SUB vs DUHP
Comparison between ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF) and DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP, ETF).
SUB vs DUHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUB
$11B
Winner
DUHP
$11B
Expense Ratio
Winner
SUB
0.07%
DUHP
0.20%
Max Drawdown
Winner
SUB
11.72%
DUHP
20.54%
Sharpe Ratio
SUB
-0.42
Winner
DUHP
1.44
5Y Beta
Winner
SUB
0.01
DUHP
0.86
P/E Ratio
SUB
N/A
DUHP
26.95
Forward P/E
SUB
N/A
DUHP
20.91
PEG Ratio
SUB
N/A
DUHP
0.41
5Y Dividends CAGR
SUB
19.17%
DUHP
N/A
5Y EPS CAGR
SUB
N/A
DUHP
26.14%
Debt to Equity
SUB
N/A
DUHP
102.80%
P/S Ratio
SUB
N/A
DUHP
2.88
P/B Ratio
SUB
N/A
DUHP
10.58
SUB vs DUHP - Historical Returns
Returns include dividend reinvestment.
1M
SUB
-0.11%
Winner
DUHP
+4.10%
3M
SUB
-0.38%
Winner
DUHP
+2.68%
6M
SUB
+1.05%
Winner
DUHP
+4.96%
1Y
SUB
+3.32%
Winner
DUHP
+18.40%
5Y(CAGR)
SUB
+1.42%
Winner
DUHP
+13.18%
10Y(CAGR)
SUB
+1.44%
DUHP
N/A
Max(CAGR)
SUB
+1.58%
Winner
DUHP
+13.18%
SUB vs DUHP - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | SUB | DUHP |
|---|---|---|
| 2026 | +0.41% | +4.89% |
| 2025 | +3.55% | +13.94% |
| 2024 | +2.26% | +20.07% |
| 2023 | +2.83% | +21.31% |
| 2022 | -2.02% | -2.55% |
| 2021 | +0.17% | N/A |
| 2020 | +2.58% | N/A |
| 2019 | +3.00% | N/A |
| 2018 | +1.88% | N/A |
| 2017 | +0.83% | N/A |
| 2016 | +0.01% | N/A |
| 2015 | +0.71% | N/A |
| 2014 | +0.54% | N/A |
| 2013 | +0.77% | N/A |
| 2012 | +0.41% | N/A |
| 2011 | +3.85% | N/A |
| 2010 | +0.55% | N/A |
| 2009 | +4.28% | N/A |
| 2008 | +1.68% | N/A |
SUB vs DUHP Drawdown Comparison
The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.
The maximum drawdown for DUHP was -20.04%, occurring on Sep 30, 2022. Recovery took 315 trading sessions.
The current SUB drawdown is -0.46%. The current DUHP drawdown is -0.05%.
| Rank | SUB | DUHP |
|---|---|---|
| #1 | -9.46% Mar 6, 2020 - May 19, 2020 | -20.04% Mar 29, 2022 - Jun 30, 2023 |
| #2 | -6.40% Jan 16, 2009 - Sep 12, 2011 | -17.86% Feb 19, 2025 - Jul 1, 2025 |
| #3 | -4.92% Jan 13, 2009 - Jan 16, 2009 | -8.99% Feb 11, 2026 - Apr 17, 2026 |
| #4 | -4.35% Jul 22, 2021 - Dec 13, 2023 | -8.83% Jul 31, 2023 - Nov 30, 2023 |
| #5 | -2.43% Mar 1, 2013 - Oct 24, 2013 | -7.58% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -1.71% Aug 24, 2016 - May 23, 2017 | -5.98% Mar 28, 2024 - Jun 11, 2024 |
| #7 | -1.46% Jan 17, 2012 - Mar 1, 2013 | -5.75% Dec 4, 2024 - Feb 18, 2025 |
| #8 | -1.25% Sep 7, 2017 - Nov 29, 2018 | -4.73% Oct 27, 2025 - Dec 24, 2025 |
| #9 | -1.23% Apr 4, 2025 - May 29, 2025 | -4.68% Mar 2, 2022 - Mar 17, 2022 |
| #10 | -0.92% Oct 2, 2024 - Jan 27, 2025 | -3.58% Aug 30, 2024 - Sep 16, 2024 |
| #11 | -0.87% Jan 30, 2015 - Oct 2, 2015 | -3.47% Oct 14, 2024 - Nov 7, 2024 |
| #12 | -0.80% Feb 23, 2026 - Mar 24, 2026 | -2.81% Nov 8, 2024 - Nov 25, 2024 |
| #13 | -0.77% Aug 15, 2019 - Nov 27, 2019 | -2.48% Jan 12, 2026 - Jan 27, 2026 |
| #14 | -0.75% Sep 12, 2011 - Dec 2, 2011 | -2.47% Oct 3, 2025 - Oct 24, 2025 |
| #15 | -0.68% Dec 27, 2023 - May 8, 2024 | -2.19% Jul 23, 2025 - Aug 12, 2025 |
Correlation
Correlation between SUB and DUHP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2008 - 2026)
SUB vs DUHP dividend yield comparison.
| Year | SUB | DUHP |
|---|---|---|
| 2026 | 0.85% | 0.24% |
| 2025 | 2.42% | 1.02% |
| 2024 | 2.10% | 1.13% |
| 2023 | 1.73% | 1.51% |
| 2022 | 0.86% | 1.10% |
| 2021 | 0.72% | 0.00% |
| 2020 | 1.23% | 0.00% |
| 2019 | 1.58% | 0.00% |
| 2018 | 1.32% | 0.00% |
| 2017 | 0.95% | 0.00% |
| 2016 | 0.75% | 0.00% |
| 2015 | 0.77% | 0.00% |
| 2014 | 0.76% | 0.00% |
| 2013 | 0.84% | 0.00% |
| 2012 | 0.99% | 0.00% |
| 2011 | 1.27% | 0.00% |
| 2010 | 1.28% | 0.00% |
| 2009 | 1.44% | 0.00% |
| 2008 | 0.33% | 0.00% |
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