DFMC vs WSMD
Dimensional US Micro Cap Portfolio ETF vs Wasatch Small/Mid Cap ETF
Which is better, DFMC or WSMD?
DFMC costs less.
DFMC has a lower expense ratio. DFMC is less concentrated, with 3.9% of the fund in its ten largest positions against 19.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DFMC | WSMD |
|---|---|---|
| Expense Ratio | 0.41%Best | 0.75% |
| AUM | $7.6B | $12M |
| Dividend Yield | 0.48% | 0.00% |
| Holdings | 1,762 | 184 |
| YTD Return | +15.89%Best | -4.50% |
| Top 10 Weight | 3.9%Best | 19.1% |
| Fund Family | Dimensional | Wasatch Global Investors |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Mar 19, 2026 | Jul 29, 2026 |
Not shown on this pair: 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
DFMC vs WSMD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
DFMC vs WSMD Performance
Dimensional US Micro Cap Portfolio ETF (DFMC) is an ETF from Dimensional and Wasatch Small/Mid Cap ETF (WSMD) is an ETF from Wasatch Global Investors. Year to date, DFMC is up 15.89% versus a loss of 4.50% for WSMD.
Past performance does not guarantee future results.
Fees and Cost Over Time
DFMC charges 0.41% per year while WSMD charges 0.75%. On a $10,000 position that is $41 vs $75 annually, a gap of $34 per year that compounds over a long holding period. On income, DFMC currently yields 0.48% against 0.00% for WSMD.
Holdings Overlap
3.0% of DFMC's money is in holdings WSMD also owns. 31.2% of WSMD's money is in holdings DFMC also owns.
The two portfolios partly overlap.
32 positions in common, counted across the 1,734 positions we hold weights for in DFMC and 90 in WSMD, against full books of 1,762 and 184.
What only one of them owns
Our book lists 56 positions for WSMD that do not appear in our book for DFMC (66.0% of the fund), and 1,315 for DFMC that do not appear in WSMD (93.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in DFMC | Weight in WSMD | Difference |
|---|---|---|---|
| GVAGranite Construction Inc | 0.24% | 1.49% | 1.25% |
| NPOEnpro Industries Inc | 0.12% | 1.60% | 1.48% |
| MRXMarex Group Plc | 0.02% | 1.68% | 1.66% |
| OLLIOllie's Bargain Outlet Holdings Inc | 0.08% | 1.44% | 1.36% |
| RGENRepligen Corp | 0.05% | 1.40% | 1.35% |
| ECGEverus Construction Grou W/I Common Stock | 0.16% | 1.14% | 0.98% |
| FNDFloor & Decor Holdings, Inc. | 0.10% | 1.17% | 1.07% |
| ESEEsco Technologies Inc | 0.06% | 1.18% | 1.12% |
| HLNEHamilton Lane Inc | 0.06% | 1.14% | 1.08% |
| SLGNSilgan Holdings Inc | 0.07% | 1.10% | 1.03% |
31.2% of WSMD is already inside DFMC.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DFMC or WSMD?
DFMC has an expense ratio of 0.41% while WSMD charges 0.75%. DFMC is the cheaper option, by $34 a year on a $10,000 investment.
What is the holdings overlap between DFMC and WSMD?
31.2% of WSMD's money is in holdings DFMC also owns. 31.2% of WSMD's is in holdings DFMC also owns. They hold 32 positions in common, counted across the 1,734 positions we hold weights for in DFMC and 90 in WSMD.
Which pays a higher dividend, DFMC or WSMD?
DFMC yields 0.48% while WSMD yields 0.00%, so DFMC currently pays the higher dividend yield.
Is WSMD better than DFMC?
DFMC has a lower expense ratio. DFMC is less concentrated, with 3.9% of the fund in its ten largest positions against 19.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.