DFSU was created on 2022-11-01 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 1123.16m in AUM and 1922 holdings. DFSU is an actively managed ETF that aims to invest in a portfolio of US equities across all market-caps with perceived high profitability and positive sustainability characteristics.
IWB was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 33573.74m in AUM and 1006 holdings. IWB tracks a market-cap-weighted index of the 1000-largest US companies.
Key Details
Nov 01, 2022
May 15, 2000
Equity
Equity
Total Market
Large Cap
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CYCN | -0.04% | $7.26M | -16.72% | 0.00% |
UUU | 0.12% | $4.58M | +24.33% | 0.00% |
LTM | 0.21% | $9.14B | -97.17% | 3.18% |
AMT | 0.30% | $102.05B | +26.73% | 3.00% |
JNJ | -0.42% | $370.90B | +6.31% | 3.24% |
MO | -0.55% | $96.58B | +39.34% | 6.98% |
VSTA | 0.60% | $386.83M | +28.67% | 0.00% |
SO | 0.70% | $99.23B | +29.61% | 3.16% |
ZCMD | -0.70% | $30.26M | -12.41% | 0.00% |
KR | 0.72% | $45.61B | +24.88% | 1.81% |
DUK | -0.99% | $93.51B | +27.35% | 3.42% |
MKTX | -1.16% | $8.40B | +10.30% | 1.33% |
AEP | -1.28% | $58.95B | +30.38% | 3.39% |
VRCA | -1.72% | $43.98M | -93.21% | 0.00% |
LITB | 1.74% | $34.18M | -60.79% | 0.00% |
TU | 1.88% | $22.35B | -6.35% | 7.64% |
CHD | -1.92% | $25.34B | -0.51% | 1.09% |
CYD | 2.01% | $579.37M | +70.64% | 2.62% |
SRRK | 2.34% | $2.82B | +117.23% | 0.00% |
GIS | -2.35% | $30.92B | -17.57% | 4.15% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 85.44% | $73.18B | +25.17% | 0.68% |
ITT | 83.76% | $10.27B | +1.33% | 1.03% |
BNT | 83.56% | $9.82B | +25.07% | 0.00% |
JHG | 83.12% | $4.81B | -0.62% | 5.05% |
PH | 82.78% | $72.04B | +3.49% | 1.16% |
FLS | 81.07% | $5.56B | -7.62% | 1.99% |
EVR | 80.60% | $6.98B | -3.87% | 1.78% |
TROW | 80.51% | $18.97B | -23.36% | 5.78% |
SEIC | 80.45% | $9.07B | +8.10% | 1.32% |
GS | 80.33% | $155.10B | +23.55% | 2.33% |
AEIS | 80.30% | $3.23B | -7.42% | 0.46% |
BX | 80.22% | $157.67B | +5.02% | 3.04% |
JEF | 79.86% | $8.79B | +3.42% | 3.25% |
ARES | 79.81% | $28.98B | +6.00% | 2.79% |
APO | 79.81% | $71.43B | +16.49% | 1.47% |
AXP | 79.48% | $177.32B | +16.19% | 1.14% |
KN | 79.38% | $1.25B | -8.12% | 0.00% |
ENTG | 79.29% | $10.23B | -47.70% | 0.58% |
FTV | 79.21% | $22.12B | -18.95% | 0.49% |
KKR | 79.03% | $90.65B | +7.84% | 0.68% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -20.75% | $22.82B | +23.17% | 1.12% |
FMTO | -13.82% | $269.10K | -99.85% | 0.00% |
ED | -11.52% | $40.14B | +23.37% | 2.97% |
K | -8.34% | $28.41B | +46.76% | 2.76% |
AWK | -6.78% | $28.55B | +26.86% | 2.07% |
CME | -5.81% | $94.20B | +25.41% | 3.98% |
VSA | -5.03% | $3.98M | -79.11% | 0.00% |
NEOG | -4.50% | $998.37M | -62.11% | 0.00% |
ASPS | -4.32% | $72.69M | -44.67% | 0.00% |
STG | -3.58% | $24.34M | -44.42% | 0.00% |
EXC | -2.82% | $46.95B | +27.70% | 3.25% |
DG | -2.79% | $19.65B | -38.15% | 2.66% |
BCE | -2.77% | $19.93B | -32.94% | 13.15% |
GIS | -2.35% | $30.92B | -17.57% | 4.15% |
