DFUS vs SDVD: holdings overlap, shared companies and scores
As of October 9, 2026, DFUS and SDVD overlap 2.8% by weight. Dimensional U.S. Equity ETF (DFUS): U.S. stock market exposure. FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD): Small and mid-cap US dividend stocks.
Updated October 9, 2026
Where DFUS trades against its own history
DFUS trades at 24.1 times earnings, against its own median of 24.3, and is cheaper than 54% of its own 52 monthly readings since 2021.
What moved DFUS this week
DFUS rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
What do DFUS and SDVD each hold?
What's inside DFUS: Tech 44%, Magnificent 7 32%.
36% of DFUS is its ten largest holdings.
What's inside SDVD: Tech 12%, Semiconductors 1%.
10% of SDVD is its ten largest holdings.
How much do DFUS and SDVD overlap? 2.8% by weight
As of October 9, 2026, DFUS and SDVD overlap 2.8% by weight.
3% of DFUS is already inside SDVD.
100% of SDVD is already inside DFUS.
DFUS holds 2,244 companies and SDVD 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 DFUS and SDVD? 7.0 and 3.5 out of 10
As of October 9, 2026, ETF Copilot scores DFUS 7.0 out of 10 and SDVD 3.5 out of 10.
They differ most on Growth: DFUS 7.3 and SDVD 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 | DFUS | SDVD |
|---|---|---|
| Growth | 7.3 | 1.9 |
| Value | 5.2 | 3.2 |
| Risk | 6.5 | 5.2 |
| Quality | 8.0 | 5.0 |
| Return | 7.4 | 3.3 |
DFUS is the cheaper of the two at 0.09% a year
As of October 9, 2026, DFUS charges 0.09% a year, yields 0.85% and holds $21.5B in assets across 2244 positions.
As of October 9, 2026, SDVD charges 0.85% a year, yields 9.31% and holds $883M in assets across 170 positions.
| Measure | DFUS | SDVD |
|---|---|---|
| Expense ratio | 0.09% | 0.85% |
| Dividend yield | 0.85% | 9.31% |
| Assets under management | $21.5B | $883M |
| Holdings | 2244 | 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, “DFUS vs SDVD holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/dfus-vs-sdvd
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