DFIV vs EFV overlap - what they share and where they differ

DFIV and EFV share 44.2% of their weight across 220 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.

DFIV and EFV

44.2%

220 shared positions

DFIV

Dimensional International Value ETF

Reported positions cover 90% of the fund, 449 positions · Apr 30, 2026

Top 10: 14.1%·Holdings of DFIV

EFV

iShares MSCI EAFE Value ETF

Reported positions cover 98% of the fund, 382 positions · Apr 30, 2026

Top 10: 20.8%·Holdings of EFV

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

EFV vs DFIV side by side

DFIVDimensional International Value ETF

449

stock positions reported to the SEC

27.0% of its weight is in 229 names EFV does not hold

EFViShares MSCI EAFE Value ETF

382

stock positions reported to the SEC

33.7% of its weight is in 162 names DFIV does not hold

Where each fund's weight sits

DFIV
EFV
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
12.8%
13.8%
Energy
6.8%
6.2%
Basic Materials
3.1%
3.9%
Healthcare
1.9%
2.7%
Consumer Cyclical
2.7%
2.0%

The widest gap is Financial Services: EFV has 1.0 points more of it.

The figures side by side

DFIVEFV
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported449382
Weight of the ten largest14.1%20.8%
Largest positionTTE 2.2%HSBC 2.8%
Held alone229 positions, 27.0%162 positions, 33.7%
Covered by stock positions90%98%

Holdings they share

StockIn DFIVIn EFVCounted
TTETOTALENERGIES SE2.23%1.62%1.62%
TMTOYOTA MOTOR CORPORATION1.86%1.59%1.59%
SANBanco Santander, S.A.1.83%1.57%1.57%
SMFGSUMITOMO CORPORATION1.35%1.66%1.35%
ZURICH INSURANCE GROUP AG0.94%0.89%0.89%
SHELSHELL PLC0.82%2.27%0.82%
WESTPAC BANKING CORPORATION0.73%0.84%0.73%
BNP PARIBAS SA0.71%0.92%0.71%
HSBCHSBC HOLDINGS PLC0.68%2.77%0.68%
BRITISH AMERICAN TOBACCO P.L.C.0.67%1.12%0.67%

What each holds alone

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

Only in DFIV

TDTHE TORONTO-DOMINION BANK1.32%
SUSuncor Energy Inc.1.17%
BMOBANK OF MONTREAL0.97%
THE BANK OF NOVA SCOTIA0.90%
NTRNutrien Ltd.0.79%
HEIDELBERG MATERIALS AG0.73%
CMCANADIAN IMPERIAL BANK OF COMMERCE0.71%
UBSUBS Group AG0.71%
COMPAGNIE FINANCIERE RICHEMONT SA0.70%
FAIRFAX FINANCIAL HOLDINGS LIMITED0.66%

Only in EFV

ROCHE HOLDING AG2.57%
NESTLE S.A.2.29%
BHPBHP GROUP LIMITED1.76%
ALLIANZ SE1.52%
IBERDROLA, S.A.1.32%
SIEMENS AKTIENGESELLSCHAFT1.29%
GSKGSK PLC0.93%
ENEL - SPA0.83%
NGGNATIONAL GRID PLC0.78%
ULUNILEVER PLC0.72%

Questions people ask

Is DFIV the same as EFV?

44.2% of their weight sits in the same 220 holdings. DFIV also reports TD, SU, BMO, which the other does not. EFV also reports ROCHE HOLDING AG, NESTLE S.A., BHP, which the other does not.

How is the overlap between DFIV and EFV measured?

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

Which holds more, EFV or DFIV?

DFIV reports 449 stock positions and EFV reports 382. 27.0% of DFIV's weight sits in names EFV does not hold, and 33.7% of EFV's weight in names DFIV does not hold. The ten largest positions are 14.1% of DFIV and 20.8% of EFV.

How do DFIV and EFV differ by sector?

The widest gap is Financial Services: EFV has 1.0 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.

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.