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DUSG vs LITL

U.S. Small Cap Growth Portfolio: ETF Class Shares

DUSGANasdaq

Simplify Piper Sandler US Small-Cap PLUS Income ETF

LITLDNYSE Arca

Overlap

Expense ratio

DUSG −0.57pt a year

DUSG0.33%LITL0.90%

Avg volume · 30D

DUSG 3.1×the volume

DUSG5.5KLITL1.77K

DUSG vs LITL Performance

Jul 31, 2026 – Oct 30, 2026

−1.7%DUSG+1.9%LITL

Jul 31, 2026 to Oct 30, 2026. DUSG −1.7%. LITL +1.9%. Use the arrow keys to read each point.−4%0%4%Jul 2026Sep 2026Oct 2026
Expense ratio
DUSG 0.33%, better
LITL 0.90%
Fund size
DUSG $1.94B
LITL $6M
1Y total return
DUSG No data
LITL +23.2%
Yield (12M)
DUSG No data
LITL 2.72%
Holdings
DUSG 585
LITL 185
Avg volume (30D)
DUSG 5.5K sh, better
LITL 1.77K sh
NAV per share
DUSG $50.92
LITL $33.84
52W range

ETF.net Grade

DUSG: Cost 85, Risk 61, Mission not scored, Tradability 61, Holdings 79, Durability 93. LITL: Cost 5, Risk 70, Mission not scored, Tradability 12, Holdings 66, Durability 28.
Pillar letters and Scores for DUSG, LITL, with each pillar’s weight
PillarDUSGLITL
Cost30% weightA85HigherF5
Mission25% weightNot scoredNot scored
Risk15% weightB61A70Higher
Tradability15% weightB61HigherF12
Holdings10% weightA79HigherB66
Durability5% weightA93HigherD28

Rank among US Active Small-Cap funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. DUSG and LITL are both graded against the same 39 US Active Small-Cap funds, so their Grades compare head to head.

US Active Small-Cap⁠

Category · 39 funds
See all 39 ›

DUSG ranks 4th and LITL 30th of 39 funds in the US Active Small-Cap Category.

  1. Rank 1AAVSCAvantis U.S. Small Cap Equity ETFScore 88
  2. Rank 2AFESMFidelity Enhanced Small Cap ETFScore 85
  3. Rank 3ADFSVU.S. Small Cap Value Portfolio ETF Class SharesScore 82
  4. Rank 4ADUSGU.S. Small Cap Growth Portfolio: ETF Class SharesScore 75
  5. Rank 5ABSVOEA Bridgeway Omni Small-Cap Value ETFScore 70
  6. Rank 30DALILArgent Focused Small Cap ETFScore 29
  7. Rank 30DLITLSimplify Piper Sandler US Small-Cap PLUS Income ETFScore 29
  8. Rank 30DSGRWHarbor Active Small Cap Growth ETF (SGRW)Score 29

Our read on each fund

ETF.net Research

DUSGAU.S. Small Cap Growth Portfolio: ETF Class Shares

LITLDSimplify Piper Sandler US Small-Cap PLUS Income ETF

In short

DUSG A Dimensional small-cap growth strategy that finally got a ticker. DUSG is an exchange-traded share class of a portfolio running since 2012, screening small US companies for high profitability and cheaper relative price.

LITL Most equity income funds sell calls on the stocks they own and cap their own upside. LITL sells put spreads on outside indices instead, bolting an income engine onto an actively rotated basket of about 200 US small caps.

Stated mandate

DUSG The Portfolio seeks long-term capital appreciation.

LITL LITL seeks capital appreciation and income through an actively managed opportunistic strategy paired with a risk-managed income-generating options strategy.

