DUHP vs VOO

DUHP vs VOO

Which is better, DUHP or VOO?

Nearly the same fund. VOO costs less.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 41.9%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

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

MetricDUHPVOO
Expense Ratio0.20%0.03%Best
AUM$12.7B$997.4B
Dividend Yield0.92%1.04%
Holdings150509
YTD Return+10.57%+12.23%Best
1Y Return+14.90%+18.60%Best
3Y Return (annualized)+17.30%+20.98%Best
5Y Return (annualized)-+12.76%
Volatility (annualized)15.2%Best15.6%
Max Drawdown-20.1%Best-22.1%
$10,000 over 4.5 years$17,666$18,866Best
Top 10 Weight41.9%36.4%Best
Fund FamilyDimensionalVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 23, 2022Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Feb 24, 2022 to Sep 9, 2026 (4.5 years).

DUHP vs VOO 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 4.5 years both funds cover.

DUHP vs VOO Performance

Dimensional US High Profitability ETF (DUHP) is an ETF from Dimensional and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DUHP returned +14.90% while VOO returned +18.60%. Year to date, DUHP is up 10.57% versus a gain of 12.23% for VOO.

Over three years, DUHP compounded at +17.30% per year against +20.98% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 15.2% 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 -22.1% for VOO. 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 VOO 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 1.04% for VOO.

Holdings Overlap

DUHP already in VOO97.4%
VOO already in DUHP46.0%

97.4% of DUHP's money is in holdings VOO also owns. 46.0% of VOO's money is in holdings DUHP also owns.

Most of DUHP is already inside VOO. Owning both mostly buys the same companies twice.

130 positions in common, counted across the 150 positions we hold weights for in DUHP and 505 in VOO, against full books of 150 and 509.

What only one of them owns

Our book lists 365 positions for VOO that do not appear in our book for DUHP (53.5% of the fund), and 16 for DUHP that do not appear in VOO (2.5%).

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

StockWeight in DUHPWeight in VOODifference
NVDANvidia Corp.7.67%7.51%0.16%
AAPLApple, Inc6.89%6.59%0.30%
MSFTMicrosoft Corp5.15%4.30%0.85%
LLYEli Lilly & Co.5.00%1.47%3.53%
METAMeta Platform Inc 3.46%1.92%1.54%
VVisa Inc-class A Shares4.16%0.87%3.29%
MUMicron Technology, Inc.2.65%2.02%0.63%
CATCaterpillar, Inc.2.40%0.76%1.64%
LRCXLrcx Uw Equity2.18%0.84%1.34%
MAMastercard Inc2.34%0.64%1.70%

97.4% of DUHP is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DUHPVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DUHP or VOO?

DUHP has an expense ratio of 0.20% while VOO charges 0.03%. VOO is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, DUHP or VOO?

Over the past year DUHP returned +14.90% vs +18.60% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DUHP or VOO?

VOO has been the more volatile fund at 15.6% annualized versus 15.2% for DUHP. Worst drawdown: DUHP -20.1% vs VOO -22.1%.

Should I hold both DUHP and VOO?

DUHP and VOO 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 VOO?

97.4% of DUHP's money is in holdings VOO also owns. 46.0% of VOO's is in holdings DUHP also owns. They hold 130 positions in common, counted across the 150 positions we hold weights for in DUHP and 505 in VOO.

Which pays a higher dividend, DUHP or VOO?

DUHP yields 0.92% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than DUHP?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 41.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.