DUHP vs IVV
Dimensional US High Profitability ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | DUHP | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.03% | |
| AUM | $13.0B | $907.0B | |
| Dividend Yield | 0.92% | 1.10% | |
| Holdings | 162 | 508 | |
| YTD Return | +11.36% | +12.28% | |
| 1Y Return | +16.13% | +20.94% | |
| 3Y Return (annualized) | +18.04% | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 15.3% | 15.1% | |
| Max Drawdown | -20.1% | -56.5% | |
| Fund Family | Dimensional | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Feb 23, 2022 | May 15, 2000 |
DUHP vs IVV Performance
Dimensional US High Profitability ETF (DUHP) is a ETF from Dimensional and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DUHP returned +16.13% while IVV returned +20.94%. Year to date, DUHP is up 11.36% versus a gain of 12.28% for IVV.
Over three years, DUHP compounded at +18.04% per year against +21.81% for IVV. Across the full 5-year window we track, DUHP has the edge at +13.84% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DUHP has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -20.1% for DUHP and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DUHP charges 0.20% per year while IVV charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, DUHP currently yields 0.92% against 1.10% for IVV.
Holdings Overlap
DUHP and IVV share 129 holdings out of 526 unique holdings combined, representing a 42.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DUHP or IVV?
DUHP has an expense ratio of 0.20% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, DUHP or IVV?
Over the past year DUHP returned +16.13% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), DUHP annualized +13.84% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, DUHP or IVV?
DUHP has been the more volatile fund at 15.3% annualized versus 15.1% for IVV. Worst drawdown: DUHP -20.1% vs IVV -56.5%.
Should I hold both DUHP and IVV?
DUHP and IVV have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DUHP and IVV?
DUHP and IVV share 129 common holdings with a 42.4% weight overlap. Combined, they hold 526 unique securities.
Which pays a higher dividend, DUHP or IVV?
DUHP yields 0.92% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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