DUHP vs SCHD
Dimensional US High Profitability ETF vs Schwab US Dividend Equity ETF
Which is better, DUHP or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. DUHP led over 3Y and the full window, SCHD over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 43.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DUHP | SCHD |
|---|---|---|
| Expense Ratio | 0.20% | 0.06%Best |
| AUM | $19.1B | $108.9B |
| Dividend Yield | 0.90% | 3.00% |
| Holdings | 160 | 206 |
| YTD Return | +11.23% | +20.67%Best |
| 1Y Return | +11.48% | +22.79%Best |
| 3Y Return (annualized) | +19.30%Best | +15.93% |
| 5Y Return (annualized) | - | +9.26% |
| Volatility (annualized) | 15.1%Tie | 15.1%Tie |
| Max Drawdown | -20.1% | -16.1%Best |
| $10,000 over 4.6 years | $17,862Best | $15,464 |
| Top 10 Weight | 43.0% | 41.8%Best |
| Fund Family | Dimensional | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Feb 23, 2022 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 24, 2022 to Oct 1, 2026 (4.6 years).
DUHP vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.6 years both funds cover.
DUHP vs SCHD Performance
Dimensional US High Profitability ETF (DUHP) is an ETF from Dimensional and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DUHP returned +11.48% while SCHD returned +22.79%. Year to date, DUHP is up 11.23% versus a gain of 20.67% for SCHD.
Over three years, DUHP compounded at +19.30% per year against +15.93% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DUHP and SCHD have been equally volatile, both at 15.1% annualized.
The deepest peak-to-trough decline in our data was -20.1% for DUHP and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DUHP charges 0.20% per year while SCHD charges 0.06%. On a $10,000 position that is $20 vs $6 annually, a gap of $14 per year that compounds over a long holding period. On income, DUHP currently yields 0.90% against 3.00% for SCHD.
Holdings Overlap
15.3% of DUHP's money is in holdings SCHD also owns. 62.8% of SCHD's money is in holdings DUHP also owns.
The two portfolios partly overlap.
25 positions in common, counted across the 158 positions we hold weights for in DUHP and 99 in SCHD, against full books of 160 and 206.
What only one of them owns
Our book lists 73 positions for SCHD that do not appear in our book for DUHP (37.1% of the fund), and 121 for DUHP that do not appear in SCHD (84.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in DUHP | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 1.58% | 4.77% | 3.19% |
| HDHome Depot Inc/The | 1.87% | 3.75% | 1.88% |
| AMGNAmgen Inc. | 1.37% | 4.24% | 2.87% |
| KOCoca Cola Co. | 0.85% | 4.26% | 3.41% |
| PEPPepsico Inc. | 1.33% | 3.63% | 2.30% |
| TXNTexas Instrument Inc | 1.22% | 3.31% | 2.09% |
| VZVerizon Communications Inc Vz | 0.24% | 4.12% | 3.88% |
| COPConocophillips Common Stock USD 0.01 | 0.12% | 4.19% | 4.07% |
| PGProcter & Gamble Company | 0.37% | 3.94% | 3.57% |
| BMYBristol-Myers Squibb Co. | 0.91% | 3.25% | 2.34% |
62.8% of SCHD is already inside DUHP.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DUHP or SCHD?
DUHP has an expense ratio of 0.20% while SCHD charges 0.06%. SCHD is the cheaper option, by $14 a year on a $10,000 investment.
Which performed better, DUHP or SCHD?
Over the past year DUHP returned +11.48% vs +22.79% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DUHP or SCHD?
DUHP and SCHD have been equally volatile, both at 15.1% annualized. Worst drawdown: DUHP -20.1% vs SCHD -16.1%.
Should I hold both DUHP and SCHD?
DUHP and SCHD have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DUHP and SCHD?
62.8% of SCHD's money is in holdings DUHP also owns. 62.8% of SCHD's is in holdings DUHP also owns. They hold 25 positions in common, counted across the 158 positions we hold weights for in DUHP and 99 in SCHD.
Which pays a higher dividend, DUHP or SCHD?
DUHP yields 0.90% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than DUHP?
SCHD has a lower expense ratio. DUHP led over 3Y and the full window, SCHD over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 43.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.