DFUS vs SDVY: holdings overlap, shared companies and scores
As of October 9, 2026, DFUS and SDVY overlap 2.8% by weight. Dimensional U.S. Equity ETF (DFUS): U.S. stock market exposure. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY): U.S. small- and mid-cap stocks.
Updated October 9, 2026
Where DFUS and SDVY trade against their 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.
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 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 SDVY each hold?
What's inside DFUS: Tech 44%, Magnificent 7 32%.
36% of DFUS is its ten largest holdings.
What's inside SDVY: Tech 12%, Semiconductors 1%.
10% of SDVY is its ten largest holdings.
How much do DFUS and SDVY overlap? 2.8% by weight
As of October 9, 2026, DFUS and SDVY overlap 2.8% by weight.
3% of DFUS is already inside SDVY.
100% of SDVY is already inside DFUS.
DFUS holds 2,244 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 DFUS and SDVY? 7.0 and 3.4 out of 10
As of October 9, 2026, ETF Copilot scores DFUS 7.0 out of 10 and SDVY 3.4 out of 10.
They differ most on Growth: DFUS 7.3 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 | DFUS | SDVY |
|---|---|---|
| Growth | 7.3 | 1.9 |
| Value | 5.2 | 2.1 |
| Risk | 6.5 | 4.2 |
| Quality | 8.0 | 5.0 |
| Return | 7.4 | 4.0 |
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, SDVY charges 0.58% a year, yields 1.04% and holds $10.9B in assets across 170 positions.
| Measure | DFUS | SDVY |
|---|---|---|
| Expense ratio | 0.09% | 0.58% |
| Dividend yield | 0.85% | 1.04% |
| Assets under management | $21.5B | $10.9B |
| 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 SDVY holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/dfus-vs-sdvy
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