DLCU vs IVV

DLCU vs IVV

Which is better, DLCU or IVV?

IVV costs less.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricDLCUIVV
Expense Ratio0.06%0.03%Best
AUM$14.5B$882.6B
Dividend Yield0.00%1.06%
Holdings509508
YTD Return+0.09%+13.60%Best
1Y Return-+16.32%
3Y Return (annualized)-+23.81%
5Y Return (annualized)-+14.03%
Top 10 Weight38.1%Tie38.1%Tie
Fund FamilyDimensionaliShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 4, 2026May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

DLCU vs IVV 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 IVV Performance

DFA US Large Company ETF (DLCU) is an ETF from Dimensional and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, DLCU is up 0.09% versus a gain of 13.60% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

DLCU charges 0.06% per year while IVV charges 0.03%. On a $10,000 position that is $6 vs $3 annually, a gap of $3 per year that compounds over a long holding period. On income, DLCU currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

DLCU already in IVV98.5%
IVV already in DLCU98.7%

98.5% of DLCU's money is in holdings IVV also owns. 98.7% of IVV's money is in holdings DLCU also owns.

Most of IVV is already inside DLCU. Owning both mostly buys the same companies twice.

491 positions in common, counted across the 505 positions we hold weights for in DLCU and 505 in IVV, against full books of 509 and 508.

What only one of them owns

Our book lists 9 positions for IVV that do not appear in our book for DLCU (0.5% of the fund), and 5 for DLCU that do not appear in IVV (0.7%).

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

StockWeight in DLCUWeight in IVVDifference
NVDANvidia Corp7.98%8.00%0.02%
AAPLApple, Inc7.33%7.39%0.06%
MSFTMicrosoft Corp5.56%5.57%0.01%
AMZNAmazon.Com Inc3.81%3.80%0.01%
GOOGLAlphabet Inc,class A3.00%3.00%0.00%
AVGOBroadcom Inc2.60%2.59%0.01%
GOOGAlphabet Inc. C2.41%2.40%0.01%
METAMeta Platforms Inc2.16%2.15%0.01%
MUMicron Technology, Inc.1.66%1.66%0.00%
TSLATesla Inc1.56%1.56%0.00%

98.7% of IVV 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.

DLCUIVV

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Frequently Asked Questions

Which is cheaper, DLCU or IVV?

DLCU has an expense ratio of 0.06% while IVV charges 0.03%. IVV is the cheaper option, by $3 a year on a $10,000 investment.

What is the holdings overlap between DLCU and IVV?

98.7% of IVV's money is in holdings DLCU also owns. 98.7% of IVV's is in holdings DLCU also owns. They hold 491 positions in common, counted across the 505 positions we hold weights for in DLCU and 505 in IVV.

Which pays a higher dividend, DLCU or IVV?

DLCU yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than DLCU?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.