DFAC vs SDVY: holdings overlap, shared companies and scores
As of October 9, 2026, DFAC and SDVY overlap 6.5% by weight. Dimensional US Core Equity 2 ETF (DFAC): U.S. broad market equities. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY): U.S. small- and mid-cap stocks.
Updated October 9, 2026
Where DFAC and SDVY 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 52 monthly readings since 2021.
SDVY trades at 15.5 times earnings, against its own median of 13.3, and is more expensive than 71% of its own 108 monthly readings since 2017.
What moved DFAC 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.
What do DFAC and SDVY each hold?
What's inside DFAC: Tech 34%, Magnificent 7 24%.
28% of DFAC is its ten largest holdings.
What's inside SDVY: Tech 12%, Semiconductors 1%.
10% of SDVY is its ten largest holdings.
How much do DFAC and SDVY overlap? 6.5% by weight
As of October 9, 2026, DFAC and SDVY overlap 6.5% by weight.
7% of DFAC is already inside SDVY.
100% of SDVY is already inside DFAC.
DFAC holds 2,533 companies and SDVY holds 170; 170 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 SDVY? 6.3 and 3.4 out of 10
As of October 9, 2026, ETF Copilot scores DFAC 6.3 out of 10 and SDVY 3.4 out of 10.
They differ most on Growth: DFAC 6.0 and SDVY 1.9.
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 | SDVY |
|---|---|---|
| Growth | 6.0 | 1.9 |
| Value | 4.8 | 2.1 |
| Risk | 7.1 | 4.2 |
| Quality | 7.1 | 5.0 |
| Return | 6.7 | 4.0 |
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, SDVY charges 0.58% a year, yields 1.04% and holds $10.9B in assets across 170 positions.
| Measure | DFAC | SDVY |
|---|---|---|
| Expense ratio | 0.21% | 0.58% |
| Dividend yield | 0.88% | 1.04% |
| Assets under management | $49.1B | $10.9B |
| Holdings | 2533 | 170 |
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 SDVY holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/dfac-vs-sdvy
ETF Copilot Pro unlocks DFAC vs SDVY prices and holdings.
Try Pro free →