DLCU vs WBIL
DFA US Large Company ETF vs WBI BullBear Quality 3000 ETF
Which is better, DLCU or WBIL?
DLCU costs less.
DLCU has a lower expense ratio. WBIL is less concentrated, with 23.0% of the fund in its ten largest positions against 38.1%.
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 | WBIL |
|---|---|---|
| Expense Ratio | 0.06%Best | 1.55% |
| AUM | $14.7B | $30M |
| Dividend Yield | 0.17% | 0.04% |
| Holdings | 509 | 142 |
| YTD Return | +0.04% | +14.67%Best |
| 1Y Return | - | +14.68% |
| 3Y Return (annualized) | - | +10.76% |
| 5Y Return (annualized) | - | +6.30% |
| Top 10 Weight | 38.1% | 23.0%Best |
| Fund Family | Dimensional | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 4, 2026 | Aug 25, 2014 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
DLCU vs WBIL 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 WBIL Performance
DFA US Large Company ETF (DLCU) is an ETF from Dimensional and WBI BullBear Quality 3000 ETF (WBIL) is an ETF from WBI Investments. Year to date, DLCU is up 0.04% versus a gain of 14.67% for WBIL.
Past performance does not guarantee future results.
Fees and Cost Over Time
DLCU charges 0.06% per year while WBIL charges 1.55%. On a $10,000 position that is $6 vs $155 annually, a gap of $149 per year that compounds over a long holding period. On income, DLCU currently yields 0.17% against 0.04% for WBIL.
Holdings Overlap
17.9% of DLCU's money is in holdings WBIL also owns. 84.7% of WBIL's money is in holdings DLCU also owns.
Most of WBIL is already inside DLCU. Owning both mostly buys the same companies twice.
56 positions in common, counted across the 505 positions we hold weights for in DLCU and 64 in WBIL, against full books of 509 and 142.
What only one of them owns
Our book lists 7 positions for WBIL that do not appear in our book for DLCU (12.7% of the fund), and 437 for DLCU that do not appear in WBIL (81.3%).
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 WBIL | Difference |
|---|---|---|---|
| MUMicron Technology, Inc. | 1.66% | 2.38% | 0.72% |
| METAMeta Platform Inc | 2.16% | 1.65% | 0.51% |
| BRK.BBrk/B | 1.44% | 1.92% | 0.48% |
| AMDAdvanced Micro Devices Inc | 1.27% | 1.69% | 0.42% |
| VVisa Inc-class A Shares | 0.95% | 1.94% | 0.99% |
| DELLDell Technologies Inc. | 0.26% | 2.51% | 2.25% |
| AMGNAmgen Inc. | 0.31% | 2.15% | 1.84% |
| ANETArista Networks Inc Common Stock | 0.32% | 2.10% | 1.78% |
| APHAmphenol Corp. Class A | 0.31% | 2.10% | 1.79% |
| SMCISuper Micro Computer Inc Common Stock USD.001 | 0.03% | 2.37% | 2.34% |
84.7% of WBIL 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 WBIL?
DLCU has an expense ratio of 0.06% while WBIL charges 1.55%. DLCU is the cheaper option, by $149 a year on a $10,000 investment.
What is the holdings overlap between DLCU and WBIL?
84.7% of WBIL's money is in holdings DLCU also owns. 84.7% of WBIL's is in holdings DLCU also owns. They hold 56 positions in common, counted across the 505 positions we hold weights for in DLCU and 64 in WBIL.
Which pays a higher dividend, DLCU or WBIL?
DLCU yields 0.17% while WBIL yields 0.04%, so DLCU currently pays the higher dividend yield.
Is WBIL better than DLCU?
DLCU has a lower expense ratio. WBIL is less concentrated, with 23.0% 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.