DUHP vs JMOM
Dimensional US High Profitability ETF vs JPMorgan US Momentum Factor ETF
Which is better, DUHP or JMOM?
JMOM has been ahead.
JMOM has a lower expense ratio. JMOM led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.94. JMOM is less concentrated, with 19.1% 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 | JMOM |
|---|---|---|
| Expense Ratio | 0.21% | 0.12%Best |
| AUM | $19.7B | $2.8B |
| Dividend Yield | 0.85% | 0.75% |
| Holdings | 160 | 594 |
| YTD Return | +11.84% | +20.05%Best |
| 1Y Return | +13.34% | +22.67%Best |
| 3Y Return (annualized) | +18.51% | +26.39%Best |
| 5Y Return (annualized) | - | +13.72% |
| Volatility (annualized) | 15.1%Best | 17.0% |
| Max Drawdown | -20.1%Best | -22.3% |
| $10,000 over 4.6 years | $17,884 | $20,517Best |
| Top 10 Weight | 44.3% | 19.1%Best |
| Fund Family | Dimensional | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 23, 2022 | Nov 8, 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 14, 2026 (4.6 years).
DUHP vs JMOM 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 JMOM Performance
Dimensional US High Profitability ETF (DUHP) is an ETF from Dimensional and JPMorgan US Momentum Factor ETF (JMOM) is an ETF from J.P. Morgan Asset Management. Over the past year DUHP returned +13.34% while JMOM returned +22.67%. Year to date, DUHP is up 11.84% versus a gain of 20.05% for JMOM.
Over three years, DUHP compounded at +18.51% per year against +26.39% for JMOM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JMOM has been the more volatile fund, with annualized monthly volatility of 17.0% 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 -22.3% for JMOM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.94. 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 JMOM charges 0.12%. On a $10,000 position that is $21 vs $12 annually, a gap of $9 per year that compounds over a long holding period. On income, DUHP currently yields 0.85% against 0.75% for JMOM.
Holdings Overlap
57.5% of DUHP's money is in holdings JMOM also owns. 33.5% of JMOM's money is in holdings DUHP also owns.
The two portfolios partly overlap.
56 positions in common, counted across the 158 positions we hold weights for in DUHP and 285 in JMOM, against full books of 160 and 594.
What only one of them owns
Our book lists 216 positions for JMOM that do not appear in our book for DUHP (63.0% of the fund), and 93 for DUHP that do not appear in JMOM (42.2%).
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 JMOM | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.90% | 1.97% | 5.93% |
| AAPLApple, Inc | 7.41% | 2.03% | 5.38% |
| MSFTMicrosoft Corp | 4.90% | 2.02% | 2.88% |
| MUMicron Technology, Inc. | 4.25% | 2.12% | 2.13% |
| LLYEli Lilly & Co. | 4.57% | 0.89% | 3.68% |
| LRCXLrcx Uw Equity | 2.18% | 1.28% | 0.90% |
| CATCaterpillar, Inc. | 2.27% | 1.07% | 1.20% |
| COSTCostco Wholesale Corp. | 1.17% | 1.13% | 0.04% |
| KLACKla-tencor | 1.41% | 0.87% | 0.54% |
| GEGeneral Electric Co. | 1.23% | 0.92% | 0.31% |
57.5% of DUHP is already inside JMOM.
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 JMOM?
DUHP has an expense ratio of 0.21% while JMOM charges 0.12%. JMOM is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, DUHP or JMOM?
Over the past year DUHP returned +13.34% vs +22.67% for JMOM, so JMOM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DUHP or JMOM?
JMOM has been the more volatile fund at 17.0% annualized versus 15.1% for DUHP. Worst drawdown: DUHP -20.1% vs JMOM -22.3%.
Should I hold both DUHP and JMOM?
DUHP and JMOM have a monthly-return correlation of 0.94, 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 JMOM?
57.5% of DUHP's money is in holdings JMOM also owns. 33.5% of JMOM's is in holdings DUHP also owns. They hold 56 positions in common, counted across the 158 positions we hold weights for in DUHP and 285 in JMOM.
Which pays a higher dividend, DUHP or JMOM?
DUHP yields 0.85% while JMOM yields 0.75%, so DUHP currently pays the higher dividend yield.
Is JMOM better than DUHP?
JMOM has a lower expense ratio. JMOM led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.94. JMOM is less concentrated, with 19.1% 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.