DLCU vs SPIN
DFA US Large Company ETF vs State Street US Equity Premium Income ETF
Which is better, DLCU or SPIN?
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 47.1%.
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 | SPIN |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.25% |
| AUM | $14.7B | $47M |
| Dividend Yield | 0.17% | 4.88% |
| Holdings | 509 | 101 |
| YTD Return | +0.04% | +3.68%Best |
| 1Y Return | - | +7.62% |
| Top 10 Weight | 38.1%Best | 47.1% |
| Fund Family | Dimensional | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 4, 2026 | Sep 4, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
DLCU vs SPIN 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 SPIN Performance
DFA US Large Company ETF (DLCU) is an ETF from Dimensional and State Street US Equity Premium Income ETF (SPIN) is an ETF from State Street Investment Management. Year to date, DLCU is up 0.04% versus a gain of 3.68% for SPIN.
Past performance does not guarantee future results.
Fees and Cost Over Time
DLCU charges 0.06% per year while SPIN charges 0.25%. On a $10,000 position that is $6 vs $25 annually, a gap of $19 per year that compounds over a long holding period. On income, DLCU currently yields 0.17% against 4.88% for SPIN.
Holdings Overlap
63.2% of DLCU's money is in holdings SPIN also owns. 97.8% of SPIN's money is in holdings DLCU also owns.
Most of SPIN is already inside DLCU. Owning both mostly buys the same companies twice.
87 positions in common, counted across the 505 positions we hold weights for in DLCU and 96 in SPIN, against full books of 509 and 101.
What only one of them owns
Our book lists 8 positions for SPIN that do not appear in our book for DLCU (1.4% of the fund), and 406 for DLCU that do not appear in SPIN (36.0%).
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 SPIN | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.98% | 9.71% | 1.73% |
| AAPLApple, Inc | 7.33% | 5.97% | 1.36% |
| MSFTMicrosoft Corp | 5.56% | 7.24% | 1.68% |
| AMZNAmazon.Com Inc | 3.81% | 4.93% | 1.12% |
| GOOGLAlphabet Inc | 3.00% | 5.48% | 2.48% |
| AVGOBroadcom Inc | 2.60% | 3.28% | 0.68% |
| METAMeta Platforms Inc | 2.16% | 3.07% | 0.91% |
| MUMicron Technology, Inc. | 1.66% | 2.80% | 1.14% |
| AMDAdvanced Micro Devices Inc | 1.27% | 2.41% | 1.14% |
| JPMJpmorgan Chase | 1.43% | 2.13% | 0.70% |
97.8% of SPIN 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 SPIN?
DLCU has an expense ratio of 0.06% while SPIN charges 0.25%. DLCU is the cheaper option, by $19 a year on a $10,000 investment.
What is the holdings overlap between DLCU and SPIN?
97.8% of SPIN's money is in holdings DLCU also owns. 97.8% of SPIN's is in holdings DLCU also owns. They hold 87 positions in common, counted across the 505 positions we hold weights for in DLCU and 96 in SPIN.
Which pays a higher dividend, DLCU or SPIN?
DLCU yields 0.17% while SPIN yields 4.88%, so SPIN currently pays the higher dividend yield.
Is SPIN 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 47.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.