DLCU vs LBO
DFA US Large Company ETF vs WHITEWOLF Publicly Listed Private Equity ETF
Which is better, DLCU or LBO?
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 69.2%.
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 | LBO |
|---|---|---|
| Expense Ratio | 0.06%Best | 6.53% |
| AUM | $14.7B | $6M |
| Dividend Yield | 0.17% | 6.27% |
| Holdings | 509 | 40 |
| YTD Return | +0.04%Best | -20.48% |
| 1Y Return | - | -18.75% |
| Top 10 Weight | 38.1%Best | 69.2% |
| Fund Family | Dimensional | White Wolf Capital Advisors |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 4, 2026 | Nov 30, 2023 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
DLCU vs LBO 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 LBO Performance
DFA US Large Company ETF (DLCU) is an ETF from Dimensional and WHITEWOLF Publicly Listed Private Equity ETF (LBO) is an ETF from White Wolf Capital Advisors. Year to date, DLCU is up 0.04% versus a loss of 20.48% for LBO.
Past performance does not guarantee future results.
Fees and Cost Over Time
DLCU charges 0.06% per year while LBO charges 6.53%. On a $10,000 position that is $6 vs $653 annually, a gap of $647 per year that compounds over a long holding period. On income, DLCU currently yields 0.17% against 6.27% for LBO.
Holdings Overlap
0.6% of DLCU's money is in holdings LBO also owns. 34.3% of LBO's money is in holdings DLCU also owns.
The two portfolios partly overlap.
5 positions in common, counted across the 505 positions we hold weights for in DLCU and 38 in LBO, against full books of 509 and 40.
What only one of them owns
Our book lists 31 positions for LBO that do not appear in our book for DLCU (58.6% of the fund), and 488 for DLCU that do not appear in LBO (98.6%).
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.
34.3% of LBO 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 LBO?
DLCU has an expense ratio of 0.06% while LBO charges 6.53%. DLCU is the cheaper option, by $647 a year on a $10,000 investment.
What is the holdings overlap between DLCU and LBO?
34.3% of LBO's money is in holdings DLCU also owns. 34.3% of LBO's is in holdings DLCU also owns. They hold 5 positions in common, counted across the 505 positions we hold weights for in DLCU and 38 in LBO.
Which pays a higher dividend, DLCU or LBO?
DLCU yields 0.17% while LBO yields 6.27%, so LBO currently pays the higher dividend yield.
Is LBO 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 69.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.