DUHP vs VDE
Comparison between DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP, ETF) and VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF).
DUHP vs VDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DUHP
$12B
Winner
VDE
$12B
Expense Ratio
DUHP
0.20%
Winner
VDE
0.09%
Max Drawdown
Winner
DUHP
20.54%
VDE
78.51%
Sharpe Ratio
DUHP
1.04
Winner
VDE
1.92
5Y Beta
DUHP
0.86
Winner
VDE
0.50
P/E Ratio
DUHP
28.88
Winner
VDE
19.55
Forward P/E
DUHP
21.32
Winner
VDE
13.58
PEG Ratio
DUHP
0.41
VDE
N/A
5Y Dividends CAGR
DUHP
N/A
VDE
14.69%
5Y EPS CAGR
DUHP
24.13%
Winner
VDE
27.54%
Debt to Equity
DUHP
121.24%
VDE
N/A
P/S Ratio
DUHP
3.45
Winner
VDE
1.55
P/B Ratio
DUHP
11.93
Winner
VDE
2.34
DUHP vs VDE - Holdings Comparison
DUHP and VDE have 7 common holdings. Overlap is 2.12%
DUHP's top 25 holdings weight is 62.61%. VDE's top 25 holdings weight is 85.37%.
| Rank | DUHP | VDE |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.43% | EXXONMOBIL HOLDINGS CORP (XOM) - 21.52% |
| #2 | NVIDIA CORP (NVDA) - 7.43% | CHEVRON CORP (CVX) - 13.43% |
| #3 | ELI LILLY AND CO (LLY) - 5.15% | CONOCOPHILLIPS (COP) - 5.48% |
| #4 | MICROSOFT CORP (MSFT) - 4.30% | WILLIAMS COMPANIES INC (WMB) - 3.95% |
| #5 | VISA INC CLASS A (V) - 4.11% | VALERO ENERGY CORP (VLO) - 3.48% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.93% | MARATHON PETROLEUM CORP (MPC) - 3.36% |
| #7 | MICRON TECHNOLOGY INC (MU) - 2.78% | SLB LTD (SLB) - 3.09% |
| #8 | CATERPILLAR INC (CAT) - 2.51% | EOG RESOURCES INC (EOG) - 3.09% |
| #9 | LAM RESEARCH CORP (LRCX) - 2.35% | PHILLIPS 66 (PSX) - 2.98% |
| #10 | MASTERCARD INC CLASS A (MA) - 2.27% | KINDER MORGAN INC CLASS P (KMI) - 2.71% |
| #11 | THE HOME DEPOT INC (HD) - 2.02% | TARGA RESOURCES CORP (TRGP) - 2.52% |
| #12 | KLA CORP (KLAC) - 1.68% | ONEOK INC (OKE) - 2.39% |
| #13 | MERCK & CO INC (MRK) - 1.66% | BAKER HUGHES CO CLASS A (BKR) - 2.39% |
| #14 | UNION PACIFIC CORP (UNP) - 1.44% | CHENIERE ENERGY INC (LNG) - 2.21% |
| #15 | ORACLE CORP (ORCL) - 1.43% | DEVON ENERGY CORP (DVN) - 2.04% |
| #16 | AMGEN INC (AMGN) - 1.34% | DIAMONDBACK ENERGY INC (FANG) - 1.45% |
| #17 | PEPSICO INC (PEP) - 1.33% | EQT CORP (EQT) - 1.45% |
| #18 | COCA-COLA CO (KO) - 1.32% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.41% |
| #19 | TEXAS INSTRUMENTS INC (TXN) - 1.30% | HALLIBURTON CO (HAL) - 1.28% |
| #20 | COSTCO WHOLESALE CORP (COST) - 1.27% | TECHNIPFMC PLC (FTI) - 1.23% |
| #21 | TJX COMPANIES INC (TJX) - 1.21% | TEXAS PACIFIC LAND CORP (TPL) - 0.98% |
| #22 | QUALCOMM INC (QCOM) - 1.20% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.97% |
| #23 | GILEAD SCIENCES INC (GILD) - 1.09% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.68% |
| #24 | ABBVIE INC (ABBV) - 1.07% | OVINTIV INC (OVV) - 0.68% |
| #25 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.99% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.60% |
| Total Holdings | 149 | 118 |
DUHP vs VDE - Historical Returns
Returns include dividend reinvestment.
