DUHP vs HDUS
Dimensional US High Profitability ETF vs Hartford Disciplined US Equity ETF
Which is better, DUHP or HDUS?
Nearly the same fund. HDUS costs less.
HDUS has a lower expense ratio. HDUS led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. HDUS is less concentrated, with 34.4% of the fund in its ten largest positions against 44.3%.
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 | HDUS |
|---|---|---|
| Expense Ratio | 0.21% | 0.19%Best |
| AUM | $19.7B | $111M |
| Dividend Yield | 0.85% | 1.42% |
| Holdings | 160 | 242 |
| YTD Return | +11.84% | +13.28%Best |
| 1Y Return | +13.34% | +16.53%Best |
| 3Y Return (annualized) | +18.51% | +21.04%Best |
| Volatility (annualized) | 12.3% | 12.2%Best |
| Max Drawdown | -17.9%Best | -18.2% |
| $10,000 over 3.9 years | $18,190 | $19,317Best |
| Top 10 Weight | 44.3% | 34.4%Best |
| Fund Family | Dimensional | Hartford Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 23, 2022 | Nov 16, 2022 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Nov 17, 2022 to Oct 14, 2026 (3.9 years).
DUHP vs HDUS 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 3.9 years both funds cover.
DUHP vs HDUS Performance
Dimensional US High Profitability ETF (DUHP) is an ETF from Dimensional and Hartford Disciplined US Equity ETF (HDUS) is an ETF from Hartford Funds. Over the past year DUHP returned +13.34% while HDUS returned +16.53%. Year to date, DUHP is up 11.84% versus a gain of 13.28% for HDUS.
Over three years, DUHP compounded at +18.51% per year against +21.04% for HDUS. Across the full 4-year window we track, HDUS has the edge at +18.39% annualized vs +16.58%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DUHP has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 12.2% for HDUS. 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 -17.9% for DUHP and -18.2% for HDUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DUHP charges 0.21% per year while HDUS charges 0.19%. On a $10,000 position that is $21 vs $19 annually, a gap of $2 per year that compounds over a long holding period. On income, DUHP currently yields 0.85% against 1.42% for HDUS.
Holdings Overlap
76.6% of DUHP's money is in holdings HDUS also owns. 47.5% of HDUS's money is in holdings DUHP also owns.
Most of DUHP is already inside HDUS. Owning both mostly buys the same companies twice.
69 positions in common, counted across the 158 positions we hold weights for in DUHP and 239 in HDUS, against full books of 160 and 242.
What only one of them owns
Our book lists 166 positions for HDUS that do not appear in our book for DUHP (51.8% of the fund), and 82 for DUHP that do not appear in HDUS (23.0%).
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 HDUS | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.90% | 6.67% | 1.23% |
| AAPLApple, Inc | 7.41% | 5.91% | 1.50% |
| MSFTMicrosoft Corp | 4.90% | 5.54% | 0.64% |
| METAMeta Platforms Inc | 4.32% | 2.04% | 2.28% |
| LLYEli Lilly & Co. | 4.57% | 1.07% | 3.50% |
| MUMicron Technology, Inc. | 4.25% | 1.39% | 2.86% |
| VVisa Inc Class A | 4.18% | 1.00% | 3.18% |
| MAMastercard Inc | 2.34% | 0.84% | 1.50% |
| LRCXLrcx Uw Equity | 2.18% | 0.96% | 1.22% |
| CATCaterpillar, Inc. | 2.27% | 0.53% | 1.74% |
76.6% of DUHP is already inside HDUS.
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 HDUS?
DUHP has an expense ratio of 0.21% while HDUS charges 0.19%. HDUS is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, DUHP or HDUS?
Over the past year DUHP returned +13.34% vs +16.53% for HDUS, so HDUS leads on 1-year performance. Over the longest common window we track (4 years), DUHP annualized +16.58% vs +18.39% for HDUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DUHP or HDUS?
DUHP has been the more volatile fund at 12.3% annualized versus 12.2% for HDUS. Worst drawdown: DUHP -17.9% vs HDUS -18.2%.
Should I hold both DUHP and HDUS?
DUHP and HDUS have a monthly-return correlation of 0.95, 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 HDUS?
76.6% of DUHP's money is in holdings HDUS also owns. 47.5% of HDUS's is in holdings DUHP also owns. They hold 69 positions in common, counted across the 158 positions we hold weights for in DUHP and 239 in HDUS.
Which pays a higher dividend, DUHP or HDUS?
DUHP yields 0.85% while HDUS yields 1.42%, so HDUS currently pays the higher dividend yield.
Is HDUS better than DUHP?
HDUS has a lower expense ratio. HDUS led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. HDUS is less concentrated, with 34.4% of the fund in its ten largest positions against 44.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.