DUHP vs ESGD
Comparison between DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP, ETF) and ISHARES ESG AWARE MSCI EAFE ETF (ESGD, ETF).
DUHP vs ESGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DUHP
$12B
ESGD
$12B
Expense Ratio
DUHP
0.20%
ESGD
0.20%
Max Drawdown
Winner
DUHP
20.54%
ESGD
36.32%
Sharpe Ratio
Winner
DUHP
1.04
ESGD
1.04
5Y Beta
DUHP
0.86
Winner
ESGD
0.74
P/E Ratio
DUHP
28.88
ESGD
N/A
Forward P/E
DUHP
21.32
ESGD
N/A
PEG Ratio
DUHP
0.41
ESGD
N/A
5Y Dividends CAGR
DUHP
N/A
ESGD
17.52%
5Y EPS CAGR
DUHP
24.13%
ESGD
N/A
Debt to Equity
DUHP
121.24%
ESGD
N/A
P/S Ratio
DUHP
3.45
ESGD
N/A
P/B Ratio
DUHP
11.93
ESGD
N/A
DUHP vs ESGD - Holdings Comparison
DUHP and ESGD have 1 common holdings. Overlap is -0.04%
DUHP's top 25 holdings weight is 62.61%. ESGD's top 25 holdings weight is 26.81%.
| Rank | DUHP | ESGD |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.43% | ASML HOLDING NV (n/a) - 3.30% |
| #2 | NVIDIA CORP (NVDA) - 7.43% | HSBC HOLDINGS PLC (n/a) - 1.54% |
| #3 | ELI LILLY AND CO (LLY) - 5.15% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.49% |
| #4 | MICROSOFT CORP (MSFT) - 4.30% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.24% |
| #5 | VISA INC CLASS A (V) - 4.11% | SIEMENS AG (n/a) - 1.19% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.93% | SAP SE (n/a) - 1.14% |
| #7 | MICRON TECHNOLOGY INC (MU) - 2.78% | NESTLE SA (n/a) - 1.08% |
| #8 | CATERPILLAR INC (CAT) - 2.51% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.02% |
| #9 | LAM RESEARCH CORP (LRCX) - 2.35% | ABB LTD (n/a) - 1.02% |
| #10 | MASTERCARD INC CLASS A (MA) - 2.27% | ALLIANZ SE (n/a) - 1.02% |
| #11 | THE HOME DEPOT INC (HD) - 2.02% | INTESA SANPAOLO (n/a) - 0.99% |
| #12 | KLA CORP (KLAC) - 1.68% | SHELL PLC (n/a) - 0.98% |
| #13 | MERCK & CO INC (MRK) - 1.66% | ASTRAZENECA PLC (AZN:XLON) - 0.95% |
| #14 | UNION PACIFIC CORP (UNP) - 1.44% | BHP GROUP LTD (n/a) - 0.91% |
| #15 | ORACLE CORP (ORCL) - 1.43% | SCHNEIDER ELECTRIC SE (n/a) - 0.88% |
| #16 | AMGEN INC (AMGN) - 1.34% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.86% |
| #17 | PEPSICO INC (PEP) - 1.33% | TOTALENERGIES SE (TTE) - 0.85% |
| #18 | COCA-COLA CO (KO) - 1.32% | BNP PARIBAS ACT. CAT.A (n/a) - 0.84% |
| #19 | TEXAS INSTRUMENTS INC (TXN) - 1.30% | TOKYO ELECTRON LTD (n/a) - 0.84% |
| #20 | COSTCO WHOLESALE CORP (COST) - 1.27% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.84% |
| #21 | TJX COMPANIES INC (TJX) - 1.21% | IBERDROLA SA (n/a) - 0.80% |
| #22 | QUALCOMM INC (QCOM) - 1.20% | TOYOTA MOTOR CORP (n/a) - 0.78% |
| #23 | GILEAD SCIENCES INC (GILD) - 1.09% | SONY GROUP CORP (n/a) - 0.78% |
| #24 | ABBVIE INC (ABBV) - 1.07% | HITACHI LTD (n/a) - 0.76% |
| #25 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.99% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.71% |
| Total Holdings | 149 | 373 |
DUHP vs ESGD - Historical Returns
Returns include dividend reinvestment.
