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ETF comparison

DUHP vs IWM

Quality Factor vs US Small Cap.

DFA U.S. High Relative Profitability Portfolio – ETF Class Shares · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of DUHP and IWM would leave roughly 0.0% of each dollar exposed to the same underlying securities.

DUHP unmatched 99.8% Shared 0.0% IWM unmatched 99.8%

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
150 positions
Shared
0 positions
In IWM only
2,014 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%
IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$78.04B
TTM yield
0.99%
Top-10 conc.
3.4%

Sub-score comparison

78
Cost
81
86
Tax efficiency
89
100
Liquidity
100
55
Concentration
100
—
Tracking quality
—
DUHP sub-score IWM

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

Cost difference

IWM is 3 bps cheaper than DUHP. On a $100,000 position that's about $30/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 IWM.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in DUHP

150 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 IWM

2,014 total
  • Moog, Inc. 0.38%
  • Hut 8 Corp. 0.37%
  • Viasat, Inc. 0.35%
  • BrightSpring Health Services, Inc. 0.35%
  • Cytokinetics, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • Argan, Inc. 0.34%
  • UMB Financial Corp. 0.33%
  • JFrog Ltd. 0.31%
  • Riot Platforms, Inc. 0.30%

Percentages are holdings overlap with the named fund.

Open DUHP or IWM 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.