DUHP vs JCPB
Comparison between DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP, ETF) and JPMORGAN CORE PLUS BOND ETF (JCPB, ETF).
DUHP vs JCPB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DUHP
$12B
Winner
JCPB
$12B
Expense Ratio
Winner
DUHP
0.20%
JCPB
0.38%
Max Drawdown
Winner
DUHP
20.54%
JCPB
22.96%
Sharpe Ratio
Winner
DUHP
1.34
JCPB
0.54
5Y Beta
DUHP
0.87
Winner
JCPB
0.05
P/E Ratio
DUHP
29.01
JCPB
N/A
Forward P/E
DUHP
21.24
JCPB
N/A
PEG Ratio
DUHP
0.50
JCPB
N/A
5Y Dividends CAGR
DUHP
N/A
JCPB
7.91%
5Y EPS CAGR
DUHP
24.53%
JCPB
N/A
Debt to Equity
DUHP
121.60%
JCPB
N/A
DUHP vs JCPB - Holdings Comparison
DUHP and JCPB have 1 common holdings. Overlap is -0.10%
DUHP's top 25 holdings weight is 62.03%. JCPB's top 25 holdings weight is 40.80%.
| Rank | DUHP | JCPB |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.56% | n/a (n/a) - 7.61% |
| #2 | APPLE INC (AAPL) - 6.69% | n/a (n/a) - 4.59% |
| #3 | ELI LILLY AND CO (LLY) - 5.11% | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% |
| #4 | MICROSOFT CORP (MSFT) - 4.41% | n/a (n/a) - 2.95% |
| #5 | VISA INC CLASS A (V) - 3.81% | n/a (n/a) - 2.90% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.70% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% |
| #7 | CATERPILLAR INC (CAT) - 2.62% | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% |
| #8 | LAM RESEARCH CORP (LRCX) - 2.43% | n/a (n/a) - 1.80% |
| #9 | ORACLE CORP (ORCL) - 2.35% | n/a (n/a) - 1.35% |
| #10 | MASTERCARD INC CLASS A (MA) - 2.12% | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% |
| #11 | THE HOME DEPOT INC (HD) - 1.99% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.91% | n/a (n/a) - 1.09% |
| #13 | KLA CORP (KLAC) - 1.69% | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% |
| #14 | MERCK & CO INC (MRK) - 1.68% | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% |
| #15 | QUALCOMM INC (QCOM) - 1.44% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% |
| #16 | PEPSICO INC (PEP) - 1.42% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.41% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% |
| #18 | COCA-COLA CO (KO) - 1.39% | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% |
| #19 | UNION PACIFIC CORP (UNP) - 1.37% | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% |
| #20 | TJX COMPANIES INC (TJX) - 1.31% | n/a (n/a) - 0.67% |
| #21 | TEXAS INSTRUMENTS INC (TXN) - 1.29% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% |
| #22 | AMGEN INC (AMGN) - 1.28% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% |
| #23 | GILEAD SCIENCES INC (GILD) - 1.07% | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% |
| #24 | ABBVIE INC (ABBV) - 1.01% | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% |
| #25 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.97% | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% |
| Total Holdings | 162 | 1670 |
DUHP vs JCPB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DUHP
+3.87%
JCPB
+1.35%
3M
Winner
DUHP
+11.59%
JCPB
+0.65%
6M
Winner
DUHP
+9.70%
JCPB
+0.95%
1Y
Winner
DUHP
+21.07%
JCPB
+5.73%
5Y(CAGR)
Winner
DUHP
+13.84%
JCPB
+1.06%
Max(CAGR)
Winner
DUHP
+13.84%
JCPB
+2.80%
DUHP vs JCPB - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | DUHP | JCPB |
|---|---|---|
| 2026 | +8.90% | +1.04% |
| 2025 | +13.94% | +7.95% |
| 2024 | +20.07% | +3.38% |
| 2023 | +21.31% | +6.57% |
| 2022 | -2.55% | -12.45% |
| 2021 | N/A | -0.46% |
| 2020 | N/A | +8.93% |
| 2019 | N/A | +7.76% |
DUHP vs JCPB Drawdown Comparison
The maximum drawdown for DUHP was -20.04%, occurring on Sep 30, 2022. Recovery took 315 trading sessions.
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The current DUHP drawdown is -0.84%. The current JCPB drawdown is -1.08%.
| Rank | DUHP | JCPB |
|---|---|---|
| #1 | -20.04% Mar 29, 2022 - Jun 30, 2023 | -16.68% Sep 14, 2021 - Aug 1, 2025 |
| #2 | -17.86% Feb 19, 2025 - Jul 1, 2025 | -6.03% Mar 6, 2020 - Jun 23, 2020 |
| #3 | -8.99% Feb 11, 2026 - Apr 17, 2026 | -3.48% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -8.83% Jul 31, 2023 - Nov 30, 2023 | -2.71% Feb 27, 2026 - May 19, 2026 |
| #5 | -7.58% Jul 16, 2024 - Aug 21, 2024 | -2.12% Sep 5, 2019 - Oct 3, 2019 |
| #6 | -5.98% Mar 28, 2024 - Jun 11, 2024 | -1.97% Oct 7, 2019 - Jan 24, 2020 |
| #7 | -5.75% Dec 4, 2024 - Feb 18, 2025 | -1.49% Aug 4, 2020 - Nov 30, 2020 |
| #8 | -4.73% Oct 27, 2025 - Dec 24, 2025 | -1.05% Oct 28, 2025 - Nov 25, 2025 |
| #9 | -4.68% Mar 2, 2022 - Mar 17, 2022 | -0.88% Aug 3, 2021 - Sep 14, 2021 |
| #10 | -3.58% Aug 30, 2024 - Sep 16, 2024 | -0.83% Nov 26, 2025 - Jan 13, 2026 |
| #11 | -3.53% Jun 4, 2026 - Jun 15, 2026 | -0.71% Jul 5, 2019 - Aug 2, 2019 |
| #12 | -3.47% Oct 14, 2024 - Nov 7, 2024 | -0.68% Sep 16, 2025 - Oct 13, 2025 |
| #13 | -2.81% Nov 8, 2024 - Nov 25, 2024 | -0.65% Jan 14, 2026 - Feb 5, 2026 |
| #14 | -2.48% Jan 12, 2026 - Jan 27, 2026 | -0.56% Apr 1, 2019 - May 7, 2019 |
| #15 | -2.47% Oct 3, 2025 - Oct 24, 2025 | -0.53% Jan 31, 2020 - Feb 10, 2020 |
Correlation
Correlation between DUHP and JCPB is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2019 - 2026)
DUHP vs JCPB dividend yield comparison.
| Year | DUHP | JCPB |
|---|---|---|
| 2026 | 0.23% | 2.02% |
| 2025 | 1.02% | 4.90% |
| 2024 | 1.13% | 5.16% |
| 2023 | 1.51% | 4.32% |
| 2022 | 1.10% | 3.01% |
| 2021 | 0.00% | 2.19% |
| 2020 | 0.00% | 2.97% |
| 2019 | 0.00% | 3.01% |
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