1M
DUHP
+2.34%
Winner
ESGD
+4.03%
3M
DUHP
+5.48%
Winner
ESGD
+6.00%
6M
Winner
DUHP
+8.58%
ESGD
+5.19%
1Y
DUHP
+17.23%
Winner
ESGD
+21.86%
5Y(CAGR)
Winner
DUHP
+13.96%
ESGD
+9.44%
10Y(CAGR)
DUHP
N/A
ESGD
+9.53%
Max(CAGR)
Winner
DUHP
+13.96%
ESGD
+10.08%
DUHP vs ESGD - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | DUHP | ESGD |
|---|---|---|
| 2026 | +11.95% | +13.43% |
| 2025 | +13.94% | +30.15% |
| 2024 | +20.07% | +5.27% |
| 2023 | +21.31% | +17.62% |
| 2022 | -2.55% | -15.64% |
| 2021 | N/A | +11.04% |
| 2020 | N/A | +7.27% |
| 2019 | N/A | +24.28% |
| 2018 | N/A | -13.80% |
| 2017 | N/A | +24.81% |
| 2016 | N/A | +5.46% |
DUHP vs ESGD Drawdown Comparison
The maximum drawdown for DUHP was -20.04%, occurring on Sep 30, 2022. Recovery took 315 trading sessions.
The maximum drawdown for ESGD was -33.70%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.
The current DUHP drawdown is -1.10%. The current ESGD drawdown is -0.44%.
| Rank | DUHP | ESGD |
|---|---|---|
| #1 | -20.04% Mar 29, 2022 - Jun 30, 2023 | -33.70% Jan 17, 2020 - Nov 11, 2020 |
| #2 | -17.86% Feb 19, 2025 - Jul 1, 2025 | -29.99% Sep 7, 2021 - Feb 22, 2024 |
| #3 | -8.99% Feb 11, 2026 - Apr 17, 2026 | -21.96% Jan 26, 2018 - Dec 27, 2019 |
| #4 | -8.83% Jul 31, 2023 - Nov 30, 2023 | -13.86% Mar 19, 2025 - Apr 29, 2025 |
| #5 | -7.58% Jul 16, 2024 - Aug 21, 2024 | -11.68% Feb 25, 2026 - Jun 15, 2026 |
| #6 | -5.98% Mar 28, 2024 - Jun 11, 2024 | -10.13% Sep 26, 2024 - Mar 5, 2025 |
| #7 | -5.75% Dec 4, 2024 - Feb 18, 2025 | -7.72% Jul 12, 2024 - Aug 21, 2024 |
| #8 | -4.73% Oct 27, 2025 - Dec 24, 2025 | -5.79% Nov 12, 2025 - Dec 11, 2025 |
| #9 | -4.68% Mar 2, 2022 - Mar 17, 2022 | -5.66% Sep 28, 2016 - Jan 5, 2017 |
| #10 | -3.58% Aug 30, 2024 - Sep 16, 2024 | -5.42% Jun 15, 2021 - Aug 13, 2021 |
| #11 | -3.53% Jun 4, 2026 - Jun 15, 2026 | -4.94% Mar 27, 2024 - May 9, 2024 |
| #12 | -3.47% Oct 14, 2024 - Nov 7, 2024 | -4.61% Jul 23, 2025 - Aug 15, 2025 |
| #13 | -2.81% Nov 8, 2024 - Nov 25, 2024 | -4.54% Jan 8, 2021 - Feb 11, 2021 |
| #14 | -2.48% Jan 12, 2026 - Jan 27, 2026 | -3.74% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -2.47% Oct 3, 2025 - Oct 24, 2025 | -3.70% Feb 16, 2021 - Apr 5, 2021 |
Correlation
Correlation between DUHP and ESGD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
DUHP vs ESGD dividend yield comparison.
| Year | DUHP | ESGD |
|---|---|---|
| 2026 | 0.45% | 1.52% |
| 2025 | 1.02% | 3.60% |
| 2024 | 1.13% | 3.23% |
| 2023 | 1.51% | 3.02% |
| 2022 | 1.10% | 2.59% |
| 2021 | 0.00% | 2.75% |
| 2020 | 0.00% | 1.63% |
| 2019 | 0.00% | 2.57% |
| 2018 | 0.00% | 2.69% |
| 2017 | 0.00% | 2.65% |
| 2016 | 0.00% | 0.09% |
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