DUHP vs NBCR
Dimensional US High Profitability ETF vs Neuberger Berman Core Equity ETF
Which is better, DUHP or NBCR?
Each has led over a different period.
DUHP has a lower expense ratio. DUHP led over 1Y, NBCR over the full window. The two have moved almost in lockstep, correlation 0.92. NBCR is less concentrated, with 36.9% 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 | NBCR |
|---|---|---|
| Expense Ratio | 0.21%Best | 0.29% |
| AUM | $19.7B | $856M |
| Dividend Yield | 0.85% | 0.42% |
| Holdings | 160 | 206 |
| YTD Return | +12.95%Best | +9.07% |
| 1Y Return | +14.14%Best | +12.46% |
| 3Y Return (annualized) | +18.88% | - |
| Volatility (annualized) | 11.2%Best | 12.2% |
| Max Drawdown | -17.9%Best | -18.2% |
| $10,000 over 2.2 years | $13,613 | $13,854Best |
| Top 10 Weight | 44.3% | 36.9%Best |
| Fund Family | Dimensional | Neuberger Berman |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 23, 2022 | Jul 31, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Aug 1, 2024 to Oct 15, 2026 (2.2 years).
DUHP vs NBCR 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 2.2 years both funds cover.
DUHP vs NBCR Performance
Dimensional US High Profitability ETF (DUHP) is an ETF from Dimensional and Neuberger Berman Core Equity ETF (NBCR) is an ETF from Neuberger Berman. Over the past year DUHP returned +14.14% while NBCR returned +12.46%. Year to date, DUHP is up 12.95% versus a gain of 9.07% for NBCR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NBCR has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 11.2% 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 -17.9% for DUHP and -18.2% for NBCR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.92. 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 NBCR charges 0.29%. On a $10,000 position that is $21 vs $29 annually, a gap of $8 per year that compounds over a long holding period. On income, DUHP currently yields 0.85% against 0.42% for NBCR.
Holdings Overlap
68.7% of DUHP's money is in holdings NBCR also owns. 46.1% of NBCR's money is in holdings DUHP also owns.
The two portfolios partly overlap.
51 positions in common, counted across the 158 positions we hold weights for in DUHP and 203 in NBCR, against full books of 160 and 206.
What only one of them owns
Our book lists 144 positions for NBCR that do not appear in our book for DUHP (51.9% of the fund), and 98 for DUHP that do not appear in NBCR (30.9%).
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 NBCR | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.90% | 7.72% | 0.18% |
| AAPLApple, Inc | 7.41% | 6.95% | 0.46% |
| MSFTMicrosoft Corp | 4.90% | 6.03% | 1.13% |
| METAMeta Platforms Inc | 4.32% | 2.26% | 2.06% |
| LLYEli Lilly & Co. | 4.57% | 1.44% | 3.13% |
| MUMicron Technology, Inc. | 4.25% | 1.48% | 2.77% |
| VVisa Inc Class A | 4.18% | 1.27% | 2.91% |
| LRCXLrcx Uw Equity | 2.18% | 1.61% | 0.57% |
| MAMastercard Inc | 2.34% | 1.02% | 1.32% |
| CATCaterpillar, Inc. | 2.27% | 0.65% | 1.62% |
68.7% of DUHP is already inside NBCR.
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 NBCR?
DUHP has an expense ratio of 0.21% while NBCR charges 0.29%. DUHP is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, DUHP or NBCR?
Over the past year DUHP returned +14.14% vs +12.46% for NBCR, so DUHP leads on 1-year performance. Over the longest common window we track (2 years), DUHP annualized +15.05% vs +15.97% for NBCR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DUHP or NBCR?
NBCR has been the more volatile fund at 12.2% annualized versus 11.2% for DUHP. Worst drawdown: DUHP -17.9% vs NBCR -18.2%.
Should I hold both DUHP and NBCR?
DUHP and NBCR have a monthly-return correlation of 0.92, 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 NBCR?
68.7% of DUHP's money is in holdings NBCR also owns. 46.1% of NBCR's is in holdings DUHP also owns. They hold 51 positions in common, counted across the 158 positions we hold weights for in DUHP and 203 in NBCR.
Which pays a higher dividend, DUHP or NBCR?
DUHP yields 0.85% while NBCR yields 0.42%, so DUHP currently pays the higher dividend yield.
Is NBCR better than DUHP?
DUHP has a lower expense ratio. DUHP led over 1Y, NBCR over the full window. The two have moved almost in lockstep, correlation 0.92. NBCR is less concentrated, with 36.9% 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.