A
vs
B
Share
Compare their flowsAsk IQ about these two funds

DFIV vs WCMI: Differences, Returns & Fees

DFIV and WCMI hold 5% of their weight in the same names, and DFIV returned +24.2% over the year. Net assets: $21.4bn on Jul 31, 2026 for Dimensional International Value ETF, and $2.1bn on Oct 9, 2026 for First Trust WCM International Equity ETF.

DFIV costs 0.58 points a year less; their one-year returns differ by 11.8 points.

DFIVWCMI
Expense ratio0.27%0.85%
Net assets, DFIV as of Jul 31, 2026 and WCMI as of Oct 9, 2026$21.4bn$2.1bn
Total return, 1 year+24.2%+12.4%
What it tracksNo index, actively managedNo index, actively managed
Holdings in common5%
Top ten holdings, share of the fund15.5%42.9%
Below its high5.7%, high on Sep 3, 20265.3%, high on Aug 14, 2026

Holdings in common uses holdings dated Jul 31, 2026 and Oct 9, 2026.

+24.2%
DFIV total return, 1 year
+12.4%
WCMI total return, 1 year
0.27%
DFIV expense ratio
0.85%
WCMI expense ratio

What they hold in common

By the books each fund has filed, DFIV and WCMI hold 5% 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 and Oct 9, 2026.

half

5% in common

Positions both hold, largest shared weight first
Holding DFIV WCMI
SOCIETE GENERALE SA 1.05% 2.15%
Bayer Aktiengesellschaft 0.97% 1.68%
BRITISH AMERICAN TOBACCO P.L.C. 0.67% 1.46%
Heidelberg Materials AG 0.61% 1.00%
GLENCORE PLC 0.60% 1.62%
Mizuho Financial Group, Inc. 0.55% 3.31%
UBS Group AG 0.48% 1.97%
Muenchener Rueckversicherungs-Gesellschaft Aktiengesellschaft in Muenchen 0.07% 1.49%
TESCO PLC 0.02% 3.02%
HALEON PLC 0.00% 1.67%
Sandvik Aktiebolag 0.00% 1.46%
Only in DFIV
SHELL PLC 3.17%
TOTALENERGIES SE 2.05%
Banco Santander, S.A. 1.93%
TOYOTA MOTOR CORPORATION 1.78%
HSBC HOLDINGS PLC 1.27%
BASF SE 1.21%
THE TORONTO-DOMINION BANK 1.05%
LLOYDS BANKING GROUP PLC 1.01%
Only in WCMI
Taiwan Semiconductor Manufacturing Company Ltd. 7.69%
Rolls-Royce Holdings Plc 6.30%
Nebius Group N.V. 5.19%
Teva Pharmaceutical Industries Ltd. 3.81%
Constellation Software Inc. 3.80%
Kioxia Holdings Corporation 3.46%
Babcock International Group Plc 3.26%
Sony Group Corp. (ADR) 3.10%

Check overlap with more funds →

On the same fields

DFIV
Dimensional International Value ETF
WCMI
First Trust WCM International Equity ETF
Where it sits Stock ETF Stock ETF
Issuer Dimensional First Trust
What it is Actively managed Actively managed
Total return, 1 year +24.2% +12.4%
S&P 500 over the same days +17.3% +17.3%
Gap to the S&P 500 +7.0 pts −4.8 pts
Expense ratio 0.27% 0.85%
Already in the S&P 500 0.1% 4.7%
Holdings 623 42
Net assets, DFIV as of Jul 31, 2026 and WCMI as of Oct 9, 2026 $21.4bn $2.1bn

DFIV and WCMI 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.

WCMI in plain words

WCMI is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +12.4% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.85% a year. By its holdings published by its issuer for Oct 9, 2026, 5% of the fund by weight is stocks the S&P 500 also holds, across 42 positions, with the top ten at 42.9%. It sat 5.3% below its high of Aug 14, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, DFIV or WCMI?
In the year to Oct 9, 2026, with distributions reinvested, DFIV returned +24.2% and WCMI +12.4%.
Which is cheaper, DFIV or WCMI?
DFIV is cheaper, by 0.58 percentage points a year. That is about $58 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DFIV and WCMI overlap with the S&P 500?
By their latest filed holdings, 0% of DFIV and 5% of WCMI by weight is stocks the S&P 500 already holds.
Other comparisons
DFIV vs SCHYAVIV vs DFIVDFIV vs ICOWDFIV vs DIVIEFV vs WCMILVHI vs WCMIGSIE vs WCMIEFAV vs WCMI
DFIV on its own →WCMI 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 ↗WCMI filings on SEC EDGAR ↗WCMI prospectus with the expense ratio (SEC) ↗First Trust page for WCMI ↗

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.

Cite this pageCitation, APA and Markdown

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

Open data

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