DFSV vs IJS overlap - what they share and where they differ

DFSV and IJS share 32.8% of their weight across 251 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.

DFSV and IJS

32.8%

251 shared positions

DFSV

Dimensional US Small Cap Value ETF

Reported positions cover 100% of the fund, 833 positions · Apr 30, 2026

Top 10: 7.3%·Holdings of DFSV

IJS

iShares S&P Small-Cap 600 Value ETF

Reported positions cover 98% of the fund, 458 positions · Jun 30, 2026

Top 10: 8.2%·Holdings of IJS

Reported positions cover DFSV 100%, IJS 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

IJS vs DFSV side by side

DFSVDimensional US Small Cap Value ETF

833

stock positions reported to the SEC

64.5% of its weight is in 582 names IJS does not hold

IJSiShares S&P Small-Cap 600 Value ETF

458

stock positions reported to the SEC

38.9% of its weight is in 207 names DFSV does not hold

Where each fund's weight sits

DFSV
IJS
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
24.7%
18.1%
Technology
10.2%
17.0%
Consumer Cyclical
14.6%
14.3%
Industrials
13.4%
10.7%
Energy
9.5%
0.0%
Basic Materials
0.0%
9.2%

The widest gap is Energy: DFSV has 9.5 points more of it.

The figures side by side

DFSVIJS
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported833458
Weight of the ten largest7.3%8.2%
Largest positionDINO 0.8%MOH 1.3%
Held alone582 positions, 64.5%207 positions, 38.9%
Covered by stock positions100%98%

Holdings they share

StockIn DFSVIn IJSCounted
JXNJACKSON FINANCIAL INC.0.54%0.60%0.54%
EMNEASTMAN CHEMICAL COMPANY0.48%0.82%0.48%
LKQLKQ CORPORATION0.47%0.72%0.47%
CAGCONAGRA BRANDS, INC.0.44%0.67%0.44%
MHKMOHAWK INDUSTRIES, INC.0.44%0.67%0.44%
SMSM ENERGY COMPANY0.44%0.64%0.44%
LNCLINCOLN NATIONAL CORPORATION0.41%0.65%0.41%
MATXMatson Inc0.38%0.62%0.38%
AUBATLANTIC UNION BANKSHARES CORPORATION0.36%0.65%0.36%
GTESGATES INDUSTRIAL CORPORATION PLC0.45%0.35%0.35%

What each holds alone

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

Only in DFSV

DINOHF SINCLAIR CORPORATION0.81%
OVVOVINTIV INC.0.80%
APAAPA CORPORATION0.77%
BWABORGWARNER INC.0.76%
IVZINVESCO LTD0.74%
KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.0.71%
WCCWESCO INTERNATIONAL, INC.0.71%
WEBSTER FINANCIAL CORPORATION0.67%
AMKRAMKOR TECHNOLOGY, INC.0.65%
DARDARLING INGREDIENTS INC.0.65%

Only in IJS

MTCHMATCH GROUP INC0.95%
KLICKULICKE AND SOFFA INDUSTRIES INC0.75%
POOLPOOL CORP0.74%
VICTORIA'S SECRET & COMPANY0.71%
ENPHENPHASE ENERGY INC0.70%
UCTTULTRA CLEAN HOLDINGS INC0.69%
MXLMAXLINEAR INC0.66%
LWLAMB WESTON HOLDINGS INC0.64%
PAYCPAYCOM SOFTWARE INC0.56%
RITMRITHM CAPITAL CORP0.56%

Questions people ask

Is DFSV the same as IJS?

32.8% of their weight sits in the same 251 holdings. DFSV also reports DINO, OVV, APA, which the other does not. IJS also reports MTCH, KLIC, POOL, which the other does not.

How is the overlap between DFSV and IJS measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of DFSV and 98% of IJS, so the number cannot exceed the smaller coverage.

Which holds more, IJS or DFSV?

DFSV reports 833 stock positions and IJS reports 458. 64.5% of DFSV's weight sits in names IJS does not hold, and 38.9% of IJS's weight in names DFSV does not hold. The ten largest positions are 7.3% of DFSV and 8.2% of IJS.

How do DFSV and IJS differ by sector?

The widest gap is Energy: DFSV has 9.5 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.