DFUS vs UPGD: holdings overlap, shared companies and scores
As of October 9, 2026, DFUS and UPGD overlap 5.3% by weight. Dimensional U.S. Equity ETF (DFUS): U.S. stock market exposure. Invesco Bloomberg Analyst Rating Improvers ETF (UPGD): US stocks with rising analyst ratings.
Updated October 9, 2026
Where DFUS and UPGD 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 last 5 years.
UPGD trades at 23.4 times earnings, against its own median of 17.1, and is more expensive than 91% of its own last 8 years.
What moved DFUS and UPGD 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.
UPGD rose 1.2% in the week to October 9, 2026. The holdings that moved it most were F5 Networks (+5.7%), Estee Lauder (+6.6%) and YUM! Brands (+6.4%); Intel (−12.3%) pushed the other way.
What do DFUS and UPGD each hold?
What's inside DFUS: Tech 44%, Magnificent 7 32%.
36% of DFUS is its ten largest holdings.
What's inside UPGD: Tech 14%, Semiconductors 7%.
24% of UPGD is its ten largest holdings.
How much do DFUS and UPGD overlap? 5.3% by weight
As of October 9, 2026, DFUS and UPGD overlap 5.3% by weight.
5% of DFUS is already inside UPGD.
100% of UPGD is already inside DFUS.
DFUS holds 2,244 companies and UPGD holds 50; 50 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 UPGD? 7.0 and 4.0 out of 10
As of October 9, 2026, ETF Copilot scores DFUS 7.0 out of 10 and UPGD 4.0 out of 10.
They differ most on Quality: DFUS 8.0 and UPGD 3.3.
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 | UPGD |
|---|---|---|
| Growth | 7.3 | 5.0 |
| Value | 5.2 | 1.1 |
| Risk | 6.5 | 7.2 |
| Quality | 8.0 | 3.3 |
| Return | 7.4 | 3.5 |
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, UPGD charges 0.40% a year, yields 1.58% and holds $110M in assets across 50 positions.
| Measure | DFUS | UPGD |
|---|---|---|
| Expense ratio | 0.09% | 0.40% |
| Dividend yield | 0.85% | 1.58% |
| Assets under management | $21.5B | $110M |
| Holdings | 2244 | 50 |
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 UPGD holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/dfus-vs-upgd
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