DFAC vs KBWP: holdings overlap, shared companies and scores
As of October 9, 2026, DFAC and KBWP overlap 1.8% by weight. Dimensional US Core Equity 2 ETF (DFAC): U.S. broad market equities. Invesco KBW Property & Casualty Insurance ETF (KBWP): U.S. property and casualty insurers.
Updated October 9, 2026
Where DFAC and KBWP trade against their own history
DFAC trades at 21.5 times earnings, against its own median of 21.1, and is more expensive than 56% of its own last 5 years.
KBWP trades at 10.8 times earnings, against its own median of 12.9, and is cheaper than 83% of its own last 9 years.
What moved DFAC and KBWP this week
DFAC rose 0.8% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Apple (+0.9%); Nvidia (−2.0%) pushed the other way.
KBWP rose 2.1% in the week to October 9, 2026. The holdings that moved it most were Progressive (+3.4%), Chubb (+3.1%) and Marsh & Mclennan (+3.4%); Selective Insurance (−1.6%) pushed the other way.
What do DFAC and KBWP each hold?
What's inside DFAC: Tech 34%, Magnificent 7 24%.
28% of DFAC is its ten largest holdings.
61% of KBWP is its ten largest holdings.
How much do DFAC and KBWP overlap? 1.8% by weight
As of October 9, 2026, DFAC and KBWP overlap 1.8% by weight.
2% of DFAC is already inside KBWP.
100% of KBWP is already inside DFAC.
DFAC holds 2,533 companies and KBWP holds 24; 24 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 DFAC and KBWP? 6.3 and 5.4 out of 10
As of October 9, 2026, ETF Copilot scores DFAC 6.3 out of 10 and KBWP 5.4 out of 10.
They differ most on Growth: DFAC 6.0 and KBWP 0.2.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | DFAC | KBWP |
|---|---|---|
| Growth | 6.0 | 0.2 |
| Value | 4.8 | 8.0 |
| Risk | 7.1 | 7.3 |
| Quality | 7.1 | 8.3 |
| Return | 6.7 | 5.6 |
DFAC is the cheaper of the two at 0.21% a year
As of October 9, 2026, DFAC charges 0.21% a year, yields 0.88% and holds $49.1B in assets across 2533 positions.
As of October 9, 2026, KBWP charges 0.35% a year, yields 1.93% and holds $280M in assets across 24 positions.
| Measure | DFAC | KBWP |
|---|---|---|
| Expense ratio | 0.21% | 0.35% |
| Dividend yield | 0.88% | 1.93% |
| Assets under management | $49.1B | $280M |
| Holdings | 2533 | 24 |
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.
Compare with similar funds
Cite this
ETF Copilot, “DFAC vs KBWP holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/dfac-vs-kbwp
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