CHD | -1.92% | $25.34B | -0.51% | 1.09% |
VRCA | -1.72% | $43.98M | -93.21% | 0.00% |
AEP | -1.28% | $58.95B | +30.38% | 3.39% |
MKTX | -1.16% | $8.40B | +10.30% | 1.33% |
DUK | -0.99% | $93.51B | +27.35% | 3.42% |
ZCMD | -0.70% | $30.26M | -12.41% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -84.81% | $110.17M | 0.59% | |
VIXY | -78.84% | $195.31M | 0.85% | |
BTAL | -67.14% | $406.36M | 1.43% | |
IVOL | -39.44% | $313.84M | 1.02% | |
FTSD | -32.96% | $219.63M | 0.25% | |
XONE | -28.09% | $626.75M | 0.03% | |
SPTS | -26.26% | $5.85B | 0.03% | |
FXY | -23.81% | $839.80M | 0.4% | |
SCHO | -21.63% | $10.93B | 0.03% | |
UTWO | -21.38% | $376.17M | 0.15% | |
VGSH | -20.14% | $22.83B | 0.03% | |
BILS | -19.32% | $3.88B | 0.1356% | |
SHYM | -19.07% | $301.15M | 0.35% | |
XHLF | -18.72% | $1.06B | 0.03% | |
BSMW | -15.61% | $101.63M | 0.18% | |
IBTI | -14.34% | $983.07M | 0.07% | |
TBLL | -14.08% | $2.55B | 0.08% | |
IBTG | -13.49% | $1.84B | 0.07% | |
IBTH | -13.13% | $1.51B | 0.07% | |
GBIL | -12.50% | $6.25B | 0.12% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BBUS | 99.89% | $4.18B | 0.02% | |
SCHK | 99.89% | $3.77B | 0.05% | |
ITOT | 99.88% | $61.99B | 0.03% | |
SCHX | 99.86% | $48.50B | 0.03% | |
SPLG | 99.86% | $58.25B | 0.02% | |
SPTM | 99.85% | $9.13B | 0.03% | |
SCHB | 99.85% | $29.70B | 0.03% | |
IVV | 99.84% | $549.54B | 0.03% | |
IYY | 99.84% | $2.11B | 0.2% | |
VOO | 99.84% | $583.57B | 0.03% | |
DFUS | 99.83% | $13.01B | 0.09% | |
ESGU | 99.82% | $12.13B | 0.15% | |
VTI | 99.81% | $426.55B | 0.03% | |
IWV | 99.81% | $13.98B | 0.2% | |
VONE | 99.81% | $5.37B | 0.07% | |
ILCB | 99.81% | $906.94M | 0.03% | |
PBUS | 99.78% | $5.69B | 0.04% | |
GSUS | 99.76% | $2.37B | 0.07% | |
DFAU | 99.74% | $6.99B | 0.12% | |
GSLC | 99.73% | $12.02B | 0.09% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
DCOR | 99.53% | $1.41B | 0.14% | |
DFAU | 99.47% | $6.99B | 0.12% | |
DFAC | 99.32% | $30.03B | 0.17% | |
ITOT | 99.26% | $61.99B | 0.03% | |
AVUS | 99.25% | $7.28B | 0.15% | |
SCHB | 99.21% | $29.70B | 0.03% | |
IWV | 99.19% | $13.98B | 0.2% | |
VTI | 99.16% | $426.55B | 0.03% | |
DFUS | 99.12% | $13.01B | 0.09% | |
GSLC | 99.11% | $12.02B | 0.09% | |
SPTM | 99.10% | $9.13B | 0.03% | |
JHML | 99.09% | $865.58M | 0.29% | |
IYY | 99.04% | $2.11B | 0.2% | |
IWB | 99.00% | $36.57B | 0.15% | |
SCHK | 98.94% | $3.77B | 0.05% | |
LRGF | 98.91% | $2.18B | 0.08% | |
LCTU | 98.89% | $1.11B | 0.14% | |
ILCB | 98.84% | $906.94M | 0.03% | |
SCHX | 98.82% | $48.50B | 0.03% | |
PBUS | 98.81% | $5.69B | 0.04% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BSMR | -0.08% | $235.24M | 0.18% | |
IBMS | -0.10% | $48.68M | 0.18% | |
FMB | 0.25% | $1.92B | 0.65% | |
VTIP | 0.38% | $14.59B | 0.03% | |
UUP | -0.46% | $254.57M | 0.77% | |
GOVI | 0.74% | $874.43M | 0.15% | |
FXE | -0.78% | $407.78M | 0.4% | |
IBTF | 0.90% | $2.17B | 0.07% | |
SUB | 0.92% | $8.76B | 0.07% | |
JPLD | -0.95% | $1.16B | 0.24% | |
JBND | 0.95% | $1.76B | 0.25% | |
