CWS vs DFUS: holdings overlap, shared companies and scores

As of September 11, 2026, CWS and DFUS overlap 2.0% by weight. AdvisorShares Focused Equity ETF (CWS): U.S. large-cap value stocks. Dimensional U.S. Equity ETF (DFUS): U.S. stock market exposure.

Updated September 11, 2026

How much do CWS and DFUS overlap?

As of September 11, 2026, CWS and DFUS overlap 2.0% by weight.

100% of CWS is already inside DFUS.

2% of DFUS is already inside CWS.

CWS holds 25 companies and DFUS holds 2,241; 25 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score CWS and DFUS?

As of September 11, 2026, ETF Copilot scores CWS 5.2 out of 10 and DFUS 6.0 out of 10.

They differ most on Valuation: CWS 9.0 and DFUS 3.8.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

CWS vs DFUS — ETF Copilot factor scores, 0–10
FactorCWSDFUS
Growth3.13.3
Valuation9.03.8
Risk8.18.9
Quality5.88.1
Return2.57.0

DFUS is the cheaper of the two at 0.09% a year

As of September 11, 2026, CWS charges 0.79% a year, yields 0.70% and holds $126M in assets across 25 positions.

As of September 11, 2026, DFUS charges 0.09% a year, yields 1.07% and holds $21.4B in assets across 2241 positions.

CWS vs DFUS — cost, income and size
MeasureCWSDFUS
Expense ratio0.79%0.09%
Dividend yield0.70%1.07%
Assets under management$126M$21.4B
Holdings252241

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Where CWS and DFUS trade against their own history

CWS trades at 23.2 times earnings, against its own median of 23.9, and is cheaper than 60% of its own 114 monthly readings since 2017.

DFUS trades at 24.8 times earnings, against its own median of 23.0, and is more expensive than 73% of its own 51 monthly readings since 2021.

What moved CWS and DFUS this week

CWS fell 3.9% in the week to September 11, 2026. The holdings that moved it most were Casey S General Stores (−18.8%), Factset Research Systems (−17.0%) and Adobe Systems (−11.7%); IES (+9.7%) pushed the other way.

DFUS fell 1.1% in the week to September 11, 2026. The holdings that moved it most were Nvidia (−4.4%), Microsoft (−2.8%) and Eli Lilly (−3.8%); Advanced Micro Devices (+13.1%) pushed the other way.

What do CWS and DFUS each hold?

What's inside CWS: Tech 20%, AI 1%.

51% of CWS is its ten largest holdings.

What's inside DFUS: Tech 44%, Magnificent 7 31%.

35% of DFUS is its ten largest holdings.

Compare with similar funds

Cite this

ETF Copilot, “CWS vs DFUS holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/cws-vs-dfus

  1. AdvisorShares Focused Equity ETF (CWS)
  2. Dimensional U.S. Equity ETF (DFUS)

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