DUHP vs GBTC

Comparison between DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP, ETF) and Grayscale Investments LLC (GBTC, ETF).

DUHP vs GBTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DUHP(ETF)	GBTC(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.20%	1.50%
Max Drawdown	20.54%	89.91%
Sharpe Ratio	1.43	-0.32
5Y Beta	0.86	1.29
P/E Ratio	26.95	N/A
Forward P/E	21.02	N/A
PEG Ratio	0.41	N/A
5Y EPS CAGR	26.14%	N/A
Debt to Equity	102.80%	N/A
P/S Ratio	2.89	N/A
P/B Ratio	10.59	N/A

Net Assets

DUHP

$11B

GBTC

$11B

Expense Ratio

Winner

DUHP

0.20%

GBTC

1.50%

Max Drawdown

Winner

DUHP

20.54%

GBTC

89.91%

Sharpe Ratio

Winner

DUHP

1.43

GBTC

-0.32

5Y Beta

Winner

DUHP

0.86

GBTC

1.29

P/E Ratio

DUHP

26.95

GBTC

N/A

Forward P/E

DUHP

21.02

GBTC

N/A

PEG Ratio

DUHP

0.41

GBTC

N/A

5Y EPS CAGR

DUHP

26.14%

GBTC

N/A

Debt to Equity

DUHP

102.80%

GBTC

N/A

P/S Ratio

DUHP

2.89

GBTC

N/A

P/B Ratio

DUHP

10.59

GBTC

N/A

DUHP vs GBTC - Holdings Comparison

DUHP and GBTC have 0 common holdings. Overlap is 0.00%

DUHP's top 25 holdings weight is 60.00%. GBTC's top 25 holdings weight is 12.55%.

Rank	DUHP	GBTC
#1	NVIDIA CORP (NVDA) - 7.34%	GRAYSCALE BITCOIN MINI TRUST (BTC) (BTC) - 12.55%
#2	APPLE INC (AAPL) - 6.45%	N/A
#3	ELI LILLY AND CO (LLY) - 4.45%	N/A
#4	META PLATFORMS INC CLASS A (META) - 4.39%	N/A
#5	MICROSOFT CORP (MSFT) - 4.13%	N/A
#6	VISA INC CLASS A (V) - 3.90%	N/A
#7	MASTERCARD INC CLASS A (MA) - 2.32%	N/A
#8	CATERPILLAR INC (CAT) - 2.29%	N/A
#9	THE HOME DEPOT INC (HD) - 2.17%	N/A
#10	LAM RESEARCH CORP (LRCX) - 1.84%	N/A
#11	MERCK & CO INC (MRK) - 1.80%	N/A
#12	COSTCO WHOLESALE CORP (COST) - 1.72%	N/A
#13	ORACLE CORP (ORCL) - 1.67%	N/A
#14	PEPSICO INC (PEP) - 1.66%	N/A
#15	COCA-COLA CO (KO) - 1.52%	N/A
#16	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.48%	N/A
#17	UNION PACIFIC CORP (UNP) - 1.40%	N/A
#18	AMGEN INC (AMGN) - 1.38%	N/A
#19	TJX COMPANIES INC (TJX) - 1.37%	N/A
#20	KLA CORP (KLAC) - 1.36%	N/A
#21	GILEAD SCIENCES INC (GILD) - 1.30%	N/A
#22	ABBVIE INC (ABBV) - 1.08%	N/A
#23	VERTIV HOLDINGS CO CLASS A (VRT) - 1.00%	N/A
#24	CHENIERE ENERGY INC (LNG) - 0.99%	N/A
#25	LOCKHEED MARTIN CORP (LMT) - 0.99%	N/A
Total Holdings	160	1

DUHP vs GBTC - Historical Returns

Returns include dividend reinvestment.

Period	DUHP	GBTC
1 month	+4.83%	+12.23%
3 months	+1.00%	+12.90%
6 months	+6.57%	-23.36%
1 year	+21.56%	-22.09%
5 years(CAGR)	+13.16%	+5.85%
10 years(CAGR)	N/A	+55.73%
Max(CAGR)	+13.16%	+57.73%

DUHP

+4.83%

Winner

GBTC

+12.23%

DUHP

+1.00%

Winner

GBTC

+12.90%

Winner

DUHP

+6.57%

GBTC

-23.36%

Winner

DUHP

+21.56%

GBTC

-22.09%

5Y(CAGR)

Winner

DUHP

+13.16%

GBTC

+5.85%

10Y(CAGR)

DUHP

N/A

GBTC

+55.73%

Max(CAGR)

DUHP

+13.16%

Winner

GBTC

+57.73%

DUHP vs GBTC - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	DUHP	GBTC
2026	+4.66%	-11.16%
2025	+13.94%	-11.46%
2024	+20.07%	+100.87%
2023	+21.31%	+322.20%
2022	-2.55%	-75.81%
2021	N/A	-2.37%
2020	N/A	+301.00%
2019	N/A	+77.27%
2018	N/A	-84.05%
2017	N/A	+1558.98%
2016	N/A	+90.08%
2015	N/A	+50.01%

DUHP vs GBTC Drawdown Comparison

The maximum drawdown for DUHP was -20.04%, occurring on Sep 30, 2022. Recovery took 315 trading sessions.

The maximum drawdown for GBTC was -89.91%, occurring on Dec 14, 2018. Recovery took 766 trading sessions.

The current DUHP drawdown is -0.28%. The current GBTC drawdown is -36.70%.

Rank	DUHP	GBTC
#1	-20.04% Mar 29, 2022 - Jun 30, 2023	-89.91% Dec 18, 2017 - Jan 5, 2021
#2	-17.86% Feb 19, 2025 - Jul 1, 2025	-86.24% Feb 19, 2021 - Mar 4, 2024
#3	-8.99% Feb 11, 2026 - Apr 17, 2026	-57.96% May 5, 2015 - Dec 8, 2015
#4	-8.83% Jul 31, 2023 - Nov 30, 2023	-49.55% Oct 6, 2025 - Feb 5, 2026
#5	-7.58% Jul 16, 2024 - Aug 21, 2024	-48.42% Aug 31, 2017 - Nov 3, 2017
#6	-5.98% Mar 28, 2024 - Jun 11, 2024	-41.48% Jun 17, 2016 - Jan 3, 2017
#7	-5.75% Dec 4, 2024 - Feb 18, 2025	-36.93% Dec 15, 2015 - Apr 21, 2016
#8	-4.73% Oct 27, 2025 - Dec 24, 2025	-36.68% Jun 6, 2017 - Aug 10, 2017
#9	-4.68% Mar 2, 2022 - Mar 17, 2022	-35.04% Mar 13, 2024 - Nov 11, 2024
#10	-3.58% Aug 30, 2024 - Sep 16, 2024	-30.26% Jan 7, 2021 - Feb 8, 2021
#11	-3.47% Oct 14, 2024 - Nov 7, 2024	-28.76% Jan 4, 2017 - May 1, 2017
#12	-2.81% Nov 8, 2024 - Nov 25, 2024	-28.45% Dec 17, 2024 - May 21, 2025
#13	-2.48% Jan 12, 2026 - Jan 27, 2026	-19.31% May 9, 2017 - May 22, 2017
#14	-2.47% Oct 3, 2025 - Oct 24, 2025	-18.18% May 9, 2016 - May 31, 2016
#15	-2.19% Jul 23, 2025 - Aug 12, 2025	-15.79% Nov 3, 2017 - Nov 20, 2017