DLCU vs LCDS
DFA US Large Company ETF vs JPMorgan Fundamental Data Science Large Core ETF
Which is better, DLCU or LCDS?
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 44.3%.
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 | LCDS |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.30% |
| AUM | $14.7B | $17M |
| Dividend Yield | 0.17% | 0.86% |
| Holdings | 509 | 230 |
| YTD Return | +0.44% | +13.80%Best |
| 1Y Return | - | +18.10% |
| Top 10 Weight | 38.1%Best | 44.3% |
| Fund Family | Dimensional | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 4, 2026 | Aug 7, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
DLCU vs LCDS 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 LCDS Performance
DFA US Large Company ETF (DLCU) is an ETF from Dimensional and JPMorgan Fundamental Data Science Large Core ETF (LCDS) is an ETF from J.P. Morgan Asset Management. Year to date, DLCU is up 0.44% versus a gain of 13.80% for LCDS.
Past performance does not guarantee future results.
Fees and Cost Over Time
DLCU charges 0.06% per year while LCDS charges 0.30%. On a $10,000 position that is $6 vs $30 annually, a gap of $24 per year that compounds over a long holding period. On income, DLCU currently yields 0.17% against 0.86% for LCDS.
Holdings Overlap
62.2% of DLCU's money is in holdings LCDS also owns. 97.2% of LCDS's money is in holdings DLCU also owns.
Most of LCDS is already inside DLCU. Owning both mostly buys the same companies twice.
103 positions in common, counted across the 505 positions we hold weights for in DLCU and 113 in LCDS, against full books of 509 and 230.
What only one of them owns
Our book lists 9 positions for LCDS that do not appear in our book for DLCU (2.3% of the fund), and 390 for DLCU that do not appear in LCDS (37.0%).
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 LCDS | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.98% | 9.22% | 1.24% |
| AAPLApple, Inc | 7.33% | 7.46% | 0.13% |
| MSFTMicrosoft Corp | 5.56% | 6.60% | 1.04% |
| AMZNAmazon.Com Inc | 3.81% | 4.19% | 0.38% |
| GOOGLAlphabet Inc | 3.00% | 4.95% | 1.95% |
| METAMeta Platforms Inc | 2.16% | 3.02% | 0.86% |
| AVGOBroadcom Inc | 2.60% | 2.34% | 0.26% |
| MUMicron Technology, Inc. | 1.66% | 2.67% | 1.01% |
| AMDAdvanced Micro Devices Inc | 1.27% | 1.71% | 0.44% |
| XOMExxonmobil Corp. | 1.03% | 1.88% | 0.85% |
97.2% of LCDS 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 LCDS?
DLCU has an expense ratio of 0.06% while LCDS charges 0.30%. DLCU is the cheaper option, by $24 a year on a $10,000 investment.
What is the holdings overlap between DLCU and LCDS?
97.2% of LCDS's money is in holdings DLCU also owns. 97.2% of LCDS's is in holdings DLCU also owns. They hold 103 positions in common, counted across the 505 positions we hold weights for in DLCU and 113 in LCDS.
Which pays a higher dividend, DLCU or LCDS?
DLCU yields 0.17% while LCDS yields 0.86%, so LCDS currently pays the higher dividend yield.
Is LCDS 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 44.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.