DFSU vs LRGE
Dimensional US Sustainability Core 1 ETF vs ClearBridge Large Cap Growth ESG ETF
Which is better, DFSU or LRGE?
Each has led over a different period.
DFSU has a lower expense ratio. DFSU led over 1Y and 3Y, LRGE over the full window.
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 | DFSU | LRGE |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.48% |
| AUM | $2.4B | $395M |
| Dividend Yield | 0.84% | 0.12% |
| Holdings | 1,951 | 65 |
| YTD Return | +10.23%Best | +8.85% |
| 1Y Return | +14.19%Best | +8.34% |
| 3Y Return (annualized) | +20.41%Best | +19.15% |
| 5Y Return (annualized) | - | +9.80% |
| Volatility (annualized) | 13.7%Best | 15.7% |
| Max Drawdown | -19.9%Best | -20.3% |
| $10,000 over 3.9 years | $19,805 | $22,413Best |
| Fund Family | Dimensional | Franklin Templeton Investments (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Nov 1, 2022 | May 22, 2017 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Nov 2, 2022 to Oct 14, 2026 (3.9 years).
DFSU vs LRGE 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 covers the 3.9 years both funds cover.
DFSU vs LRGE Performance
Dimensional US Sustainability Core 1 ETF (DFSU) is an ETF from Dimensional and ClearBridge Large Cap Growth ESG ETF (LRGE) is an ETF from Franklin Templeton Investments (US). Over the past year DFSU returned +14.19% while LRGE returned +8.34%. Year to date, DFSU is up 10.23% versus a gain of 8.85% for LRGE.
Over three years, DFSU compounded at +20.41% per year against +19.15% for LRGE. Across the full 4-year window we track, LRGE has the edge at +22.99% annualized vs +19.15%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LRGE has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 13.7% for DFSU. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.9% for DFSU and -20.3% for LRGE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DFSU charges 0.15% per year while LRGE charges 0.48%. On a $10,000 position that is $15 vs $48 annually, a gap of $33 per year that compounds over a long holding period. On income, DFSU currently yields 0.84% against 0.12% for LRGE.
Holdings Overlap
We hold position weights for 2 holdings in DFSU and 32 in LRGE, totalling 0.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in DFSU and 32 in LRGE, against full books of 1,951 and 65.
You are not choosing between two funds in isolation.
Whichever of DFSU and LRGE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DFSU or LRGE?
DFSU has an expense ratio of 0.15% while LRGE charges 0.48%. DFSU is the cheaper option, by $33 a year on a $10,000 investment.
Which performed better, DFSU or LRGE?
Over the past year DFSU returned +14.19% vs +8.34% for LRGE, so DFSU leads on 1-year performance. Over the longest common window we track (4 years), DFSU annualized +19.15% vs +22.99% for LRGE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DFSU or LRGE?
LRGE has been the more volatile fund at 15.7% annualized versus 13.7% for DFSU. Worst drawdown: DFSU -19.9% vs LRGE -20.3%.
Should I hold both DFSU and LRGE?
DFSU and LRGE have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DFSU or LRGE?
DFSU yields 0.84% while LRGE yields 0.12%, so DFSU currently pays the higher dividend yield.
Is LRGE better than DFSU?
DFSU has a lower expense ratio. DFSU led over 1Y and 3Y, LRGE over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.