DLCU vs USMC
DFA US Large Company ETF vs Principal U.S. Mega-Cap ETF
Which is better, DLCU or USMC?
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 55.3%.
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 | USMC |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.12% |
| AUM | $14.5B | $5.1B |
| Dividend Yield | 0.00% | 0.74% |
| Holdings | 509 | 58 |
| YTD Return | +1.20% | +15.26%Best |
| 1Y Return | - | +15.73% |
| 3Y Return (annualized) | - | +22.70% |
| 5Y Return (annualized) | - | +15.40% |
| Top 10 Weight | 38.1%Best | 55.3% |
| Fund Family | Dimensional | Principal Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 4, 2026 | Oct 11, 2017 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
DLCU vs USMC 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 USMC Performance
DFA US Large Company ETF (DLCU) is an ETF from Dimensional and Principal U.S. Mega-Cap ETF (USMC) is an ETF from Principal Funds. Year to date, DLCU is up 1.20% versus a gain of 15.26% for USMC.
Past performance does not guarantee future results.
Fees and Cost Over Time
DLCU charges 0.06% per year while USMC charges 0.12%. On a $10,000 position that is $6 vs $12 annually, a gap of $6 per year that compounds over a long holding period. On income, DLCU currently yields 0.00% against 0.74% for USMC.
Holdings Overlap
49.4% of DLCU's money is in holdings USMC also owns. 99.7% of USMC's money is in holdings DLCU also owns.
Most of USMC is already inside DLCU. Owning both mostly buys the same companies twice.
26 positions in common, counted across the 505 positions we hold weights for in DLCU and 27 in USMC, against full books of 509 and 58.
What only one of them owns
Our book lists 1 positions for USMC that do not appear in our book for DLCU (0.2% of the fund), and 467 for DLCU that do not appear in USMC (49.8%).
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
| Stock | Weight in DLCU | Weight in USMC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.98% | 7.99% | 0.01% |
| AAPLApple, Inc | 7.33% | 7.40% | 0.07% |
| MSFTMicrosoft Corp | 5.56% | 5.55% | 0.01% |
| MUMicron Technology, Inc. | 1.66% | 7.18% | 5.52% |
| GOOGLAlphabet Inc,class A | 3.00% | 5.33% | 2.33% |
| AMZNAmazon.Com Inc | 3.81% | 3.77% | 0.04% |
| AVGOBroadcom Inc | 2.60% | 4.44% | 1.84% |
| METAMeta Platforms Inc | 2.16% | 3.92% | 1.76% |
| JPMJpmorgan Chase | 1.43% | 4.65% | 3.22% |
| VVisa Inc Class A | 0.95% | 4.54% | 3.59% |
99.7% of USMC 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 USMC?
DLCU has an expense ratio of 0.06% while USMC charges 0.12%. DLCU is the cheaper option, by $6 a year on a $10,000 investment.
What is the holdings overlap between DLCU and USMC?
99.7% of USMC's money is in holdings DLCU also owns. 99.7% of USMC's is in holdings DLCU also owns. They hold 26 positions in common, counted across the 505 positions we hold weights for in DLCU and 27 in USMC.
Which pays a higher dividend, DLCU or USMC?
DLCU yields 0.00% while USMC yields 0.74%, so USMC currently pays the higher dividend yield.
Is USMC 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 55.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.