DLCU vs HUSV
DFA US Large Company ETF vs First Trust Horizon Managed Volatility Domestic ETF
Which is better, DLCU or HUSV?
DLCU costs less.
DLCU has a lower expense ratio. HUSV is less concentrated, with 22.7% 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 | DLCU | HUSV |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.70% |
| AUM | $14.7B | $54M |
| Dividend Yield | 0.17% | 1.52% |
| Holdings | 509 | 202 |
| YTD Return | +0.04% | +5.79%Best |
| 1Y Return | - | +3.42% |
| 3Y Return (annualized) | - | +9.84% |
| 5Y Return (annualized) | - | +5.65% |
| Top 10 Weight | 38.1% | 22.7%Best |
| Fund Family | Dimensional | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 4, 2026 | Aug 24, 2016 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
DLCU vs HUSV 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.
DLCU vs HUSV Performance
DFA US Large Company ETF (DLCU) is an ETF from Dimensional and First Trust Horizon Managed Volatility Domestic ETF (HUSV) is an ETF from First Trust Portfolios (US). Year to date, DLCU is up 0.04% versus a gain of 5.79% for HUSV.
Past performance does not guarantee future results.
Fees and Cost Over Time
DLCU charges 0.06% per year while HUSV charges 0.70%. On a $10,000 position that is $6 vs $70 annually, a gap of $64 per year that compounds over a long holding period. On income, DLCU currently yields 0.17% against 1.52% for HUSV.
Holdings Overlap
32.9% of DLCU's money is in holdings HUSV also owns. 98.0% of HUSV's money is in holdings DLCU also owns.
Most of HUSV is already inside DLCU. Owning both mostly buys the same companies twice.
98 positions in common, counted across the 505 positions we hold weights for in DLCU and 101 in HUSV, against full books of 509 and 202.
What only one of them owns
Our book lists 1 positions for HUSV that do not appear in our book for DLCU (0.3% of the fund), and 395 for DLCU that do not appear in HUSV (66.3%).
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 DLCU | Weight in HUSV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.98% | 1.94% | 6.04% |
| AAPLApple, Inc | 7.33% | 2.27% | 5.06% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.44% | 2.56% | 1.12% |
| REGRegency Centers Corp. | 0.02% | 2.49% | 2.47% |
| LLoews Corp | 0.03% | 2.39% | 2.36% |
| AFLAflac Inc. | 0.08% | 2.30% | 2.22% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.67% | 1.70% | 1.03% |
| MSIMotorola Solutions, Inc | 0.12% | 2.23% | 2.11% |
| FRTFederal Realty Investment Trust | 0.01% | 2.33% | 2.32% |
| ORealty Income Corp. | 0.09% | 2.16% | 2.07% |
98.0% of HUSV 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, DLCU or HUSV?
DLCU has an expense ratio of 0.06% while HUSV charges 0.70%. DLCU is the cheaper option, by $64 a year on a $10,000 investment.
What is the holdings overlap between DLCU and HUSV?
98.0% of HUSV's money is in holdings DLCU also owns. 98.0% of HUSV's is in holdings DLCU also owns. They hold 98 positions in common, counted across the 505 positions we hold weights for in DLCU and 101 in HUSV.
Which pays a higher dividend, DLCU or HUSV?
DLCU yields 0.17% while HUSV yields 1.52%, so HUSV currently pays the higher dividend yield.
Is HUSV better than DLCU?
DLCU has a lower expense ratio. HUSV is less concentrated, with 22.7% 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.