DLCU vs VYM

DLCU vs VYM

Which is better, DLCU or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 35.7%.

Lower Fees: VYMLess Concentrated: VYM

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

MetricDLCUVYM
Expense Ratio0.06%0.04%Best
AUM$14.5B$81.6B
Dividend Yield-2.22%
Holdings505613
YTD Return+0.64%+10.96%Best
1Y Return-+15.42%
3Y Return (annualized)-+17.78%
5Y Return (annualized)-+12.05%
Top 10 Weight35.7%26.1%Best
Fund FamilyDimensionalVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionAug 4, 2026Nov 10, 2006

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

DLCU vs VYM 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 VYM Performance

DFA US Large Company ETF (DLCU) is an ETF from Dimensional and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, DLCU is up 0.64% versus a gain of 10.96% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

DLCU charges 0.06% per year while VYM charges 0.04%. On a $10,000 position that is $6 vs $4 annually, a gap of $2 per year that compounds over a long holding period.

Holdings Overlap

DLCU already in VYM32.8%
VYM already in DLCU88.8%

32.8% of DLCU's money is in holdings VYM also owns. 88.8% of VYM's money is in holdings DLCU also owns.

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

245 positions in common, counted across the 505 positions we hold weights for in DLCU and 557 in VYM, against full books of 505 and 613.

What only one of them owns

Our book lists 284 positions for VYM that do not appear in our book for DLCU (8.6% of the fund), and 247 for DLCU that do not appear in VYM (66.2%).

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 VYMDifference
AVGOBroadcom Inc2.72%7.35%4.63%
JPMJpmorgan Chase1.33%3.82%2.49%
XOMExxonmobil Holdings Corp Common Stock Usd0.86%2.63%1.77%
JNJJohnson & Johnson - Common0.93%2.51%1.58%
CSCOCisco Systems Inc. - Ordinary Shares0.71%1.86%1.15%
ABBVAbbvie Inc.0.68%1.80%1.12%
CATCaterpillar, Inc.0.75%1.50%0.75%
BACBank of America Corp.: Financials0.57%1.66%1.09%
UNHUnitedhealth Group Incorporated0.57%1.52%0.95%
CVXChevron Corp0.47%1.48%1.01%

88.8% of VYM 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.

DLCUVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DLCU or VYM?

DLCU has an expense ratio of 0.06% while VYM charges 0.04%. VYM is the cheaper option, by $2 a year on a $10,000 investment.

What is the holdings overlap between DLCU and VYM?

88.8% of VYM's money is in holdings DLCU also owns. 88.8% of VYM's is in holdings DLCU also owns. They hold 245 positions in common, counted across the 505 positions we hold weights for in DLCU and 557 in VYM.

Is VYM better than DLCU?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 35.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.