DUHP vs IWB
Dimensional US High Profitability ETF vs iShares Russell 1000 ETF
Which is better, DUHP or IWB?
Nearly the same fund. IWB costs less.
IWB has a lower expense ratio. IWB led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. IWB is less concentrated, with 36.0% 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 | IWB |
|---|---|---|
| Expense Ratio | 0.21% | 0.15%Best |
| AUM | $19.7B | $49.5B |
| Dividend Yield | 0.85% | 0.92% |
| Holdings | 160 | 1,023 |
| YTD Return | +11.84% | +12.91%Best |
| 1Y Return | +13.34% | +16.56%Best |
| 3Y Return (annualized) | +18.51% | +21.96%Best |
| 5Y Return (annualized) | - | +12.34% |
| Volatility (annualized) | 15.1%Best | 15.6% |
| Max Drawdown | -20.1%Best | -22.5% |
| $10,000 over 4.6 years | $17,884 | $18,643Best |
| Top 10 Weight | 44.3% | 36.0%Best |
| Fund Family | Dimensional | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 23, 2022 | May 15, 2000 |
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 14, 2026 (4.6 years).
DUHP vs IWB 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 IWB Performance
Dimensional US High Profitability ETF (DUHP) is an ETF from Dimensional and iShares Russell 1000 ETF (IWB) is an ETF from iShares by BlackRock (US). Over the past year DUHP returned +13.34% while IWB returned +16.56%. Year to date, DUHP is up 11.84% versus a gain of 12.91% for IWB.
Over three years, DUHP compounded at +18.51% per year against +21.96% for IWB.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWB has been the more volatile fund, with annualized monthly volatility of 15.6% 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 -22.5% for IWB. 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 0.21% per year while IWB charges 0.15%. On a $10,000 position that is $21 vs $15 annually, a gap of $6 per year that compounds over a long holding period. On income, DUHP currently yields 0.85% against 0.92% for IWB.
Holdings Overlap
97.3% of DUHP's money is in holdings IWB also owns. 45.5% of IWB's money is in holdings DUHP also owns.
Most of DUHP is already inside IWB. Owning both mostly buys the same companies twice.
149 positions in common, counted across the 158 positions we hold weights for in DUHP and 1,024 in IWB, against full books of 160 and 1,023.
What only one of them owns
Our book lists 764 positions for IWB that do not appear in our book for DUHP (53.5% of the fund), and 6 for DUHP that do not appear in IWB (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
| Stock | Weight in DUHP | Weight in IWB | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.90% | 7.63% | 0.27% |
| AAPLApple, Inc | 7.41% | 6.77% | 0.64% |
| MSFTMicrosoft Corp | 4.90% | 5.40% | 0.50% |
| METAMeta Platforms Inc | 4.32% | 2.26% | 2.06% |
| MUMicron Technology, Inc. | 4.25% | 1.75% | 2.50% |
| LLYEli Lilly & Co. | 4.57% | 1.30% | 3.27% |
| VVisa Inc Class A | 4.18% | 0.86% | 3.32% |
| MAMastercard Inc | 2.34% | 0.63% | 1.71% |
| CATCaterpillar, Inc. | 2.27% | 0.53% | 1.74% |
| LRCXLrcx Uw Equity | 2.18% | 0.60% | 1.58% |
97.3% of DUHP is already inside IWB.
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 IWB?
DUHP has an expense ratio of 0.21% while IWB charges 0.15%. IWB is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, DUHP or IWB?
Over the past year DUHP returned +13.34% vs +16.56% for IWB, so IWB leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DUHP or IWB?
IWB has been the more volatile fund at 15.6% annualized versus 15.1% for DUHP. Worst drawdown: DUHP -20.1% vs IWB -22.5%.
Should I hold both DUHP and IWB?
DUHP and IWB 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 IWB?
97.3% of DUHP's money is in holdings IWB also owns. 45.5% of IWB's is in holdings DUHP also owns. They hold 149 positions in common, counted across the 158 positions we hold weights for in DUHP and 1,024 in IWB.
Which pays a higher dividend, DUHP or IWB?
DUHP yields 0.85% while IWB yields 0.92%, so IWB currently pays the higher dividend yield.
Is IWB better than DUHP?
IWB has a lower expense ratio. IWB led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. IWB is less concentrated, with 36.0% 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.