DLCU vs INFO

DLCU vs INFO

Which is better, DLCU or INFO?

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 42.4%.

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

MetricDLCUINFO
Expense Ratio0.06%Best0.35%
AUM$14.7B$956M
Dividend Yield0.17%0.31%
Holdings509270
YTD Return+0.04%+15.29%Best
1Y Return-+19.78%
Top 10 Weight38.1%Best42.4%
Fund FamilyDimensionalHarbor Funds
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 4, 2026Oct 8, 2024

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

DLCU vs INFO 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 VTIINFO against:INFO vs VXUS

DLCU vs INFO Performance

DFA US Large Company ETF (DLCU) is an ETF from Dimensional and Harbor PanAgora Dynamic Large Cap Core ETF (INFO) is an ETF from Harbor Funds. Year to date, DLCU is up 0.04% versus a gain of 15.29% for INFO.

Past performance does not guarantee future results.

Fees and Cost Over Time

DLCU charges 0.06% per year while INFO 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 0.31% for INFO.

Holdings Overlap

DLCU already in INFO64.1%
INFO already in DLCU90.1%

64.1% of DLCU's money is in holdings INFO also owns. 90.1% of INFO's money is in holdings DLCU also owns.

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

113 positions in common, counted across the 505 positions we hold weights for in DLCU and 151 in INFO, against full books of 509 and 270.

What only one of them owns

Our book lists 34 positions for INFO that do not appear in our book for DLCU (9.7% of the fund), and 381 for DLCU that do not appear in INFO (35.2%).

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 INFODifference
NVDANvidia Corp7.98%9.16%1.18%
AAPLApple, Inc7.33%7.87%0.54%
MSFTMicrosoft Corp5.56%5.94%0.38%
GOOGLAlphabet Inc3.00%5.83%2.83%
AMZNAmazon.Com Inc3.81%3.37%0.44%
METAMeta Platforms Inc2.16%2.66%0.50%
AVGOBroadcom Inc2.60%2.00%0.60%
MUMicron Technology, Inc.1.66%2.03%0.37%
LLYEli Lilly & Co.1.35%1.80%0.45%
AMDAdvanced Micro Devices Inc1.27%1.74%0.47%

90.1% of INFO 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.

DLCUINFO

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Frequently Asked Questions

Which is cheaper, DLCU or INFO?

DLCU has an expense ratio of 0.06% while INFO 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 INFO?

90.1% of INFO's money is in holdings DLCU also owns. 90.1% of INFO's is in holdings DLCU also owns. They hold 113 positions in common, counted across the 505 positions we hold weights for in DLCU and 151 in INFO.

Which pays a higher dividend, DLCU or INFO?

DLCU yields 0.17% while INFO yields 0.31%, so INFO currently pays the higher dividend yield.

Is INFO 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 42.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.