Which returned more over the last year, DFIV or RODM?

In the year to Oct 9, 2026, with distributions reinvested, DFIV returned +24.2% and RODM +18.8%.

Which is cheaper, DFIV or RODM?

DFIV is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do DFIV and RODM overlap with the S&P 500?

By their latest filed holdings, 0% of DFIV and 0% of RODM by weight is stocks the S&P 500 already holds.

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DFIV vs RODM: Differences, Returns & Fees

DFIV and RODM hold 28% of their weight in the same names, and DFIV returned +24.2% over the year. Net assets on Jul 31, 2026: $21.4bn for Dimensional International Value ETF and $1.6bn for Hartford Multifactor Developed Markets (ex-US) ETF.

DFIV costs 0.02 points a year less; their one-year returns differ by 5.4 points; DFIV is 13.2 times larger.

	DFIV	RODM
Expense ratio	0.27%	0.29%
Net assets, as of Jul 31, 2026	$21.4bn	$1.6bn
Total return, 1 year	+24.2%	+18.8%
What it tracks	No index, actively managed	not read by ETFIQ
Holdings in common	28%
Top ten holdings, share of the fund	15.5%	11.1%
Below its high	5.7%, high on Sep 3, 2026	4.3%, high on Sep 3, 2026

Holdings in common uses holdings dated Jul 31, 2026.

+24.2%

DFIV total return, 1 year

+18.8%

RODM total return, 1 year

0.27%

DFIV expense ratio

0.29%

RODM expense ratio

What they hold in common

By the books each fund has filed, DFIV and RODM hold 28% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jul 31, 2026.

50%

half

28% in common

Positions both hold, largest shared weight first

Holding DFIV RODM

THE TORONTO-DOMINION BANK 1.05% 1.14%

ENGIE SA 0.84% 0.89%

ORANGE SA 0.78% 0.84%

Koninklijke Ahold Delhaize N.V. 0.75% 0.77%

TOTALENERGIES SE 2.05% 0.68%

Repsol, S.A. 0.76% 0.62%

FAIRFAX FINANCIAL HOLDINGS LIMITED 0.60% 0.82%

E.ON SE 0.54% 0.75%

BANK OF MONTREAL 0.53% 1.21%

Suncor Energy Inc. 0.84% 0.53%

THE BANK OF NOVA SCOTIA 0.52% 0.98%

Holcim AG 0.82% 0.49%

Only in DFIV

SHELL PLC 3.17%

Banco Santander, S.A. 1.93%

TOYOTA MOTOR CORPORATION 1.78%

HSBC HOLDINGS PLC 1.27%

BASF SE 1.21%

SOCIETE GENERALE SA 1.05%

LLOYDS BANKING GROUP PLC 1.01%

Bayer Aktiengesellschaft 0.97%

Only in RODM

Royal Bank of Canada 1.22%

ASML Holding NV 1.08%

Millicom International Cellular SA 1.07%

Great-West Lifeco Inc 1.05%

Roche Holding AG 0.90%

Novartis AG 0.88%

Woolworths Group Ltd 0.87%

GSK PLC 0.85%

Check overlap with more funds →

On the same fields

DFIV

Dimensional International Value ETF

RODM

Hartford Multifactor Developed Markets (ex-US) ETF

Where it sits Stock ETF Stock ETF

Issuer Dimensional Hartford

What it is Actively managed Tracks an index

Total return, 1 year +24.2% +18.8%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 +7.0 pts +1.5 pts

Expense ratio 0.27% 0.29%

Already in the S&P 500 0.1% 0.0%

Holdings 623 336

Net assets, as of Jul 31, 2026 $21.4bn $1.6bn

DFIV and RODM on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

DFIV in plain words

DFIV is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +24.2% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.27% a year. By its holdings filed for Jul 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 623 positions, with the top ten at 15.5%. It sat 5.7% below its high of Sep 3, 2026 on Oct 9, 2026.

RODM in plain words

RODM tracks an index. Over the year to Oct 9, 2026 it returned +18.8% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.29% a year. By its holdings filed for Jul 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 336 positions, with the top ten at 11.1%. It sat 4.3% below its high of Sep 3, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, DFIV or RODM?: In the year to Oct 9, 2026, with distributions reinvested, DFIV returned +24.2% and RODM +18.8%.
Which is cheaper, DFIV or RODM?: DFIV is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DFIV and RODM overlap with the S&P 500?: By their latest filed holdings, 0% of DFIV and 0% of RODM by weight is stocks the S&P 500 already holds.

Other comparisons

DFIV vs PIEQ DFIV vs WCMI DFIV vs PXF DFIV vs JIVE EFV vs RODM LVHI vs RODM GSIE vs RODM EFAV vs RODM

DFIV on its own →RODM on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

DFIV filings on SEC EDGAR ↗DFIV prospectus with the expense ratio (SEC) ↗Dimensional website ↗RODM filings on SEC EDGAR ↗RODM prospectus with the expense ratio (SEC) ↗Hartford website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

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ETFIQ, DFIV against RODM, data as of Oct 9, 2026. https://etfiq.com/compare/any/dfiv-vs-rodm

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Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.