DLCU vs XLSR
DFA US Large Company ETF vs State Street US Sector Rotation ETF
Which is better, DLCU or XLSR?
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 85.3%.
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 | XLSR |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.70% |
| AUM | $14.7B | $1.1B |
| Dividend Yield | 0.17% | 0.45% |
| Holdings | 509 | 26 |
| YTD Return | +0.04% | +7.62%Best |
| 1Y Return | - | +12.95% |
| 3Y Return (annualized) | - | +17.39% |
| 5Y Return (annualized) | - | +9.72% |
| Top 10 Weight | 38.1%Best | 85.3% |
| Fund Family | Dimensional | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 4, 2026 | Apr 2, 2019 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
DLCU vs XLSR 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 XLSR Performance
DFA US Large Company ETF (DLCU) is an ETF from Dimensional and State Street US Sector Rotation ETF (XLSR) is an ETF from State Street Investment Management. Year to date, DLCU is up 0.04% versus a gain of 7.62% for XLSR.
Past performance does not guarantee future results.
Fees and Cost Over Time
DLCU charges 0.06% per year while XLSR charges 0.70%. On a $10,000 position that is $6 vs $70 annually, a gap of $64 per year that compounds over a long holding period. On income, DLCU currently yields 0.17% against 0.45% for XLSR.
Holdings Overlap
41.9% of DLCU's money is in holdings XLSR also owns. 28.3% of XLSR's money is in holdings DLCU also owns.
The two portfolios partly overlap.
17 positions in common, counted across the 505 positions we hold weights for in DLCU and 25 in XLSR, against full books of 509 and 26.
What only one of them owns
Measured across the 505 and 25 positions we hold weights for.
DLCU holds 476 positions XLSR does not, 57.3% of the fund.
Largest: BRK.B 1.44%, JPM 1.43%, LLY 1.35%, JNJ 0.97%, V 0.95%
Top Shared Holdings
| Stock | Weight in DLCU | Weight in XLSR | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.98% | 4.47% | 3.51% |
| AAPLApple, Inc | 7.33% | 4.12% | 3.21% |
| MSFTMicrosoft Corp | 5.56% | 2.98% | 2.58% |
| GOOGLAlphabet Inc | 3.00% | 5.17% | 2.17% |
| GOOGAlphabet Inc. C | 2.41% | 4.02% | 1.61% |
| METAMeta Platforms Inc | 2.16% | 3.03% | 0.87% |
| AMZNAmazon.Com Inc | 3.81% | 0.95% | 2.86% |
| AVGOBroadcom Inc | 2.60% | 1.41% | 1.19% |
| MUMicron Technology, Inc. | 1.66% | 0.62% | 1.04% |
| TSLATesla Inc | 1.56% | 0.02% | 1.54% |
41.9% of DLCU is already inside XLSR.
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 XLSR?
DLCU has an expense ratio of 0.06% while XLSR charges 0.70%. DLCU is the cheaper option, by $64 a year on a $10,000 investment.
What is the holdings overlap between DLCU and XLSR?
41.9% of DLCU's money is in holdings XLSR also owns. 28.3% of XLSR's is in holdings DLCU also owns. They hold 17 positions in common, counted across the 505 positions we hold weights for in DLCU and 25 in XLSR.
Which pays a higher dividend, DLCU or XLSR?
DLCU yields 0.17% while XLSR yields 0.45%, so XLSR currently pays the higher dividend yield.
Is XLSR 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 85.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.