS also reports ASML, HSBC, MUFG, which the other does not.

How is the overlap between DFEM and IXUS measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 89% of DFEM and 96% of IXUS, so the number cannot exceed the smaller coverage.

Which holds more, IXUS or DFEM?

DFEM reports 2,205 stock positions and IXUS reports 2,519. 18.4% of DFEM's weight sits in names IXUS does not hold, and 67.2% of IXUS's weight in names DFEM does not hold. The ten largest positions are 21.9% of DFEM and 12.8% of IXUS.

How do DFEM and IXUS differ by sector?

The widest gap is Financial Services: IXUS has 6.6 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

IXUS 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.