USPX ranks 4th and DLCU 12th of 14 funds in the S&P 500 Category.
DLCU vs USPX
USPX −0.06pt a year
0.09%0.03%
USPX 22.9×the volume
2.94K67.3K
DLCU vs USPX Performance
−1.0%−1.3%
- DLCU 0.09%
- USPX 0.03%, better
- DLCU $14.3B
- USPX $2.04B
- DLCU
- USPX +11.2%
- DLCU
- USPX 1.04%
- DLCU 507
- USPX 470
- DLCU 2.94K sh
- USPX 67.3K sh, better
- DLCU $49.03
- USPX $66.00
ETF.net Grade
| Pillar | DLCU | USPX |
|---|---|---|
| Cost | C47 | A84Higher |
| Mission | A98 | |
| Risk | B58Higher | C41 |
| Tradability | C44 | C50Higher |
| Holdings | B56 | B61Higher |
| Durability | B61 | B61 |
Rank among S&P 500 funds
Same Category. DLCU and USPX are both graded against the same 14 S&P 500 funds, so their Grades compare head to head.
Our read on each fund
DLCUC
USPXA
In short
USPX The odd one out in the S&P 500 aisle. Franklin's fund tracks a Morningstar large-cap benchmark instead, for three basis points. Same big-US-stocks job, different scorecard, and a fee that undercuts most of the peer group.
Stated mandate
USPX The fund seeks to provide U.S. equity exposure through an index-based strategy.
Why people hold it
Worth knowing
DLCU vs USPX Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
DLCU vs USPX Cost
Overpaying DLCU vs USPX
$1,260
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
DLCU 0.09%
$1,898
USPX 0.03%
$638
Cost over time
Year by year
| Year | DLCU | USPX | Overpaying |
|---|---|---|---|
| 10 | $165 | $55 | $110 |
| 20 | $646 | $216 | $430 |
| 30 | $1,898 | $638 | $1,260 |
- 0.09%DLCU
- 0.03%USPX, cheaper
- Middle half of S&P 500 funds
- Median 0.09%
USPX 2nd cheapest of 14 funds
DLCU 7th cheapest of 14 funds
DLCU vs USPX Dividends
- DLCU
- USPX 1.04%
- DLCU
- USPX $0.69
- DLCU $0.08
- USPX $0.14
- DLCU Sep 29, 2026
- USPX Sep 18, 2026
- DLCU Oct 1, 2026
- USPX Sep 25, 2026
- DLCU Irregular
- USPX Quarterly
Distribution history
DLCU vs USPX Risk
Fall from peak · 5 years
Risk facts
- Volatility
- DLCU USPX 12.6%
- Return per unit of risk
- DLCU USPX 1.39
- Worst fall
- DLCU USPX −24.6%
- Market sensitivity
- DLCU 1.00USPX 0.93
Popular comparisons
- 0.09% · 0.02%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.03% · 0.02%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.09% · 0.03%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.03% · 0.03%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.09% · 0.03%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.03% · 0.03%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.