DLCU vs IVV
DFA US Large Company ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | DLCU | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.03% | |
| AUM | $14.7B | $886.7B | |
| Dividend Yield | - | 1.10% | |
| Holdings | 505 | 508 | |
| YTD Return | -0.44% | +12.92% | |
| 1Y Return | - | +21.22% | |
| 3Y Return (annualized) | - | +20.95% | |
| 5Y Return (annualized) | - | +12.76% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -1.9% | -56.5% | |
| Fund Family | Dimensional | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Aug 4, 2026 | May 15, 2000 |
DLCU vs IVV Performance
DFA US Large Company ETF (DLCU) is a ETF from Dimensional and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, DLCU is down 0.44% versus a gain of 12.92% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.9% for DLCU and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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.
Holdings Overlap
DLCU and IVV share 485 holdings out of 525 unique holdings combined, representing a 92.5% weight overlap.
High overlap means holding both may not provide much additional diversification.
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. On a $10,000 investment, that is $3 per year of difference.
What is the holdings overlap between DLCU and IVV?
DLCU and IVV share 485 common holdings with a 92.5% weight overlap. Combined, they hold 525 unique securities.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.