DUHP vs SCHK
Dimensional US High Profitability ETF vs Schwab 1000 Index ETF
Which is better, DUHP or SCHK?
Nearly the same fund. SCHK costs less.
SCHK has a lower expense ratio. SCHK led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. SCHK is less concentrated, with 35.5% 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 | SCHK |
|---|---|---|
| Expense Ratio | 0.20% | 0.03%Best |
| AUM | $19.1B | $5.7B |
| Dividend Yield | 0.90% | 1.01% |
| Holdings | 160 | 986 |
| YTD Return | +12.60% | +14.55%Best |
| 1Y Return | +14.33% | +18.10%Best |
| 3Y Return (annualized) | +18.80% | +22.71%Best |
| 5Y Return (annualized) | - | +13.05% |
| Volatility (annualized) | 15.1%Best | 15.7% |
| Max Drawdown | -20.1%Best | -22.6% |
| $10,000 over 4.6 years | $18,007 | $18,974Best |
| Top 10 Weight | 43.0% | 35.5%Best |
| Fund Family | Dimensional | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 23, 2022 | Oct 11, 2017 |
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 13, 2026 (4.6 years).
DUHP vs SCHK 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 SCHK Performance
Dimensional US High Profitability ETF (DUHP) is an ETF from Dimensional and Schwab 1000 Index ETF (SCHK) is an ETF from Charles Schwab Asset Management. Over the past year DUHP returned +14.33% while SCHK returned +18.10%. Year to date, DUHP is up 12.60% versus a gain of 14.55% for SCHK.
Over three years, DUHP compounded at +18.80% per year against +22.71% for SCHK.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHK has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 15.1% for DUHP. 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 -22.6% for SCHK. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 SCHK 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 0.90% against 1.01% for SCHK.
Holdings Overlap
99.7% of DUHP's money is in holdings SCHK also owns. 46.3% of SCHK's money is in holdings DUHP also owns.
Most of DUHP is already inside SCHK. Owning both mostly buys the same companies twice.
155 positions in common, counted across the 158 positions we hold weights for in DUHP and 980 in SCHK, against full books of 160 and 986.
What only one of them owns
Our book lists 762 positions for SCHK that do not appear in our book for DUHP (53.1% of the fund), and 2 for DUHP that do not appear in SCHK (0.1%).
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 SCHK | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.73% | 7.45% | 0.28% |
| AAPLApple, Inc | 7.38% | 6.88% | 0.50% |
| MSFTMicrosoft Corp | 4.99% | 5.19% | 0.20% |
| METAMeta Platforms Inc | 3.68% | 2.01% | 1.67% |
| LLYEli Lilly & Co. | 4.34% | 1.24% | 3.10% |
| MUMicron Technology, Inc. | 3.78% | 1.55% | 2.23% |
| VVisa Inc Class A | 4.23% | 0.87% | 3.36% |
| MAMastercard Inc | 2.37% | 0.65% | 1.72% |
| CATCaterpillar, Inc. | 2.33% | 0.53% | 1.80% |
| LRCXLrcx Uw Equity | 2.14% | 0.53% | 1.61% |
99.7% of DUHP is already inside SCHK.
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 SCHK?
DUHP has an expense ratio of 0.20% while SCHK charges 0.03%. SCHK is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, DUHP or SCHK?
Over the past year DUHP returned +14.33% vs +18.10% for SCHK, so SCHK leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DUHP or SCHK?
SCHK has been the more volatile fund at 15.7% annualized versus 15.1% for DUHP. Worst drawdown: DUHP -20.1% vs SCHK -22.6%.
Should I hold both DUHP and SCHK?
DUHP and SCHK have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between DUHP and SCHK?
99.7% of DUHP's money is in holdings SCHK also owns. 46.3% of SCHK's is in holdings DUHP also owns. They hold 155 positions in common, counted across the 158 positions we hold weights for in DUHP and 980 in SCHK.
Which pays a higher dividend, DUHP or SCHK?
DUHP yields 0.90% while SCHK yields 1.01%, so SCHK currently pays the higher dividend yield.
Is SCHK better than DUHP?
SCHK has a lower expense ratio. SCHK led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. SCHK is less concentrated, with 35.5% 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.