DLCU vs NUDG

DLCU vs NUDG

Which is better, DLCU or NUDG?

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 42.3%.

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

MetricDLCUNUDG
Expense Ratio0.06%Best0.61%
AUM$14.7B$6.2B
Dividend Yield0.17%0.50%
Holdings50943
YTD Return+0.04%+2.67%Best
Top 10 Weight38.1%Best42.3%
Fund FamilyDimensionalNuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 4, 2026Jun 2, 2026

Not shown on this pair: 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

DLCU vs NUDG 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 VTINUDG against:NUDG vs VXUS

DLCU vs NUDG Performance

DFA US Large Company ETF (DLCU) is an ETF from Dimensional and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, DLCU is up 0.04% versus a gain of 2.67% for NUDG.

Past performance does not guarantee future results.

Fees and Cost Over Time

DLCU charges 0.06% per year while NUDG charges 0.61%. On a $10,000 position that is $6 vs $61 annually, a gap of $55 per year that compounds over a long holding period. On income, DLCU currently yields 0.17% against 0.50% for NUDG.

Holdings Overlap

DLCU already in NUDG29.4%
NUDG already in DLCU93.0%

29.4% of DLCU's money is in holdings NUDG also owns. 93.0% of NUDG's money is in holdings DLCU also owns.

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

40 positions in common, counted across the 505 positions we hold weights for in DLCU and 42 in NUDG, against full books of 509 and 43.

What only one of them owns

Our book lists 1 positions for NUDG that do not appear in our book for DLCU (1.6% of the fund), and 453 for DLCU that do not appear in NUDG (69.8%).

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 NUDGDifference
AAPLApple, Inc7.33%6.37%0.96%
MSFTMicrosoft Corp5.56%7.67%2.11%
AVGOBroadcom Inc2.60%5.11%2.51%
GOOGAlphabet Inc. C2.41%3.68%1.27%
JPMJpmorgan Chase1.43%3.72%2.29%
APHAmphenol Corp. Class A0.31%3.83%3.52%
MAMastercard Inc0.70%2.54%1.84%
XOMExxonmobil Holdings Corp Common Stock Usd1.03%2.01%0.98%
LINLinde Plc Ordinary Shares0.32%2.45%2.13%
NEENextera Energy Inc0.26%2.43%2.17%

93.0% of NUDG 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.

DLCUNUDG

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Frequently Asked Questions

Which is cheaper, DLCU or NUDG?

DLCU has an expense ratio of 0.06% while NUDG charges 0.61%. DLCU is the cheaper option, by $55 a year on a $10,000 investment.

What is the holdings overlap between DLCU and NUDG?

93.0% of NUDG's money is in holdings DLCU also owns. 93.0% of NUDG's is in holdings DLCU also owns. They hold 40 positions in common, counted across the 505 positions we hold weights for in DLCU and 42 in NUDG.

Which pays a higher dividend, DLCU or NUDG?

DLCU yields 0.17% while NUDG yields 0.50%, so NUDG currently pays the higher dividend yield.

Is NUDG 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 42.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.