BELT vs DLCU

BELT vs DLCU

Which is better, BELT or DLCU?

DLCU costs less.

DLCU has a lower expense ratio. DLCU is less concentrated, with 38.1% of the fund in its ten largest positions against 68.5%.

Lower Fees: DLCULess Concentrated: DLCU

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

MetricBELTDLCU
Expense Ratio0.75%0.06%Best
AUM$10M$14.7B
Dividend Yield0.02%0.17%
Holdings20509
Top 10 Weight68.5%38.1%Best
Fund FamilyBlackRock, Inc. (US)Dimensional
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 17, 2024Aug 4, 2026

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

The two price series end 63 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BELT has data through Aug 12, 2026 and DLCU through Oct 14, 2026.

Compare BELT against instead:BELT vs SPYBELT vs QQQBELT vs VOOBELT vs VTIDLCU against:DLCU vs VXUS

Fees and Cost Over Time

BELT charges 0.75% per year while DLCU charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, BELT currently yields 0.02% against 0.17% for DLCU.

Holdings Overlap

BELT already in DLCU83.1%
DLCU already in BELT20.4%

83.1% of BELT's money is in holdings DLCU also owns. 20.4% of DLCU's money is in holdings BELT also owns.

Most of BELT is already inside DLCU. Owning both mostly buys the same companies twice.

16 positions in common, counted across the 19 positions we hold weights for in BELT and 505 in DLCU, against full books of 20 and 509.

What only one of them owns

Our book lists 477 positions for DLCU that do not appear in our book for BELT (78.8% of the fund), and 1 for BELT that do not appear in DLCU (7.7%).

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

StockWeight in BELTWeight in DLCUDifference
AMZNAmazon.Com Inc8.66%3.81%4.85%
MSFTMicrosoft Corp6.27%5.56%0.71%
AVGOBroadcom Inc7.97%2.60%5.37%
GOOGAlphabet Inc. C8.04%2.41%5.63%
HWMHowmet Aerospace9.80%0.14%9.66%
METAMeta Platforms Inc4.02%2.16%1.86%
INTCIntel Corporation5.04%0.77%4.27%
VRTVertiv Holdings Co5.40%0.15%5.25%
MAMastercard Inc4.45%0.70%3.75%
CDNSCadence Design Systems Inc.4.76%0.12%4.64%

83.1% of BELT is already inside DLCU.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BELTDLCU

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BELT or DLCU?

BELT has an expense ratio of 0.75% while DLCU charges 0.06%. DLCU is the cheaper option, by $69 a year on a $10,000 investment.

What is the holdings overlap between BELT and DLCU?

83.1% of BELT's money is in holdings DLCU also owns. 20.4% of DLCU's is in holdings BELT also owns. They hold 16 positions in common, counted across the 19 positions we hold weights for in BELT and 505 in DLCU.

Which pays a higher dividend, BELT or DLCU?

BELT yields 0.02% while DLCU yields 0.17%, so DLCU currently pays the higher dividend yield.

Is DLCU better than BELT?

DLCU has a lower expense ratio. DLCU is less concentrated, with 38.1% of the fund in its ten largest positions against 68.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.