1M
DUHP
+2.34%
Winner
VDE
+8.49%
3M
DUHP
+5.48%
Winner
VDE
+8.09%
6M
DUHP
+8.58%
Winner
VDE
+17.50%
1Y
DUHP
+17.23%
Winner
VDE
+52.41%
5Y(CAGR)
DUHP
+13.96%
Winner
VDE
+27.25%
10Y(CAGR)
DUHP
N/A
VDE
+10.16%
Max(CAGR)
Winner
DUHP
+13.96%
VDE
+8.67%
DUHP vs VDE - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | DUHP | VDE |
|---|---|---|
| 2026 | +11.95% | +41.32% |
| 2025 | +13.94% | +5.79% |
| 2024 | +20.07% | +5.70% |
| 2023 | +21.31% | +4.13% |
| 2022 | -2.55% | +57.80% |
| 2021 | N/A | +55.40% |
| 2020 | N/A | -33.63% |
| 2019 | N/A | +6.90% |
| 2018 | N/A | -21.37% |
| 2017 | N/A | -3.64% |
| 2016 | N/A | +29.21% |
| 2015 | N/A | -23.61% |
| 2014 | N/A | -8.64% |
| 2013 | N/A | +22.95% |
| 2012 | N/A | +0.65% |
| 2011 | N/A | +1.84% |
| 2010 | N/A | +17.40% |
| 2009 | N/A | +18.68% |
| 2008 | N/A | -40.08% |
| 2007 | N/A | +40.01% |
| 2006 | N/A | +14.00% |
| 2005 | N/A | +44.17% |
| 2004 | N/A | +5.32% |
DUHP vs VDE Drawdown Comparison
The maximum drawdown for DUHP was -20.04%, occurring on Sep 30, 2022. Recovery took 315 trading sessions.
The maximum drawdown for VDE was -74.23%, occurring on Mar 18, 2020. Recovery took 1964 trading sessions.
The current DUHP drawdown is -1.10%. The current VDE drawdown is -0.08%.
| Rank | DUHP | VDE |
|---|---|---|
| #1 | -20.04% Mar 29, 2022 - Jun 30, 2023 | -74.23% Jun 23, 2014 - Apr 8, 2022 |
| #2 | -17.86% Feb 19, 2025 - Jul 1, 2025 | -58.18% May 20, 2008 - Sep 11, 2013 |
| #3 | -8.99% Feb 11, 2026 - Apr 17, 2026 | -26.56% Jun 7, 2022 - Nov 1, 2022 |
| #4 | -8.83% Jul 31, 2023 - Nov 30, 2023 | -21.39% Nov 22, 2024 - Jan 5, 2026 |
| #5 | -7.58% Jul 16, 2024 - Aug 21, 2024 | -18.53% Nov 15, 2022 - Sep 8, 2023 |
| #6 | -5.98% Mar 28, 2024 - Jun 11, 2024 | -16.76% May 10, 2006 - Nov 29, 2006 |
| #7 | -5.75% Dec 4, 2024 - Feb 18, 2025 | -15.93% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -4.73% Oct 27, 2025 - Dec 24, 2025 | -15.87% Sep 29, 2005 - Jan 13, 2006 |
| #9 | -4.68% Mar 2, 2022 - Mar 17, 2022 | -15.10% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -3.58% Aug 30, 2024 - Sep 16, 2024 | -15.03% Mar 27, 2026 - Aug 17, 2026 |
| #11 | -3.53% Jun 4, 2026 - Jun 15, 2026 | -13.45% Apr 5, 2024 - Nov 20, 2024 |
| #12 | -3.47% Oct 14, 2024 - Nov 7, 2024 | -13.03% Sep 14, 2023 - Mar 19, 2024 |
| #13 | -2.81% Nov 8, 2024 - Nov 25, 2024 | -12.74% Dec 14, 2006 - Apr 4, 2007 |
| #14 | -2.48% Jan 12, 2026 - Jan 27, 2026 | -12.51% Jul 19, 2007 - Sep 18, 2007 |
| #15 | -2.47% Oct 3, 2025 - Oct 24, 2025 | -11.56% Jan 30, 2006 - Apr 18, 2006 |
Correlation
Correlation between DUHP and VDE is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2004 - 2026)
DUHP vs VDE dividend yield comparison.
| Year | DUHP | VDE |
|---|---|---|
| 2026 | 0.45% | 1.11% |
| 2025 | 1.02% | 3.11% |
| 2024 | 1.13% | 3.23% |
| 2023 | 1.51% | 3.34% |
| 2022 | 1.10% | 3.65% |
| 2021 | 0.00% | 4.13% |
| 2020 | 0.00% | 4.76% |
| 2019 | 0.00% | 3.42% |
| 2018 | 0.00% | 3.35% |
| 2017 | 0.00% | 2.90% |
| 2016 | 0.00% | 2.31% |
| 2015 | 0.00% | 3.17% |
| 2014 | 0.00% | 1.98% |
| 2013 | 0.00% | 1.74% |
| 2012 | 0.00% | 1.95% |
| 2011 | 0.00% | 1.60% |
| 2010 | 0.00% | 1.25% |
| 2009 | 0.00% | 1.43% |
| 2008 | 0.00% | 1.76% |
| 2007 | 0.00% | 0.83% |
| 2006 | 0.00% | 1.09% |
| 2005 | 0.00% | 0.97% |
| 2004 | 0.00% | 0.41% |
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