NYF | 1.17% | $850.09M | 0.25% | |
CTA | -1.32% | $989.04M | 0.76% | |
MLN | -1.34% | $527.87M | 0.24% | |
TPMN | -1.38% | $31.19M | 0.65% | |
GVI | -1.39% | $3.40B | 0.2% | |
CMBS | -1.41% | $425.50M | 0.25% | |
BSSX | -1.42% | $74.32M | 0.18% | |
NEAR | -1.43% | $3.18B | 0.25% | |
SGOV | -1.53% | $43.33B | 0.09% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -86.20% | $110.17M | 0.59% | |
VIXY | -79.74% | $195.31M | 0.85% | |
BTAL | -65.94% | $406.36M | 1.43% | |
IVOL | -39.28% | $313.84M | 1.02% | |
FTSD | -34.29% | $219.63M | 0.25% | |
XONE | -28.20% | $626.75M | 0.03% | |
SPTS | -26.87% | $5.85B | 0.03% | |
FXY | -24.49% | $839.80M | 0.4% | |
UTWO | -21.99% | $376.17M | 0.15% | |
SCHO | -21.69% | $10.93B | 0.03% | |
SHYM | -20.53% | $301.15M | 0.35% | |
VGSH | -20.41% | $22.83B | 0.03% | |
BILS | -18.98% | $3.88B | 0.1356% | |
XHLF | -18.49% | $1.06B | 0.03% | |
BSMW | -16.61% | $101.63M | 0.18% | |
TBLL | -14.68% | $2.55B | 0.08% | |
IBTI | -14.65% | $983.07M | 0.07% | |
IBTG | -13.90% | $1.84B | 0.07% | |
IBTH | -13.43% | $1.51B | 0.07% | |
IBTJ | -12.78% | $640.70M | 0.07% |
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Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
CMBS | <0.01% | $425.50M | 0.25% | |
IBMS | 0.04% | $48.68M | 0.18% | |
OWNS | -0.14% | $133.40M | 0.3% | |
UUP | -0.23% | $254.57M | 0.77% | |
VTIP | 0.56% | $14.59B | 0.03% | |
BSSX | -0.64% | $74.32M | 0.18% | |
JPLD | -0.67% | $1.16B | 0.24% | |
GVI | -0.83% | $3.40B | 0.2% | |
BSMR | 0.87% | $235.24M | 0.18% | |
IBTF | -0.88% | $2.17B | 0.07% | |
FMB | 0.94% | $1.92B | 0.65% | |
SHYD | -0.99% | $315.30M | 0.35% | |
FXE | -1.02% | $407.78M | 0.4% | |
MLN | -1.14% | $527.87M | 0.24% | |
TPMN | -1.45% | $31.19M | 0.65% | |
GOVI | 1.52% | $874.43M | 0.15% | |
SUB | 1.60% | $8.76B | 0.07% | |
NYF | 1.85% | $850.09M | 0.25% | |
NEAR | -1.94% | $3.18B | 0.25% | |
JBND | 1.96% | $1.76B | 0.25% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MO | 0.20% | $96.58B | +39.34% | 6.98% |
DUK | -0.23% | $93.51B | +27.35% | 3.42% |
KR | 0.24% | $45.61B | +24.88% | 1.81% |
VSTA | 0.39% | $386.83M | +28.67% | 0.00% |
AEP | -0.42% | $58.95B | +30.38% | 3.39% |
CHD | -1.19% | $25.34B | -0.51% | 1.09% |
AGL | 1.23% | $2.26B | +9.18% | 0.00% |
COR | 1.24% | $55.16B | +19.20% | 0.74% |
TU | 1.26% | $22.35B | -6.35% | 7.64% |
AMT | 1.30% | $102.05B | +26.73% | 3.00% |
JNJ | -1.35% | $370.90B | +6.31% | 3.24% |
ZCMD | -1.37% | $30.26M | -12.41% | 0.00% |
UUU | -1.42% | $4.58M | +24.33% | 0.00% |
SO | 1.55% | $99.23B | +29.61% | 3.16% |
CAG | 1.60% | $11.89B | -17.66% | 5.50% |
MKTX | -1.62% | $8.40B | +10.30% | 1.33% |
VHC | 1.68% | $36.41M | +51.37% | 0.00% |
CYCN | 1.83% | $7.26M | -16.72% | 0.00% |
SRRK | 2.08% | $2.82B | +117.23% | 0.00% |
WTRG | 2.43% | $11.03B | +16.05% | 3.18% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -19.93% | $22.82B | +23.17% | 1.12% |
FMTO | -14.32% | $269.10K | -99.85% | 0.00% |
ED | -12.04% | $40.14B | +23.37% | 2.97% |
