SPDvsDLCUETF Comparison
VS
Simplify US Equity PLUS Downside Convexity ETF (SPD) belongs to the Options Strategies segment. Dimensional U.S. Large Company ETF (DLCU) is part of the US Large Cap segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. SPD is more expensive with a Total Expense Ratio (TER) of 0.53%, versus 0.09% for DLCU. Run a side-by-side ETF comparison of SPD and DLCU below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
SPD vs DLCU performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPD DLCU | -2.00%-0.81% | +2.41%n/a | +7.54%n/a | +8.08%n/a | +58.33%n/a | +42.61%n/a |
| Flows | SPD DLCU | -+$2M | -$5M- | -$21M- | -$50K- | -$36M- | -$138M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPD DLCU | +14.60%n/a | +13.47%n/a | +17.17%n/a | +16.35%n/a |
| Max drawdown | SPD DLCU | -4.22%n/a | -11.92%n/a | -14.87%n/a | -26.93%n/a |
| Max drawdown duration | SPD DLCU | 49dn/a | 185dn/a | 98dn/a | 897dn/a |
Trading data
SPD | DLCU | |
Last sale 9/11/2026 at 1:30 PM | $41.99 | $49.55 |
| Previous close 09/10/2026 | $41.64 | $49.12 |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
SPD
is actively managed and doesn’t replicate an indexSPD | DLCU | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
SPD | DLCU | |
|---|---|---|
| Last price | $41.99 | $49.55 |
| 1D performance | +0.86% | +0.88% |
| AuM | $102.82 M | $3.72 M |
| E/R | 0.53% | 0.09% |
Characteristics
SPD | DLCU | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Simplify | Dimensional |
| Benchmark | - | S&P 500 Index |
| N° of holdings | 504 | 501 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 3, 2020 | August 4, 2026 |
| ESG | No | No |
Advertisement
Exposure
Countries
SPD
USA
97.13%
Other
2.87%
DLCU
USA
97.5%
Other
2.5%
Sectors
SPD
Technology
43.02%
Finance
13.47%
Healthcare
8.64%
Consumer Non-Cycl.
8.59%
Industrials
7.53%
Other
18.75%
DLCU
Technology
44.74%
Finance
14.01%
Healthcare
8.98%
Consumer Non-Cycl.
8.94%
Industrials
7.83%
Other
15.5%
Advertisement
Diversification
SPD
Total weight of top 15 holdings out of 15
43.12%
DLCU
Total weight of top 15 holdings out of 15
43.57%
Top 15 holdings
Data as of July 31, 2026
SPD
Apple, Inc.
7.35%
NVIDIA Corp.
7.09%
Microsoft Corp.
5.03%
Amazon.com, Inc.
3.46%
Alphabet, Inc.
2.94%
Broadcom Inc.
2.76%
Alphabet, Inc.
2.37%
USA, Bills 0% 1sep2026, USD (119D)
2.20%
Meta Platforms, Inc.
1.78%
Micron Technology, Inc.
1.48%
JPMorgan Chase & Co.
1.41%
Berkshire Hathaway, Inc.
1.40%
Eli Lilly & Co.
1.37%
Tesla, Inc.
1.31%
Advanced Micro Devices, Inc.
1.19%
DLCU
Apple, Inc.
7.64%
NVIDIA Corp.
7.37%
Microsoft Corp.
5.23%
Amazon.com, Inc.
3.60%
Alphabet, Inc.
3.05%
Broadcom Inc.
2.87%
Alphabet, Inc.
2.46%
Meta Platforms, Inc.
1.85%
Micron Technology, Inc.
1.54%
JPMorgan Chase & Co.
1.47%
Berkshire Hathaway, Inc.
1.46%
Eli Lilly & Co.
1.43%
Tesla, Inc.
1.36%
Advanced Micro Devices, Inc.
1.24%
ExxonMobil Holdings Corp.
1.02%
Frequently asked questions about SPD and DLCU
Which ETF is bigger: SPD or DLCU?
As of September 11, 2026, SPD holds $102.82 M in assets under management (AUM), while DLCU manages $3.72 M.
What sectors do the SPD and DLCU ETFs invest in?
SPD leans toward sectors like Technology, Finance and Healthcare. Meanwhile, DLCU focuses on Technology, Finance and Healthcare.
What are the top holdings of the SPD ETF and DLCU ETF?
SPD top holdings include Apple, Inc., NVIDIA Corp. and Microsoft Corp.. DLCU holds in its top three: Apple, Inc., NVIDIA Corp. and Microsoft Corp..
Which ETF is more diversified: SPD or DLCU?
SPD holds 507 securities with 43.12% of its assets in the top 15. DLCU has 504 securities and a top 15 weight of 43.57%.
Advertisement
Latest news about SPD & DLCU
Advertisement
