DFUV vs IUSV

DFUVBDimensional US Marketwide Value ETF

IUSVAiShares Core S&P U.S. Value ETF

In short

DFUV Dimensional's whole-market swing at value: roughly 1,300 cheap-priced US stocks reaching from mega-cap down to small, under a strategy running since 1998. Breadth first, headline names second.

IUSV A value fund with a wider net: it tracks the S&P 900 Value Index, which screens S&P 500 and MidCap 400 stocks on book value, earnings and sales versus price. Roughly 700 names, 0.04% a year, running since 2000.

Stated mandate

DFUV The fund seeks long-term capital appreciation.

IUSV The fund seeks to track the S&P 900 Value Index, which represents large- and mid-capitalization U.S. value equities. Value characteristics are identified using book value, earnings, and sales relative to price.

Why people hold it

• DFUV Marketwide means marketwide: roughly 1,300 names across the size range, not the usual short roster of big-cap value stalwarts.
• The strategy dates to 1998, older than most ETFs on the shelf, and it now runs as a multi-billion-dollar fund.
• Sticks to its stated mandate of broad US value with little style drift, one of the tighter mandate-followers in a crowded value field.
• Cash comes back on a quarterly cadence.

• IUSV Costs 0.04% a year, a fraction of the typical US value ETF, and level with the cheapest of its large peers like SCHV.
• The index reaches past the S&P 500 into the S&P MidCap 400, so mid-cap value names come along. Large-cap-only rivals such as SCHV stop short of them.spindices.com
• A 2000 vintage and now a multi-billion-dollar iShares Core holding: it trades actively, tracks its index closely, and pays quarterly.

Worth knowing

• DFUV At 0.21% a year it sits above the value-cohort median of 0.18%, and well above plain index routes like VTV (0.03%) or SCHV (0.04%).
• It is a value fund by construction, so it behaves like one and can lag the broad market during stretches when growth names set the pace.
• Trading activity is moderate rather than heavy, which can matter on large or hurried orders.

• IUSV S&P's style system splits the parent index by formula, and stocks with both value and growth traits can sit in each. This is the cheap half of the market, not a deep-value sleeve.spglobal.comspglobal.com 2
• The screen is pure price ratios (book value, earnings, sales), with no profitability or quality filter, so cheap-for-a-reason names are part of the deal.spglobal.com
• Holdings are float-market-cap weighted, so the biggest value names drive most of the movement.spglobal.com

Full DFUV profile⁠

Full IUSV profile⁠