DUHP vs VPU
Comparison between DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP, ETF) and VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF).
DUHP vs VPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DUHP
$11B
VPU
$11B
Expense Ratio
DUHP
0.20%
Winner
VPU
0.09%
Max Drawdown
Winner
DUHP
20.54%
VPU
48.41%
Sharpe Ratio
Winner
DUHP
1.44
VPU
0.87
5Y Beta
DUHP
0.86
Winner
VPU
0.34
P/E Ratio
DUHP
26.95
Winner
VPU
21.08
Forward P/E
DUHP
20.91
Winner
VPU
18.43
PEG Ratio
DUHP
0.41
VPU
N/A
5Y Dividends CAGR
DUHP
N/A
VPU
12.72%
5Y EPS CAGR
Winner
DUHP
26.14%
VPU
12.68%
Debt to Equity
Winner
DUHP
102.80%
VPU
130.57%
P/S Ratio
Winner
DUHP
2.88
VPU
2.93
P/B Ratio
DUHP
10.58
Winner
VPU
2.39
DUHP vs VPU - Holdings Comparison
DUHP and VPU have 3 common holdings. Overlap is 1.11%
DUHP's top 25 holdings weight is 60.00%. VPU's top 25 holdings weight is 83.01%.
| Rank | DUHP | VPU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.34% | NEXTERA ENERGY INC (NEE) - 12.15% |
| #2 | APPLE INC (AAPL) - 6.45% | SOUTHERN CO (SO) - 6.75% |
| #3 | ELI LILLY AND CO (LLY) - 4.45% | DUKE ENERGY CORP (DUK) - 6.47% |
| #4 | META PLATFORMS INC CLASS A (META) - 4.39% | CONSTELLATION ENERGY CORP (CEG) - 5.46% |
| #5 | MICROSOFT CORP (MSFT) - 4.13% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.45% |
| #6 | VISA INC CLASS A (V) - 3.90% | SEMPRA (SRE) - 4.03% |
| #7 | MASTERCARD INC CLASS A (MA) - 2.32% | DOMINION ENERGY INC (D) - 3.35% |
| #8 | CATERPILLAR INC (CAT) - 2.29% | VISTRA CORP (VST) - 3.24% |
| #9 | THE HOME DEPOT INC (HD) - 2.17% | ENTERGY CORP (ETR) - 3.19% |
| #10 | LAM RESEARCH CORP (LRCX) - 1.84% | XCEL ENERGY INC (XEL) - 2.98% |
| #11 | MERCK & CO INC (MRK) - 1.80% | EXELON CORP (EXC) - 2.87% |
| #12 | COSTCO WHOLESALE CORP (COST) - 1.72% | CONSOLIDATED EDISON INC (ED) - 2.59% |
| #13 | ORACLE CORP (ORCL) - 1.67% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.57% |
| #14 | PEPSICO INC (PEP) - 1.66% | PG&E CORP (PCG) - 2.45% |
| #15 | COCA-COLA CO (KO) - 1.52% | WEC ENERGY GROUP INC (WEC) - 2.39% |
| #16 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.48% | DTE ENERGY CO (DTE) - 1.93% |
| #17 | UNION PACIFIC CORP (UNP) - 1.40% | ATMOS ENERGY CORP (ATO) - 1.90% |
| #18 | AMGEN INC (AMGN) - 1.38% | AMEREN CORP (AEE) - 1.89% |
| #19 | TJX COMPANIES INC (TJX) - 1.37% | NRG ENERGY INC (NRG) - 1.87% |
| #20 | KLA CORP (KLAC) - 1.36% | EDISON INTERNATIONAL (EIX) - 1.79% |
| #21 | GILEAD SCIENCES INC (GILD) - 1.30% | CENTERPOINT ENERGY INC (CNP) - 1.79% |
| #22 | ABBVIE INC (ABBV) - 1.08% | PPL CORP (PPL) - 1.79% |
| #23 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.00% | FIRSTENERGY CORP (FE) - 1.77% |
| #24 | CHENIERE ENERGY INC (LNG) - 0.99% | AMERICAN WATER WORKS CO INC (AWK) - 1.69% |
| #25 | LOCKHEED MARTIN CORP (LMT) - 0.99% | EVERSOURCE ENERGY (ES) - 1.65% |
| Total Holdings | 160 | 71 |
DUHP vs VPU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DUHP
+4.10%
VPU
-2.17%
3M
Winner
DUHP
+2.68%
VPU
+0.54%
6M
Winner
DUHP
+4.96%
VPU
+1.94%
1Y
Winner
DUHP
+18.40%
VPU
+16.83%
5Y(CAGR)
Winner
DUHP
+13.18%
VPU
+10.19%
10Y(CAGR)
DUHP
N/A
VPU
+9.49%
Max(CAGR)
Winner
DUHP
+13.18%
VPU
+9.87%
DUHP vs VPU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | DUHP | VPU |
|---|---|---|
| 2026 | +4.89% | +5.33% |
| 2025 | +13.94% | +15.69% |
| 2024 | +20.07% | +21.44% |
| 2023 | +21.31% | -7.47% |
| 2022 | -2.55% | +1.95% |
| 2021 | N/A | +20.23% |
| 2020 | N/A | +0.48% |
| 2019 | N/A | +27.23% |
| 2018 | N/A | +5.28% |
| 2017 | N/A | +12.90% |
| 2016 | N/A | +18.00% |
| 2015 | N/A | -5.35% |
| 2014 | N/A | +28.95% |
| 2013 | N/A | +12.65% |
| 2012 | N/A | +3.49% |
| 2011 | N/A | +18.22% |
| 2010 | N/A | +6.57% |
| 2009 | N/A | +9.14% |
| 2008 | N/A | -27.21% |
| 2007 | N/A | +16.61% |
| 2006 | N/A | +19.41% |
| 2005 | N/A | +16.00% |
| 2004 | N/A | +20.60% |
DUHP vs VPU Drawdown Comparison
The maximum drawdown for DUHP was -20.04%, occurring on Sep 30, 2022. Recovery took 315 trading sessions.
