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

DFIV and EWC share 11.8% of their weight across 31 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 EWC

11.8%

31 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

EWC

iShares MSCI Canada ETF

Reported positions cover 100% of the fund, 83 positions · May 31, 2026

Top 10: 43.0%·Holdings of EWC

Reported positions cover DFIV 90%, EWC 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

EWC vs DFIV side by side

DFIVDimensional International Value ETF

449

stock positions reported to the SEC

78.7% of its weight is in 418 names EWC does not hold

EWCiShares MSCI Canada ETF

83

stock positions reported to the SEC

56.7% of its weight is in 52 names DFIV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
12.8%
27.9%
Basic Materials
3.1%
15.8%
Industrials
0.0%
8.0%
Technology
0.0%
7.7%
Energy
6.8%
7.4%
Consumer Cyclical
2.7%
0.0%

The widest gap is Financial Services: EWC has 15.1 points more of it.

The figures side by side

DFIVEWC
Filing dateApr 30, 2026May 31, 2026
Stock positions reported44983
Weight of the ten largest14.1%43.0%
Largest positionTTE 2.2%RY 8.7%
Held alone418 positions, 78.7%52 positions, 56.7%
Covered by stock positions90%100%

Holdings they share

StockIn DFIVIn EWCCounted
TDTHE TORONTO-DOMINION BANK1.32%6.28%1.32%
SUSuncor Energy Inc.1.17%2.44%1.17%
BMOBANK OF MONTREAL0.97%3.74%0.97%
THE BANK OF NOVA SCOTIA0.90%3.22%0.90%
NTRNutrien Ltd.0.79%1.08%0.79%
CMCANADIAN IMPERIAL BANK OF COMMERCE0.71%3.30%0.71%
FAIRFAX FINANCIAL HOLDINGS LIMITED0.66%1.04%0.66%
CVECenovus Energy Incorporation .0.65%1.27%0.65%
MFCMANULIFE FINANCIAL CORPORATION0.58%2.09%0.58%
TOURMALINE OIL CORP.0.51%0.55%0.51%

What each holds alone

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

Only in DFIV

TTETOTALENERGIES SE2.23%
TMTOYOTA MOTOR CORPORATION1.86%
SANBanco Santander, S.A.1.83%
BASF SE1.39%
SMFGSUMITOMO CORPORATION1.35%
SOCIETE GENERALE SA0.99%
ENGIE SA0.98%
EENI S.P.A.0.94%
ZURICH INSURANCE GROUP AG0.94%
LYGLLOYDS BANKING GROUP PLC0.91%

Only in EWC

RYROYAL BANK OF CANADA8.71%
SHOPSHOPIFY INC.4.74%
ENBEnbridge Inc.3.89%
CNQCANADIAN NATURAL RESOURCES LIMITED3.08%
BROOKFIELD CORPORATION3.05%
TRPTC Energy Corporation2.25%
CNICanadian National Railway Company2.02%
WPMWheaton Precious Metals Corp.1.98%
NBHCNATIONAL BANK OF CANADA1.85%
CCJCAMECO CORPORATION1.59%

Questions people ask

Is DFIV the same as EWC?

11.8% of their weight sits in the same 31 holdings. DFIV also reports TTE, TM, SAN, which the other does not. EWC also reports RY, SHOP, ENB, which the other does not.

How is the overlap between DFIV and EWC 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 100% of EWC, so the number cannot exceed the smaller coverage.

Which holds more, EWC or DFIV?

DFIV reports 449 stock positions and EWC reports 83. 78.7% of DFIV's weight sits in names EWC does not hold, and 56.7% of EWC's weight in names DFIV does not hold. The ten largest positions are 14.1% of DFIV and 43.0% of EWC.

How do DFIV and EWC differ by sector?

The widest gap is Financial Services: EWC has 15.1 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.

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.