DLCU vs DUSA

DLCU vs DUSA

Which is better, DLCU or DUSA?

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 58.4%.

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

MetricDLCUDUSA
Expense Ratio0.06%Best0.59%
AUM$14.7B$1.3B
Dividend Yield0.17%0.90%
Holdings50984
YTD Return+0.04%+9.27%Best
1Y Return-+17.38%
3Y Return (annualized)-+22.10%
5Y Return (annualized)-+11.47%
Top 10 Weight38.1%Best58.4%
Fund FamilyDimensionalDavis ETFs
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 4, 2026Jan 11, 2017

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

DLCU vs DUSA 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.

Compare DLCU against instead:DLCU vs SPYDLCU vs QQQDLCU vs VOODLCU vs VTIDUSA against:DUSA vs VXUS

DLCU vs DUSA Performance

DFA US Large Company ETF (DLCU) is an ETF from Dimensional and Davis Select US Equity ETF (DUSA) is an ETF from Davis ETFs. Year to date, DLCU is up 0.04% versus a gain of 9.27% for DUSA.

Past performance does not guarantee future results.

Fees and Cost Over Time

DLCU charges 0.06% per year while DUSA charges 0.59%. On a $10,000 position that is $6 vs $59 annually, a gap of $53 per year that compounds over a long holding period. On income, DLCU currently yields 0.17% against 0.90% for DUSA.

Holdings Overlap

DLCU already in DUSA12.4%
DUSA already in DLCU85.9%

12.4% of DLCU's money is in holdings DUSA also owns. 85.9% of DUSA's money is in holdings DLCU also owns.

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

21 positions in common, counted across the 505 positions we hold weights for in DLCU and 28 in DUSA, against full books of 509 and 84.

What only one of them owns

Our book lists 5 positions for DUSA that do not appear in our book for DLCU (11.5% of the fund), and 472 for DLCU that do not appear in DUSA (86.8%).

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 DLCUWeight in DUSADifference
AMZNAmazon.Com Inc3.81%5.85%2.04%
METAMeta Platforms Inc2.16%6.70%4.54%
GOOGAlphabet Inc. C2.41%5.24%2.83%
COFCapital One Financial Corp.0.19%7.01%6.82%
DVNDevon Energy Corp.0.08%6.50%6.42%
USBUS Bancorp0.15%6.17%6.02%
VTRSViatris0.03%5.98%5.95%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity1.44%4.52%3.08%
TSNTyson Foods Inc. Class A0.02%5.36%5.34%
CVSCvs Health Corp0.18%4.83%4.65%

85.9% of DUSA 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.

DLCUDUSA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DLCU or DUSA?

DLCU has an expense ratio of 0.06% while DUSA charges 0.59%. DLCU is the cheaper option, by $53 a year on a $10,000 investment.

What is the holdings overlap between DLCU and DUSA?

85.9% of DUSA's money is in holdings DLCU also owns. 85.9% of DUSA's is in holdings DLCU also owns. They hold 21 positions in common, counted across the 505 positions we hold weights for in DLCU and 28 in DUSA.

Which pays a higher dividend, DLCU or DUSA?

DLCU yields 0.17% while DUSA yields 0.90%, so DUSA currently pays the higher dividend yield.

Is DUSA better than DLCU?

DLCU has a lower expense ratio. DLCU is less concentrated, with 38.1% of the fund in its ten largest positions against 58.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.