VPU vs DUHP

Comparison between VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF) and DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP, ETF).

VPU vs DUHP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VPU(ETF)	DUHP(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.09%	0.20%
Max Drawdown	48.41%	20.54%
Sharpe Ratio	0.87	1.44
5Y Beta	0.34	0.86
P/E Ratio	21.08	26.95
Forward P/E	18.43	20.91
PEG Ratio	N/A	0.41
5Y Dividends CAGR	12.72%	N/A
5Y EPS CAGR	12.68%	26.14%
Debt to Equity	130.57%	102.80%
P/S Ratio	2.93	2.88
P/B Ratio	2.39	10.58

Net Assets

VPU

$11B

Winner

DUHP

$11B

Expense Ratio

Winner

VPU

0.09%

DUHP

0.20%

Max Drawdown

VPU

48.41%

Winner

DUHP

20.54%

Sharpe Ratio

VPU

0.87

Winner

DUHP

1.44

5Y Beta

Winner

VPU

0.34

DUHP

0.86

P/E Ratio

Winner

VPU

21.08

DUHP

26.95

Forward P/E

Winner

VPU

18.43

DUHP

20.91

PEG Ratio

VPU

N/A

DUHP

0.41

5Y Dividends CAGR

VPU

12.72%

DUHP

N/A

5Y EPS CAGR

VPU

12.68%

Winner

DUHP

26.14%

Debt to Equity

VPU

130.57%

Winner

DUHP

102.80%

P/S Ratio

VPU

2.93

Winner

DUHP

2.88

P/B Ratio

Winner

VPU

2.39

DUHP

10.58

VPU vs DUHP - Holdings Comparison

VPU and DUHP have 3 common holdings. Overlap is 1.11%

VPU's top 25 holdings weight is 83.01%. DUHP's top 25 holdings weight is 60.00%.

Rank	VPU	DUHP
#1	NEXTERA ENERGY INC (NEE) - 12.15%	NVIDIA CORP (NVDA) - 7.34%
#2	SOUTHERN CO (SO) - 6.75%	APPLE INC (AAPL) - 6.45%
#3	DUKE ENERGY CORP (DUK) - 6.47%	ELI LILLY AND CO (LLY) - 4.45%
#4	CONSTELLATION ENERGY CORP (CEG) - 5.46%	META PLATFORMS INC CLASS A (META) - 4.39%
#5	AMERICAN ELECTRIC POWER CO INC (AEP) - 4.45%	MICROSOFT CORP (MSFT) - 4.13%
#6	SEMPRA (SRE) - 4.03%	VISA INC CLASS A (V) - 3.90%
#7	DOMINION ENERGY INC (D) - 3.35%	MASTERCARD INC CLASS A (MA) - 2.32%
#8	VISTRA CORP (VST) - 3.24%	CATERPILLAR INC (CAT) - 2.29%
#9	ENTERGY CORP (ETR) - 3.19%	THE HOME DEPOT INC (HD) - 2.17%
#10	XCEL ENERGY INC (XEL) - 2.98%	LAM RESEARCH CORP (LRCX) - 1.84%
#11	EXELON CORP (EXC) - 2.87%	MERCK & CO INC (MRK) - 1.80%
#12	CONSOLIDATED EDISON INC (ED) - 2.59%	COSTCO WHOLESALE CORP (COST) - 1.72%
#13	PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.57%	ORACLE CORP (ORCL) - 1.67%
#14	PG&E CORP (PCG) - 2.45%	PEPSICO INC (PEP) - 1.66%
#15	WEC ENERGY GROUP INC (WEC) - 2.39%	COCA-COLA CO (KO) - 1.52%
#16	DTE ENERGY CO (DTE) - 1.93%	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.48%
#17	ATMOS ENERGY CORP (ATO) - 1.90%	UNION PACIFIC CORP (UNP) - 1.40%
#18	AMEREN CORP (AEE) - 1.89%	AMGEN INC (AMGN) - 1.38%
#19	NRG ENERGY INC (NRG) - 1.87%	TJX COMPANIES INC (TJX) - 1.37%
#20	EDISON INTERNATIONAL (EIX) - 1.79%	KLA CORP (KLAC) - 1.36%
#21	CENTERPOINT ENERGY INC (CNP) - 1.79%	GILEAD SCIENCES INC (GILD) - 1.30%
#22	PPL CORP (PPL) - 1.79%	ABBVIE INC (ABBV) - 1.08%
#23	FIRSTENERGY CORP (FE) - 1.77%	VERTIV HOLDINGS CO CLASS A (VRT) - 1.00%
#24	AMERICAN WATER WORKS CO INC (AWK) - 1.69%	CHENIERE ENERGY INC (LNG) - 0.99%
#25	EVERSOURCE ENERGY (ES) - 1.65%	LOCKHEED MARTIN CORP (LMT) - 0.99%
Total Holdings	71	160

VPU vs DUHP - Historical Returns

Returns include dividend reinvestment.