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The current DUHP drawdown is -0.05%. The current VPU drawdown is -4.21%.
| Rank | DUHP | VPU |
|---|---|---|
| #1 | -20.04% Mar 29, 2022 - Jun 30, 2023 | -46.30% Dec 10, 2007 - Jun 6, 2012 |
| #2 | -17.86% Feb 19, 2025 - Jul 1, 2025 | -36.43% Feb 18, 2020 - Aug 13, 2021 |
| #3 | -8.99% Feb 11, 2026 - Apr 17, 2026 | -25.15% Sep 12, 2022 - Aug 1, 2024 |
| #4 | -8.83% Jul 31, 2023 - Nov 30, 2023 | -16.15% Jan 29, 2015 - Mar 8, 2016 |
| #5 | -7.58% Jul 16, 2024 - Aug 21, 2024 | -15.28% Apr 8, 2022 - Aug 12, 2022 |
| #6 | -5.98% Mar 28, 2024 - Jun 11, 2024 | -15.14% Nov 14, 2017 - Sep 6, 2018 |
| #7 | -5.75% Dec 4, 2024 - Feb 18, 2025 | -12.17% May 21, 2007 - Dec 3, 2007 |
| #8 | -4.73% Oct 27, 2025 - Dec 24, 2025 | -11.88% Oct 3, 2005 - Jul 19, 2006 |
| #9 | -4.68% Mar 2, 2022 - Mar 17, 2022 | -11.58% Jul 6, 2016 - Feb 28, 2017 |
| #10 | -3.58% Aug 30, 2024 - Sep 16, 2024 | -11.02% Apr 30, 2013 - Feb 13, 2014 |
| #11 | -3.47% Oct 14, 2024 - Nov 7, 2024 | -10.23% Nov 29, 2024 - May 16, 2025 |
| #12 | -2.81% Nov 8, 2024 - Nov 25, 2024 | -9.44% Dec 31, 2021 - Mar 24, 2022 |
| #13 | -2.48% Jan 12, 2026 - Jan 27, 2026 | -9.39% Jul 30, 2012 - Feb 11, 2013 |
| #14 | -2.47% Oct 3, 2025 - Oct 24, 2025 | -9.27% Jun 30, 2014 - Oct 23, 2014 |
| #15 | -2.19% Jul 23, 2025 - Aug 12, 2025 | -9.21% Apr 1, 2004 - Jul 19, 2004 |
Correlation
Correlation between DUHP and VPU is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2004 - 2026)
DUHP vs VPU dividend yield comparison.
| Year | DUHP | VPU |
|---|---|---|
| 2026 | 0.24% | 0.65% |
| 2025 | 1.02% | 2.73% |
| 2024 | 1.13% | 3.02% |
| 2023 | 1.51% | 3.49% |
| 2022 | 1.10% | 2.98% |
| 2021 | 0.00% | 2.70% |
| 2020 | 0.00% | 3.17% |
| 2019 | 0.00% | 2.83% |
| 2018 | 0.00% | 3.23% |
| 2017 | 0.00% | 3.18% |
| 2016 | 0.00% | 3.19% |
| 2015 | 0.00% | 3.63% |
| 2014 | 0.00% | 3.02% |
| 2013 | 0.00% | 3.76% |
| 2012 | 0.00% | 3.98% |
| 2011 | 0.00% | 3.46% |
| 2010 | 0.00% | 3.79% |
| 2009 | 0.00% | 3.79% |
| 2008 | 0.00% | 3.87% |
| 2007 | 0.00% | 2.50% |
| 2006 | 0.00% | 2.85% |
| 2005 | 0.00% | 2.92% |
| 2004 | 0.00% | 2.64% |
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