DFUS vs URTH overlap - what they share and where they differ

DFUS and URTH share 70.1% of their weight across 502 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.

DFUS and URTH

70.1%

502 shared positions

DFUS

Dimensional U.S. Equity Market ETF

Reported positions cover 99% of the fund, 1,032 positions · Apr 30, 2026

Top 10: 36.4%·Holdings of DFUS

URTH

iShares MSCI World ETF

Reported positions cover 99% of the fund, 1,199 positions · May 31, 2026

Top 10: 28.7%·Holdings of URTH

Reported positions cover DFUS 99%, URTH 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

URTH vs DFUS side by side

DFUSDimensional U.S. Equity Market ETF

1,032

stock positions reported to the SEC

7.1% of its weight is in 530 names URTH does not hold

URTHiShares MSCI World ETF

1,199

stock positions reported to the SEC

28.2% of its weight is in 697 names DFUS does not hold

Where each fund's weight sits

DFUS
URTH
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
44.5%
37.1%
Consumer Cyclical
11.3%
8.2%
Financial Services
10.5%
10.0%
Healthcare
8.7%
7.4%
Industrials
4.8%
3.3%

The widest gap is Technology: DFUS has 7.4 points more of it.

The figures side by side

DFUSURTH
Filing dateApr 30, 2026May 31, 2026
Stock positions reported1,0321,199
Weight of the ten largest36.4%28.7%
Largest positionNVDA 7.0%NVDA 5.6%
Held alone530 positions, 7.1%697 positions, 28.2%
Covered by stock positions99%99%

Holdings they share

StockIn DFUSIn URTHCounted
NVDANVIDIA CORPORATION6.96%5.62%5.62%
AAPLAPPLE INC.5.85%5.03%5.03%
GOOGLALPHABET INC.6.04%4.44%4.44%
MSFTMICROSOFT CORPORATION4.51%3.48%3.48%
AMZNAMAZON.COM, INC.3.83%2.85%2.85%
AVGOBROADCOM INC.2.89%2.21%2.21%
METAMETA PLATFORMS, INC.2.01%1.51%1.51%
TSLATESLA, INC.1.78%1.35%1.35%
LLYELI LILLY AND COMPANY1.12%0.97%0.97%
JPMORGAN CHASE & CO.1.26%0.89%0.89%

What each holds alone

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

Only in DFUS

SNDKSANDISK CORPORATION0.25%
CPNGCOUPANG, INC.0.05%
FTITECHNIPFMC PLC0.05%
COTERRA ENERGY INC.0.04%
FNFABRINET0.04%
MTZMASTEC, INC.0.04%
NVECNVE Corporation0.04%
XPOXPO, INC.0.04%
AAALCOA CORPORATION0.03%
ALBALBEMARLE CORPORATION0.03%

Only in URTH

ASMLASML Holding N.V.0.69%
HSBCHSBC HOLDINGS PLC0.35%
MUFGMitsubishi Corporation0.34%
ROCHE HOLDING AG0.33%
AZNASTRAZENECA PLC0.31%
NVSNovartis AG0.31%
NESTLE S.A.0.29%
RYROYAL BANK OF CANADA0.29%
SHELSHELL PLC0.26%
SIEMENS AKTIENGESELLSCHAFT0.26%

Questions people ask

Is DFUS the same as URTH?

70.1% of their weight sits in the same 502 holdings. DFUS also reports SNDK, CPNG, FTI, which the other does not. URTH also reports ASML, HSBC, MUFG, which the other does not.

How is the overlap between DFUS and URTH measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 99% of DFUS and 99% of URTH, so the number cannot exceed the smaller coverage.

Which holds more, URTH or DFUS?

DFUS reports 1,032 stock positions and URTH reports 1,199. 7.1% of DFUS's weight sits in names URTH does not hold, and 28.2% of URTH's weight in names DFUS does not hold. The ten largest positions are 36.4% of DFUS and 28.7% of URTH.

How do DFUS and URTH differ by sector?

The widest gap is Technology: DFUS has 7.4 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

DFUS against other funds in the table

URTH 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.