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ETF comparison

DUHP vs IJH

Quality Factor vs US Mid Cap.

DFA U.S. High Relative Profitability Portfolio – ETF Class Shares · iShares Core S&P Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.9 %

13 positions appear in both funds. Buying equal dollars of DUHP and IJH would leave roughly 0.9% of each dollar exposed to the same underlying securities.

DUHP unmatched 99.0% Shared 0.9% IJH unmatched 98.9%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In DUHP only
137 positions
Shared
13 positions
In IJH only
387 positions

Side by side

DUHP

DFA U.S. High Relative Profitability Portfolio – ETF Class Shares

Dimensional · Quality Factor

82 composite / 100
Expense ratio
0.22%
Net assets
$12.70B
TTM yield
0.85%
Top-10 conc.
41.4%
IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$120.93B
TTM yield
1.25%
Top-10 conc.
10.9%

Sub-score comparison

78
Cost
95
86
Tax efficiency
88
100
Liquidity
100
55
Concentration
99
—
Tracking quality
—
DUHP sub-score IJH

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IJH is 17 bps cheaper than DUHP. On a $100,000 position that's about $170/yr more in fees for DUHP.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DUHP vs IJH.

Top shared holdings

13 shared in total
# Holding In DUHP In IJH Overlap
1 BURLINGTON STORES, INC. 0.23% 0.55% 0.23%
2 XPO, INC. 0.18% 0.66% 0.18%
3 TECHNIPFMC PLC 0.13% 0.73% 0.13%
4 SERVICE CORPORATION INTERNATIONAL 0.12% 0.29% 0.12%
5 LINCOLN ELECTRIC HOLDINGS, INC. 0.05% 0.40% 0.05%
6 DICK'S SPORTING GOODS, INC. 0.05% 0.41% 0.05%
7 EQUITABLE HOLDINGS, INC. 0.04% 0.33% 0.04%
8 CARLISLE COMPANIES INCORPORATED 0.02% 0.40% 0.02%
9 MEDPACE HOLDINGS, INC. 0.01% 0.33% 0.01%
10 UL SOLUTIONS INC. 0.01% 0.22% 0.01%
11 SOLSTICE ADVANCED MATERIALS INC. 0.01% 0.39% 0.01%
12 WARNER MUSIC GROUP CORP. 0.00% 0.11% 0.00%

Only in DUHP

137 total
  • NVIDIA CORPORATION 7.23%
  • APPLE INC. 7.04%
  • ELI LILLY AND COMPANY 5.06%
  • MICROSOFT CORPORATION 5.06%
  • VISA INC. 4.25%
  • META PLATFORMS, INC. 3.41%
  • MICRON TECHNOLOGY, INC. 2.47%
  • MASTERCARD INCORPORATED 2.42%
  • CATERPILLAR INC. 2.31%
  • LAM RESEARCH CORPORATION 2.14%

Only in IJH

387 total
  • TWILIO INC 0.86%
  • CARPENTER TECHNOLOGY CORP 0.84%
  • MKS INC 0.83%
  • CURTISS-WRIGHT CORP 0.77%
  • NVENT ELECTRIC PLC 0.75%
  • ENTEGRIS INC 0.75%
  • ATI INC 0.74%
  • ILLUMINA INC 0.73%
  • MASTEC INC 0.71%
  • WOODWARD INC 0.70%

Percentages are holdings overlap with the named fund.

Open DUHP or IJH at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.