K | -9.19% | $28.41B | +46.76% | 2.76% |
NEOG | -6.59% | $998.37M | -62.11% | 0.00% |
AWK | -6.56% | $28.55B | +26.86% | 2.07% |
CME | -4.67% | $94.20B | +25.41% | 3.98% |
VSA | -4.31% | $3.98M | -79.11% | 0.00% |
ASPS | -4.05% | $72.69M | -44.67% | 0.00% |
BCE | -3.67% | $19.93B | -32.94% | 13.15% |
VRCA | -3.44% | $43.98M | -93.21% | 0.00% |
STG | -3.31% | $24.34M | -44.42% | 0.00% |
DG | -3.17% | $19.65B | -38.15% | 2.66% |
EXC | -2.74% | $46.95B | +27.70% | 3.25% |
LTM | -2.51% | $9.14B | -97.17% | 3.18% |
GIS | -2.50% | $30.92B | -17.57% | 4.15% |
MKTX | -1.62% | $8.40B | +10.30% | 1.33% |
UUU | -1.42% | $4.58M | +24.33% | 0.00% |
ZCMD | -1.37% | $30.26M | -12.41% | 0.00% |
JNJ | -1.35% | $370.90B | +6.31% | 3.24% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 82.89% | $73.18B | +25.17% | 0.68% |
JHG | 81.31% | $4.81B | -0.62% | 5.05% |
BNT | 81.13% | $9.82B | +25.07% | 0.00% |
ITT | 80.05% | $10.27B | +1.33% | 1.03% |
PH | 79.80% | $72.04B | +3.49% | 1.16% |
ENTG | 79.59% | $10.23B | -47.70% | 0.58% |
MKSI | 79.03% | $4.30B | -44.52% | 1.37% |
ARES | 78.94% | $28.98B | +6.00% | 2.79% |
AEIS | 78.68% | $3.23B | -7.42% | 0.46% |
TROW | 78.48% | $18.97B | -23.36% | 5.78% |
FLS | 78.46% | $5.56B | -7.62% | 1.99% |
SEIC | 78.38% | $9.07B | +8.10% | 1.32% |
APO | 77.96% | $71.43B | +16.49% | 1.47% |
BX | 77.75% | $157.67B | +5.02% | 3.04% |
KKR | 77.61% | $90.65B | +7.84% | 0.68% |
GS | 77.52% | $155.10B | +23.55% | 2.33% |
ADI | 77.49% | $87.26B | -7.13% | 2.13% |
AMZN | 77.48% | $1.85T | -3.83% | 0.00% |
AXP | 77.09% | $177.32B | +16.19% | 1.14% |
BLK | 77.06% | $134.21B | +14.86% | 2.35% |
DFSU - Dimensional US Sustainability Core 1 ETF and IWB - iShares Russell 1000 ETF have a 752 holding overlap. Which accounts for a 70.0% overlap.
Number of overlapping holdings
752
% of overlapping holdings
69.96%
Name | Weight in DFSU | Weight in IWB |
---|---|---|
6.08% | 5.94% | |
5.43% | 4.85% | |
3.08% | 2.26% | |
2.51% | 3.34% | |
2.33% | 5.67% | |
1.73% | 1.85% | |
1.55% | 1.34% | |
1.49% | 0.88% | |
1.42% | 1.55% | |
1.32% | 1.37% |
Dimensional US Sustainability Core 1 ETF - DFSU is made up of 1903 holdings. iShares Russell 1000 ETF - IWB is made up of 1011 holdings.
Name | Weight |
---|---|
![]() | 6.08% |
![]() | 5.43% |
3.08% | |
![]() | 2.51% |
![]() | 2.33% |
![]() | 1.73% |
1.55% | |
1.49% | |
![]() | 1.42% |
1.32% | |
![]() | 1.11% |
1.1% | |
0.97% | |
0.94% | |
0.94% | |
![]() | 0.8% |
![]() | 0.75% |
0.74% | |
![]() | 0.72% |
0.66% | |
0.62% | |
0.48% | |
0.45% | |
0.44% | |
0.44% | |
0.42% | |
0.42% | |
0.42% | |
0.42% | |
0.41% |
Name | Weight |
---|---|
![]() | 5.94% |
![]() | 5.67% |
![]() | 4.85% |
![]() | 3.34% |
2.26% | |
1.95% | |
![]() | 1.85% |
![]() | 1.63% |
![]() | 1.55% |
![]() | 1.37% |
1.37% | |
1.34% | |
1.17% | |
0.96% | |
0.89% | |
0.88% | |
0.86% | |
![]() | 0.85% |
0.82% | |
0.82% | |
0.78% | |
0.72% | |
![]() | 0.63% |
0.58% | |
0.52% | |
0.51% | |
0.47% | |
0.47% | |
0.46% | |
0.46% |