DFUS vs ITOT: holdings overlap, shared companies and scores

As of September 11, 2026, DFUS and ITOT overlap 94.9% by weight. Dimensional U.S. Equity ETF (DFUS): U.S. stock market exposure. iShares Core S&P Total U.S. Stock Market ETF (ITOT): U.S. total market equities.

Updated September 11, 2026

How much do DFUS and ITOT overlap?

As of September 11, 2026, DFUS and ITOT overlap 94.9% by weight.

99% of DFUS is already inside ITOT.

97% of ITOT is already inside DFUS.

DFUS holds 2,241 companies and ITOT holds 2,417; 1,921 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 DFUS and ITOT?

As of September 11, 2026, ETF Copilot scores DFUS 6.0 out of 10 and ITOT 5.3 out of 10.

They differ most on Risk: DFUS 8.9 and ITOT 4.8.

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

DFUS vs ITOT — ETF Copilot factor scores, 0–10
FactorDFUSITOT
Growth3.33.4
Valuation3.82.8
Risk8.94.8
Quality8.18.0
Return7.07.3

ITOT is the cheaper of the two at 0.03% a year

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

As of September 11, 2026, ITOT charges 0.03% a year, yields 1.11% and holds $97.1B in assets across 2417 positions.

DFUS vs ITOT — cost, income and size
MeasureDFUSITOT
Expense ratio0.09%0.03%
Dividend yield1.07%1.11%
Assets under management$21.4B$97.1B
Holdings22412417

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 DFUS and ITOT trade against their own history

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.

ITOT trades at 24.8 times earnings, against its own median of 21.1, and is more expensive than 83% of its own 114 monthly readings since 2017.

What moved DFUS and ITOT this week

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.

ITOT fell 1.2% 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 DFUS and ITOT each hold?

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

35% of DFUS is its ten largest holdings.

What's inside ITOT: Tech 43%, Magnificent 7 30%.

34% of ITOT is its ten largest holdings.

Compare with similar funds

Cite this

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

  1. Dimensional U.S. Equity ETF (DFUS)
  2. iShares Core S&P Total U.S. Stock Market ETF (ITOT)

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