CHGX vs DLCU
Stance Sustainable Beta ETF vs DFA US Large Company ETF
Which is better, CHGX or DLCU?
DLCU costs less.
DLCU has a lower expense ratio. CHGX is less concentrated, with 11.8% of the fund in its ten largest positions against 38.1%.
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 | CHGX | DLCU |
|---|---|---|
| Expense Ratio | 0.49% | 0.06%Best |
| AUM | $179M | $14.7B |
| Dividend Yield | 0.55% | 0.17% |
| Holdings | 203 | 509 |
| YTD Return | +21.11%Best | +0.04% |
| 1Y Return | +20.36% | - |
| 3Y Return (annualized) | +3.83% | - |
| 5Y Return (annualized) | +0.53% | - |
| Top 10 Weight | 11.8%Best | 38.1% |
| Fund Family | STANCE Capital | Dimensional |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 14, 2024 | Aug 4, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
CHGX vs DLCU 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.
CHGX vs DLCU Performance
Stance Sustainable Beta ETF (CHGX) is an ETF from STANCE Capital and DFA US Large Company ETF (DLCU) is an ETF from Dimensional. Year to date, CHGX is up 21.11% versus a gain of 0.04% for DLCU.
Past performance does not guarantee future results.
Fees and Cost Over Time
CHGX charges 0.49% per year while DLCU charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, CHGX currently yields 0.55% against 0.17% for DLCU.
Holdings Overlap
79.6% of CHGX's money is in holdings DLCU also owns. 36.0% of DLCU's money is in holdings CHGX also owns.
Most of CHGX is already inside DLCU. Owning both mostly buys the same companies twice.
80 positions in common, counted across the 101 positions we hold weights for in CHGX and 505 in DLCU, against full books of 203 and 509.
What only one of them owns
Our book lists 412 positions for DLCU that do not appear in our book for CHGX (63.1% of the fund), and 20 for CHGX that do not appear in DLCU (20.3%).
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 CHGX | Weight in DLCU | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 1.04% | 7.98% | 6.94% |
| AAPLApple, Inc | 0.99% | 7.33% | 6.34% |
| MUMicron Technology, Inc. | 1.10% | 1.66% | 0.56% |
| AMDAdvanced Micro Devices Inc. | 1.20% | 1.27% | 0.07% |
| LLYEli Lilly & Co. | 1.00% | 1.35% | 0.35% |
| INTCIntel Corp. | 1.17% | 0.77% | 0.40% |
| VVisa Inc-class A Shares | 0.96% | 0.95% | 0.01% |
| AMATApplied Materials, Inc. | 1.14% | 0.55% | 0.59% |
| ABBVAbbvie Inc. | 1.00% | 0.69% | 0.31% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.99% | 0.67% | 0.32% |
79.6% of CHGX 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CHGX or DLCU?
CHGX has an expense ratio of 0.49% while DLCU charges 0.06%. DLCU is the cheaper option, by $43 a year on a $10,000 investment.
What is the holdings overlap between CHGX and DLCU?
79.6% of CHGX's money is in holdings DLCU also owns. 36.0% of DLCU's is in holdings CHGX also owns. They hold 80 positions in common, counted across the 101 positions we hold weights for in CHGX and 505 in DLCU.
Which pays a higher dividend, CHGX or DLCU?
CHGX yields 0.55% while DLCU yields 0.17%, so CHGX currently pays the higher dividend yield.
Is DLCU better than CHGX?
DLCU has a lower expense ratio. CHGX is less concentrated, with 11.8% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.