DUHP vs NOEQ

DUHP vs NOEQ

Which is better, DUHP or NOEQ?

NOEQ costs less.

NOEQ has a lower expense ratio. DUHP is less concentrated, with 44.3% of the fund in its ten largest positions against 61.7%.

Lower Fees: NOEQLess Concentrated: DUHP

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

MetricDUHPNOEQ
Expense Ratio0.21%0.12%Best
AUM$19.7B$906M
Dividend Yield0.85%0.41%
Holdings160406
YTD Return+11.84%+17.57%Best
1Y Return+13.34%-
3Y Return (annualized)+18.51%-
Top 10 Weight44.3%Best61.7%
Fund FamilyDimensionalNorthern Trust Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 23, 2022Mar 20, 2026

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

DUHP vs NOEQ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare DUHP against instead:DUHP vs SPYDUHP vs QQQDUHP vs VOODUHP vs VTINOEQ against:NOEQ vs VXUS

DUHP vs NOEQ Performance

Dimensional US High Profitability ETF (DUHP) is an ETF from Dimensional and Northern Trust US Equity ETF (NOEQ) is an ETF from Northern Trust Asset Management. Year to date, DUHP is up 11.84% versus a gain of 17.57% for NOEQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

DUHP charges 0.21% per year while NOEQ 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 0.41% for NOEQ.

Holdings Overlap

DUHP already in NOEQ83.6%
NOEQ already in DUHP24.6%

83.6% of DUHP's money is in holdings NOEQ also owns. 24.6% of NOEQ's money is in holdings DUHP also owns.

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

79 positions in common, counted across the 158 positions we hold weights for in DUHP and 401 in NOEQ, against full books of 160 and 406.

What only one of them owns

Our book lists 220 positions for NOEQ that do not appear in our book for DUHP (73.5% of the fund), and 72 for DUHP that do not appear in NOEQ (16.1%).

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 NOEQDifference
NVDANvidia Corp7.90%3.29%4.61%
AAPLApple, Inc7.41%2.86%4.55%
LLYEli Lilly & Co.4.57%3.48%1.09%
MSFTMicrosoft Corp4.90%2.09%2.81%
MUMicron Technology, Inc.4.25%0.46%3.79%
METAMeta Platforms Inc4.32%0.36%3.96%
MRKMerck & Company Inc1.59%2.91%1.32%
VVisa Inc Class A4.18%0.31%3.87%
GEGeneral Electric Co.1.23%2.23%1.00%
CATCaterpillar, Inc.2.27%0.36%1.91%

83.6% of DUHP is already inside NOEQ.

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

DUHPNOEQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DUHP or NOEQ?

DUHP has an expense ratio of 0.21% while NOEQ charges 0.12%. NOEQ is the cheaper option, by $9 a year on a $10,000 investment.

What is the holdings overlap between DUHP and NOEQ?

83.6% of DUHP's money is in holdings NOEQ also owns. 24.6% of NOEQ's is in holdings DUHP also owns. They hold 79 positions in common, counted across the 158 positions we hold weights for in DUHP and 401 in NOEQ.

Which pays a higher dividend, DUHP or NOEQ?

DUHP yields 0.85% while NOEQ yields 0.41%, so DUHP currently pays the higher dividend yield.

Is NOEQ better than DUHP?

NOEQ has a lower expense ratio. DUHP is less concentrated, with 44.3% of the fund in its ten largest positions against 61.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.