DLCU vs POWA

DLCU vs POWA

Which is better, DLCU or POWA?

DLCU costs less.

DLCU has a lower expense ratio. POWA is less concentrated, with 22.9% of the fund in its ten largest positions against 38.1%.

Lower Fees: DLCULess Concentrated: POWA

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

MetricDLCUPOWA
Expense Ratio0.06%Best0.40%
AUM$14.7B$162M
Dividend Yield0.17%0.98%
Holdings509106
YTD Return+0.04%Best-0.75%
1Y Return--0.04%
3Y Return (annualized)-+10.97%
5Y Return (annualized)-+6.65%
Top 10 Weight38.1%22.9%Best
Fund FamilyDimensionalInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 4, 2026Dec 15, 2006

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

DLCU vs POWA 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 VTIPOWA against:POWA vs VXUS

DLCU vs POWA Performance

DFA US Large Company ETF (DLCU) is an ETF from Dimensional and Invesco Bloomberg Pricing Power ETF (POWA) is an ETF from Invesco (US). Year to date, DLCU is up 0.04% versus a loss of 0.75% for POWA.

Past performance does not guarantee future results.

Fees and Cost Over Time

DLCU charges 0.06% per year while POWA charges 0.40%. On a $10,000 position that is $6 vs $40 annually, a gap of $34 per year that compounds over a long holding period. On income, DLCU currently yields 0.17% against 0.98% for POWA.

Holdings Overlap

DLCU already in POWA11.0%
POWA already in DLCU88.2%

11.0% of DLCU's money is in holdings POWA also owns. 88.2% of POWA's money is in holdings DLCU also owns.

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

44 positions in common, counted across the 505 positions we hold weights for in DLCU and 51 in POWA, against full books of 509 and 106.

What only one of them owns

Our book lists 7 positions for POWA that do not appear in our book for DLCU (11.8% of the fund), and 449 for DLCU that do not appear in POWA (88.2%).

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 POWADifference
MSFTMicrosoft Corp5.56%2.26%3.30%
KLACKla-tencor0.36%2.34%1.98%
WMTWalmart, Inc.0.72%1.93%1.21%
COSTCostco Wholesale Corp.0.61%2.04%1.43%
KEYSKeysight Technologies Inc.0.09%2.55%2.46%
ACNAccenture Plc0.17%2.30%2.13%
MCKMckesson Corp.0.16%2.24%2.08%
NXPINxp Semiconductors Nv Sedol B505Pn70.09%2.29%2.20%
ISRGIntuitive Surgical Inc.0.20%2.09%1.89%
PWRQuanta Services Inc0.15%2.12%1.97%

88.2% of POWA 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.

DLCUPOWA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DLCU or POWA?

DLCU has an expense ratio of 0.06% while POWA charges 0.40%. DLCU is the cheaper option, by $34 a year on a $10,000 investment.

What is the holdings overlap between DLCU and POWA?

88.2% of POWA's money is in holdings DLCU also owns. 88.2% of POWA's is in holdings DLCU also owns. They hold 44 positions in common, counted across the 505 positions we hold weights for in DLCU and 51 in POWA.

Which pays a higher dividend, DLCU or POWA?

DLCU yields 0.17% while POWA yields 0.98%, so POWA currently pays the higher dividend yield.

Is POWA better than DLCU?

DLCU has a lower expense ratio. POWA is less concentrated, with 22.9% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.