DUHP vs SPY
Comparison between DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
DUHP vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DUHP
$12B
Winner
SPY
$781B
Expense Ratio
DUHP
0.20%
Winner
SPY
0.09%
Max Drawdown
Winner
DUHP
20.54%
SPY
56.47%
Sharpe Ratio
DUHP
1.02
Winner
SPY
1.34
5Y Beta
Winner
DUHP
0.86
SPY
1.00
P/E Ratio
DUHP
29.25
Winner
SPY
28.84
Forward P/E
Winner
DUHP
21.43
SPY
21.59
PEG Ratio
DUHP
0.42
SPY
N/A
5Y Dividends CAGR
DUHP
N/A
SPY
6.00%
5Y EPS CAGR
DUHP
24.85%
Winner
SPY
25.26%
Debt to Equity
DUHP
121.36%
Winner
SPY
31.47%
P/S Ratio
Winner
DUHP
3.43
SPY
3.85
P/B Ratio
DUHP
12.10
Winner
SPY
5.70
DUHP vs SPY - Holdings Comparison
DUHP and SPY have 140 common holdings. Overlap is 43.06%
DUHP's top 25 holdings weight is 62.16%. SPY's top 25 holdings weight is 51.08%.
| Rank | DUHP | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.07% | NVIDIA CORP (NVDA) - 7.50% |
| #2 | APPLE INC (AAPL) - 6.67% | APPLE INC (AAPL) - 6.58% |
| #3 | ELI LILLY AND CO (LLY) - 5.23% | MICROSOFT CORP (MSFT) - 4.29% |
| #4 | MICROSOFT CORP (MSFT) - 4.15% | AMAZON.COM INC (AMZN) - 3.61% |
| #5 | VISA INC CLASS A (V) - 4.05% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.77% | BROADCOM INC (AVGO) - 2.77% |
| #7 | LAM RESEARCH CORP (LRCX) - 2.85% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #8 | CATERPILLAR INC (CAT) - 2.79% | MICRON TECHNOLOGY INC (MU) - 2.01% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.34% | META PLATFORMS INC CLASS A (META) - 1.91% |
| #10 | MASTERCARD INC CLASS A (MA) - 2.20% | TESLA INC (TSLA) - 1.83% |
| #11 | THE HOME DEPOT INC (HD) - 2.14% | ADVANCED MICRO DEVICES INC (AMD) - 1.47% |
| #12 | KLA CORP (KLAC) - 2.06% | ELI LILLY AND CO (LLY) - 1.47% |
| #13 | MERCK & CO INC (MRK) - 1.67% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% |
| #14 | ORACLE CORP (ORCL) - 1.60% | JPMORGAN CHASE & CO (JPM) - 1.36% |
| #15 | PEPSICO INC (PEP) - 1.39% | INTEL CORP (INTC) - 1.02% |
| #16 | UNION PACIFIC CORP (UNP) - 1.37% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 1.33% | APPLIED MATERIALS INC (AMAT) - 0.89% |
| #18 | COCA-COLA CO (KO) - 1.32% | VISA INC CLASS A (V) - 0.88% |
| #19 | AMGEN INC (AMGN) - 1.32% | EXXON MOBIL CORP (XOM) - 0.88% |
| #20 | COSTCO WHOLESALE CORP (COST) - 1.27% | LAM RESEARCH CORP (LRCX) - 0.84% |
| #21 | QUALCOMM INC (QCOM) - 1.26% | WALMART INC (WMT) - 0.77% |
| #22 | TJX COMPANIES INC (TJX) - 1.18% | CATERPILLAR INC (CAT) - 0.76% |
| #23 | ABBVIE INC (ABBV) - 1.06% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #24 | GILEAD SCIENCES INC (GILD) - 1.05% | ABBVIE INC (ABBV) - 0.69% |
| #25 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.02% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| Total Holdings | 161 | 502 |
DUHP vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
DUHP
-0.32%
Winner
SPY
-0.14%
3M
DUHP
+7.52%
Winner
SPY
+8.54%
6M
DUHP
+8.33%
Winner
SPY
+9.48%
1Y
DUHP
+16.15%
Winner
SPY
+21.66%
5Y(CAGR)
Winner
DUHP
+13.73%
SPY
+13.03%
10Y(CAGR)
DUHP
N/A
SPY
+15.12%
Max(CAGR)
Winner
DUHP
+13.73%
SPY
+8.52%
DUHP vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DUHP | SPY |
|---|---|---|
| 2026 | +9.47% | +10.64% |
| 2025 | +13.94% | +18.00% |
| 2024 | +20.07% | +25.59% |
| 2023 | +21.31% | +26.72% |
| 2022 | -2.55% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
DUHP vs SPY Drawdown Comparison
The maximum drawdown for DUHP was -20.04%, occurring on Sep 30, 2022. Recovery took 315 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DUHP drawdown is -0.96%. The current SPY drawdown is -0.77%.
| Rank | DUHP | SPY |
|---|---|---|
| #1 | -20.04% Mar 29, 2022 - Jun 30, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -17.86% Feb 19, 2025 - Jul 1, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -8.99% Feb 11, 2026 - Apr 17, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.83% Jul 31, 2023 - Nov 30, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -7.58% Jul 16, 2024 - Aug 21, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.98% Mar 28, 2024 - Jun 11, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -5.75% Dec 4, 2024 - Feb 18, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.73% Oct 27, 2025 - Dec 24, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.68% Mar 2, 2022 - Mar 17, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.58% Aug 30, 2024 - Sep 16, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.53% Jun 4, 2026 - Jun 15, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.47% Oct 14, 2024 - Nov 7, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.81% Nov 8, 2024 - Nov 25, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.48% Jan 12, 2026 - Jan 27, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.47% Oct 3, 2025 - Oct 24, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DUHP and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
DUHP vs SPY dividend yield comparison.
| Year | DUHP | SPY |
|---|---|---|
| 2026 | 0.46% | 0.49% |
| 2025 | 1.02% | 1.07% |
| 2024 | 1.13% | 1.21% |
| 2023 | 1.51% | 1.40% |
| 2022 | 1.10% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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