DLCU vs WLTG
DFA US Large Company ETF vs WealthTrust DBS Long Term Growth ETF
Which is better, DLCU or WLTG?
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 46.5%.
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 | WLTG |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.74% |
| AUM | $14.7B | $77M |
| Dividend Yield | 0.17% | 4.08% |
| Holdings | 509 | 87 |
| YTD Return | +0.04% | +7.96%Best |
| 1Y Return | - | +13.35% |
| 3Y Return (annualized) | - | +22.48% |
| Top 10 Weight | 38.1%Best | 46.5% |
| Fund Family | Dimensional | WealthTrust Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 4, 2026 | Dec 6, 2021 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
DLCU vs WLTG 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 WLTG Performance
DFA US Large Company ETF (DLCU) is an ETF from Dimensional and WealthTrust DBS Long Term Growth ETF (WLTG) is an ETF from WealthTrust Asset Management. Year to date, DLCU is up 0.04% versus a gain of 7.96% for WLTG.
Past performance does not guarantee future results.
Fees and Cost Over Time
DLCU charges 0.06% per year while WLTG charges 0.74%. On a $10,000 position that is $6 vs $74 annually, a gap of $68 per year that compounds over a long holding period. On income, DLCU currently yields 0.17% against 4.08% for WLTG.
Holdings Overlap
38.2% of DLCU's money is in holdings WLTG also owns. 58.6% of WLTG's money is in holdings DLCU also owns.
The two portfolios partly overlap.
28 positions in common, counted across the 505 positions we hold weights for in DLCU and 41 in WLTG, against full books of 509 and 87.
What only one of them owns
Our book lists 12 positions for WLTG that do not appear in our book for DLCU (36.9% of the fund), and 466 for DLCU that do not appear in WLTG (61.1%).
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 WLTG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.98% | 4.25% | 3.73% |
| AAPLApple, Inc | 7.33% | 1.67% | 5.66% |
| MSFTMicrosoft Corp | 5.56% | 2.05% | 3.51% |
| AMZNAmazon.Com Inc | 3.81% | 2.93% | 0.88% |
| METAMeta Platforms Inc | 2.16% | 3.87% | 1.71% |
| GOOGLAlphabet Inc | 3.00% | 2.39% | 0.61% |
| LLYEli Lilly & Co. | 1.35% | 3.53% | 2.18% |
| AVGOBroadcom Inc | 2.60% | 1.91% | 0.69% |
| MUMicron Technology, Inc. | 1.66% | 2.78% | 1.12% |
| BKBank Of New York Mellon Corp | 0.17% | 2.91% | 2.74% |
58.6% of WLTG 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 WLTG?
DLCU has an expense ratio of 0.06% while WLTG charges 0.74%. DLCU is the cheaper option, by $68 a year on a $10,000 investment.
What is the holdings overlap between DLCU and WLTG?
58.6% of WLTG's money is in holdings DLCU also owns. 58.6% of WLTG's is in holdings DLCU also owns. They hold 28 positions in common, counted across the 505 positions we hold weights for in DLCU and 41 in WLTG.
Which pays a higher dividend, DLCU or WLTG?
DLCU yields 0.17% while WLTG yields 4.08%, so WLTG currently pays the higher dividend yield.
Is WLTG 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 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.