DLCU vs HIDV

DLCU vs HIDV

Which is better, DLCU or HIDV?

DLCU costs less.

DLCU has a lower expense ratio. HIDV is less concentrated, with 36.8% of the fund in its ten largest positions against 38.1%.

Lower Fees: DLCULess Concentrated: HIDV

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

MetricDLCUHIDV
Expense Ratio0.06%Best0.35%
AUM$14.7B$205M
Dividend Yield0.17%2.56%
Holdings509108
YTD Return+0.04%+11.94%Best
1Y Return-+17.30%
3Y Return (annualized)-+21.14%
Top 10 Weight38.1%36.8%Best
Fund FamilyDimensionalAllianceBernstein L.P.
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 4, 2026Mar 22, 2023

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

DLCU vs HIDV 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 VTIHIDV against:HIDV vs VXUS

DLCU vs HIDV Performance

DFA US Large Company ETF (DLCU) is an ETF from Dimensional and AB US High Dividend ETF (HIDV) is an ETF from AllianceBernstein L.P.. Year to date, DLCU is up 0.04% versus a gain of 11.94% for HIDV.

Past performance does not guarantee future results.

Fees and Cost Over Time

DLCU charges 0.06% per year while HIDV charges 0.35%. On a $10,000 position that is $6 vs $35 annually, a gap of $29 per year that compounds over a long holding period. On income, DLCU currently yields 0.17% against 2.56% for HIDV.

Holdings Overlap

DLCU already in HIDV58.0%
HIDV already in DLCU76.5%

58.0% of DLCU's money is in holdings HIDV also owns. 76.5% of HIDV's money is in holdings DLCU also owns.

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

62 positions in common, counted across the 505 positions we hold weights for in DLCU and 107 in HIDV, against full books of 509 and 108.

What only one of them owns

Our book lists 40 positions for HIDV that do not appear in our book for DLCU (21.5% of the fund), and 431 for DLCU that do not appear in HIDV (41.2%).

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

StockWeight in DLCUWeight in HIDVDifference
NVDANvidia Corp7.98%9.45%1.47%
AAPLApple, Inc7.33%7.03%0.30%
MSFTMicrosoft Corp5.56%5.27%0.29%
AMZNAmazon.Com Inc3.81%2.92%0.89%
GOOGLAlphabet Inc3.00%3.00%0.00%
AVGOBroadcom Inc2.60%1.77%0.83%
MUMicron Technology, Inc.1.66%2.63%0.97%
GOOGAlphabet Inc. C2.41%1.62%0.79%
METAMeta Platforms Inc2.16%1.57%0.59%
TSLATesla Inc1.56%0.79%0.77%

76.5% of HIDV 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.

DLCUHIDV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DLCU or HIDV?

DLCU has an expense ratio of 0.06% while HIDV charges 0.35%. DLCU is the cheaper option, by $29 a year on a $10,000 investment.

What is the holdings overlap between DLCU and HIDV?

76.5% of HIDV's money is in holdings DLCU also owns. 76.5% of HIDV's is in holdings DLCU also owns. They hold 62 positions in common, counted across the 505 positions we hold weights for in DLCU and 107 in HIDV.

Which pays a higher dividend, DLCU or HIDV?

DLCU yields 0.17% while HIDV yields 2.56%, so HIDV currently pays the higher dividend yield.

Is HIDV better than DLCU?

DLCU has a lower expense ratio. HIDV is less concentrated, with 36.8% 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.