Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

CGDV: generated Jul 31, 2026, 4:13 PM (as of 2026-07-30); DFAL: generated Aug 1, 2026, 12:14 PM (as of 2026-07-30).

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CGDV vs DFAL

Current snapshot · Current snapshot

Portfolio statistics

CGDV

Largest holding: MSFT · 6.680%
Top 10 concentration: 40.53%
Gross exposure: 40.53%
Net exposure: 40.53%

DFAL

Largest holding: IWY · 13.10%
Top 10 concentration: 54.40%
Gross exposure: 54.40%
Net exposure: 54.40%

Holdings overlap

Based on returned holdings.

ETF A

CGDV

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: MSFT · 6.680%

6.590%weighted overlap

ETF B

DFAL

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: IWY · 13.10%

Holdings universe17 distinct mapped tickers in the returned rows

2 shared

Only CGDV 8Shared 2Only DFAL 7

Largest allocation differences

IWYISHARES RUSSELL TOP 200 G13.10% gap

0.000%13.10%

IWXISHARES RUSSELL TOP 200 V8.827% gap

0.000%8.827%

DFUVDIMENSIONAL US MARKETWIDE8.010% gap

0.000%8.010%

DFACDFA US CORE EQUITY 2 ETF6.906% gap

0.000%6.906%

AVGOBROADCOM INC COMMON STOCK4.910% gap

4.910%0.000%

IWSISHARES RUSSELL MID-CAP V4.723% gap

0.000%4.723%

RCLROYAL CARIBBEAN CRUISES LTD COMMON STOCK USD.014.220% gap

4.220%0.000%

AAPLAPPLE INC.4.162% gap

0.000%4.162%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	CGDV	DFAL
P/E	N/A0/10 valued	N/A0/10 valued
P/B	N/A0/10 valued	N/A0/10 valued
P/S	N/A0/10 valued	N/A0/10 valued

No valuation data available for these holdings.

Holdings details

View

Shared holdings

Sort by2

Ticker	Company	CGDV weight	DFAL weight	Absolute difference
NVDA	NVIDIA CORP COMMON STOCK USD.001	5.610%	3.840%	1.770%
MSFT	MICROSOFT CORP COMMON STOCK USD.00000625	6.680%	2.751%	3.929%