DLCU vs LDRX
DFA US Large Company ETF vs SGI Enhanced Market Leaders ETF
Which is better, DLCU or LDRX?
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 55.2%.
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 | LDRX |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.59% |
| AUM | $14.7B | $261M |
| Dividend Yield | 0.17% | 0.97% |
| Holdings | 509 | 104 |
| YTD Return | +0.04% | +13.27%Best |
| 1Y Return | - | +16.78% |
| Top 10 Weight | 38.1%Best | 55.2% |
| Fund Family | Dimensional | Summit Global Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 4, 2026 | May 5, 2025 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
DLCU vs LDRX 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 LDRX Performance
DFA US Large Company ETF (DLCU) is an ETF from Dimensional and SGI Enhanced Market Leaders ETF (LDRX) is an ETF from Summit Global Investments. Year to date, DLCU is up 0.04% versus a gain of 13.27% for LDRX.
Past performance does not guarantee future results.
Fees and Cost Over Time
DLCU charges 0.06% per year while LDRX charges 0.59%. On a $10,000 position that is $6 vs $59 annually, a gap of $53 per year that compounds over a long holding period. On income, DLCU currently yields 0.17% against 0.97% for LDRX.
Holdings Overlap
70.5% of DLCU's money is in holdings LDRX also owns. 99.5% of LDRX's money is in holdings DLCU also owns.
Most of LDRX 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 100 in LDRX, against full books of 509 and 104.
What only one of them owns
Measured across the 505 and 100 positions we hold weights for.
DLCU holds 395 positions LDRX does not, 28.7% of the fund.
Largest: GOOG 2.41%, PM 0.45%, KLAC 0.36%, CRWD 0.32%, APH 0.31%
Top Shared Holdings
| Stock | Weight in DLCU | Weight in LDRX | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.98% | 11.55% | 3.57% |
| AAPLApple, Inc | 7.33% | 9.87% | 2.54% |
| MSFTMicrosoft Corp | 5.56% | 7.76% | 2.20% |
| GOOGLAlphabet Inc | 3.00% | 7.61% | 4.61% |
| AMZNAmazon.Com Inc | 3.81% | 5.13% | 1.32% |
| AVGOBroadcom Inc | 2.60% | 3.43% | 0.83% |
| METAMeta Platforms Inc | 2.16% | 3.28% | 1.12% |
| MUMicron Technology, Inc. | 1.66% | 2.53% | 0.87% |
| TSLATesla Inc | 1.56% | 2.00% | 0.44% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.44% | 1.86% | 0.42% |
99.5% of LDRX 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 LDRX?
DLCU has an expense ratio of 0.06% while LDRX charges 0.59%. DLCU is the cheaper option, by $53 a year on a $10,000 investment.
What is the holdings overlap between DLCU and LDRX?
99.5% of LDRX's money is in holdings DLCU also owns. 99.5% of LDRX'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 100 in LDRX.
Which pays a higher dividend, DLCU or LDRX?
DLCU yields 0.17% while LDRX yields 0.97%, so LDRX currently pays the higher dividend yield.
Is LDRX 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 55.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.