Why people hold it

  • DUSG Not a startup fund with a launch-day portfolio. The underlying strategy has run since 2012, and the ETF class is a new door into the same book of stocks.businesswire.com
  • The screen does two jobs at once: small-cap growth companies, filtered for high profitability and lower relative price, instead of whatever the index says is popular.dimensional.com
  • 0.33% a year for a systematically managed factor strategy, sitting right around the middle of the multifactor pack rather than at the premium end.
  • Broad and diversified by design, holding a wide sweep of US small caps in a billion-dollar-plus portfolio, not a handful of high-conviction names.dimensional.com
  • LITL The overlay sells put spreads on outside equity, bond and commodity indices or ETFs, so premium income is generated without writing calls against the fund's own stock sleeve.simplify.ussimplify.us 2
  • Piper Sandler's model picks the 3-4 style factors (value, profitability, earnings growth and similar) it reads as favorable for the current business cycle, then reranks the universe.simplify.us
  • Starts from roughly 2,000 small caps, screens out the most illiquid names, and lands on about 200 holdings. Liquidity screening matters more down here than in large caps.simplify.us

Worth knowing

  • DUSG It trades thinly. Light volume can mean wider gaps between the bid and the ask than you get with the household-name index ETFs.
  • Distributions land once or twice a year, not monthly. The stated job here is long-term capital appreciation, not a paycheck.
  • Fair pricing, not bargain pricing: broad US growth exposure in the same peer group costs far less (IUSG, 0.04%), minus the small-cap and profitability screens.
  • LITL 0.91% a year sits well above the active US small-cap median near 0.5%, and several times what systematic peers like AVUV and AVSC charge at 0.25%.
  • A 2025 launch that is still small and thinly traded, so bid-ask spreads can be wide and the live record is short.
  • Income comes from option premium rather than dividends, so payouts are irregular, and short put spreads can take losses in a sharp selloff alongside the small-cap sleeve.simplify.ussimplify.us 2

Full DUSG profile⁠

Full LITL profile⁠

DUSG vs LITL 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.

DUSG vs LITL Cost

Overpaying LITL vs DUSG

$10,303

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • DUSG 0.33%

    $6,737

  • LITL 0.90%

    $17,040

$10,000
30 years

Cost over time

  • DUSG 0.33%
  • LITL 0.90%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530LITL $17,040DUSG $6,737

Year by year

YearDUSGLITLOverpaying
10$598$1,593$995
20$2,318$6,015$3,697
30$6,737$17,040$10,303

Expense ratio

  • 0.33%DUSG, cheaper
  • 0.90%LITL
  • Middle half of US Active Small-Cap funds
  • Median 0.55%

DUSG 7th cheapest of 39 funds

LITL 37th cheapest of 39 funds

DUSG vs LITL Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
DUSG No data
LITL 2.72%
Payout (12M)
DUSG No data
LITL $0.92
Last payment
DUSG $0.07
LITL $0.15
Ex-dividend
DUSG Sep 29, 2026
LITL Oct 27, 2026
Paid on
DUSG Oct 1, 2026
LITL Oct 30, 2026
Frequency
DUSG Quarterly
LITL Monthly

Distribution history

Per share, 2025 to 2026, same scale for both

DUSGQuarterly · 2 paymentsAll DUSG payments⁠
One bar per payment. 2 payments from 2025 to 2026 YTD. Jun 29, 2026 $0.07; Sep 29, 2026 $0.07. Use the arrow keys to read each point.$0$0.252026YTD
LITLMonthly · 12 paymentsAll LITL payments⁠
One bar per payment. 12 payments from 2025 to 2026 YTD. Sep 25, 2025 $0.05; Dec 23, 2025 $0.24; Jan 27, 2026 $0.05; Feb 24, 2026 $0.05; Mar 26, 2026 $0.05; Apr 27, 2026 $0.05; May 26, 2026 $0.05; Jun 25, 2026 $0.05; Jul 28, 2026 $0.05; Aug 26, 2026 $0.08; Sep 25, 2026 $0.10; Oct 27, 2026 $0.15. Use the arrow keys to read each point.$0$0.252026YTD

DUSG vs LITL Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
DUSG No dataLITL 14.8%since May 2025
Return per unit of riskSharpe ratio, 3 years
DUSG No dataLITL 1.34since May 2025
Worst fallMax drawdown, 5 years
DUSG No dataLITL −9.4%since Apr 2025
Market sensitivityBeta, 5 years
DUSG 1.05LITL 0.69

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