Period	VPU	DUHP
1 month	-2.17%	+4.10%
3 months	+0.54%	+2.68%
6 months	+1.94%	+4.96%
1 year	+16.83%	+18.40%
5 years(CAGR)	+10.19%	+13.18%
10 years(CAGR)	+9.49%	N/A
Max(CAGR)	+9.87%	+13.18%

VPU

-2.17%

Winner

DUHP

+4.10%

VPU

+0.54%

Winner

DUHP

+2.68%

VPU

+1.94%

Winner

DUHP

+4.96%

VPU

+16.83%

Winner

DUHP

+18.40%

5Y(CAGR)

VPU

+10.19%

Winner

DUHP

+13.18%

10Y(CAGR)

VPU

+9.49%

DUHP

N/A

Max(CAGR)

VPU

+9.87%

Winner

DUHP

+13.18%

VPU vs DUHP - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	VPU	DUHP
2026	+5.33%	+4.89%
2025	+15.69%	+13.94%
2024	+21.44%	+20.07%
2023	-7.47%	+21.31%
2022	+1.95%	-2.55%
2021	+20.23%	N/A
2020	+0.48%	N/A
2019	+27.23%	N/A
2018	+5.28%	N/A
2017	+12.90%	N/A
2016	+18.00%	N/A
2015	-5.35%	N/A
2014	+28.95%	N/A
2013	+12.65%	N/A
2012	+3.49%	N/A
2011	+18.22%	N/A
2010	+6.57%	N/A
2009	+9.14%	N/A
2008	-27.21%	N/A
2007	+16.61%	N/A
2006	+19.41%	N/A
2005	+16.00%	N/A
2004	+20.60%	N/A

VPU vs DUHP Drawdown Comparison

The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.

The maximum drawdown for DUHP was -20.04%, occurring on Sep 30, 2022. Recovery took 315 trading sessions.

The current VPU drawdown is -4.21%. The current DUHP drawdown is -0.05%.

Rank	VPU	DUHP
#1	-46.30% Dec 10, 2007 - Jun 6, 2012	-20.04% Mar 29, 2022 - Jun 30, 2023
#2	-36.43% Feb 18, 2020 - Aug 13, 2021	-17.86% Feb 19, 2025 - Jul 1, 2025
#3	-25.15% Sep 12, 2022 - Aug 1, 2024	-8.99% Feb 11, 2026 - Apr 17, 2026
#4	-16.15% Jan 29, 2015 - Mar 8, 2016	-8.83% Jul 31, 2023 - Nov 30, 2023
#5	-15.28% Apr 8, 2022 - Aug 12, 2022	-7.58% Jul 16, 2024 - Aug 21, 2024
#6	-15.14% Nov 14, 2017 - Sep 6, 2018	-5.98% Mar 28, 2024 - Jun 11, 2024
#7	-12.17% May 21, 2007 - Dec 3, 2007	-5.75% Dec 4, 2024 - Feb 18, 2025
#8	-11.88% Oct 3, 2005 - Jul 19, 2006	-4.73% Oct 27, 2025 - Dec 24, 2025
#9	-11.58% Jul 6, 2016 - Feb 28, 2017	-4.68% Mar 2, 2022 - Mar 17, 2022
#10	-11.02% Apr 30, 2013 - Feb 13, 2014	-3.58% Aug 30, 2024 - Sep 16, 2024
#11	-10.23% Nov 29, 2024 - May 16, 2025	-3.47% Oct 14, 2024 - Nov 7, 2024
#12	-9.44% Dec 31, 2021 - Mar 24, 2022	-2.81% Nov 8, 2024 - Nov 25, 2024
#13	-9.39% Jul 30, 2012 - Feb 11, 2013	-2.48% Jan 12, 2026 - Jan 27, 2026
#14	-9.27% Jun 30, 2014 - Oct 23, 2014	-2.47% Oct 3, 2025 - Oct 24, 2025
#15	-9.21% Apr 1, 2004 - Jul 19, 2004	-2.19% Jul 23, 2025 - Aug 12, 2025

Correlation

Correlation between VPU and DUHP is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2004 - 2026)

VPU vs DUHP dividend yield comparison.

Year	VPU	DUHP
2026	0.65%	0.24%
2025	2.73%	1.02%
2024	3.02%	1.13%
2023	3.49%	1.51%
2022	2.98%	1.10%
2021	2.70%	0.00%
2020	3.17%	0.00%
2019	2.83%	0.00%
2018	3.23%	0.00%
2017	3.18%	0.00%
2016	3.19%	0.00%
2015	3.63%	0.00%
2014	3.02%	0.00%
2013	3.76%	0.00%
2012	3.98%	0.00%
2011	3.46%	0.00%
2010	3.79%	0.00%
2009	3.79%	0.00%
2008	3.87%	0.00%
2007	2.50%	0.00%
2006	2.85%	0.00%
2005	2.92%	0.00%
2004	2.64%	0.00%