ETF comparison

DUHP vs VIG

Quality Factor vs Dividend.

Dimensional US High Profitability ETF · Vanguard Dividend Appreciation Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
43.3 %

67 positions appear in both funds. Buying equal dollars of DUHP and VIG would leave roughly 43.3% of each dollar exposed to the same underlying securities.

DUHP only 57.6% Shared 43.3% VIG only 56.1%
In DUHP only
94 positions
Shared
67 positions
In VIG only
265 positions

Side by side

DUHP

Dimensional US High Profitability ETF

Dimensional · Quality Factor

83 composite / 100
Expense ratio
0.20%
Net assets
$12.32B
TTM yield
0.92%
Top-10 conc.
40.0%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89 composite / 100
Expense ratio
0.040%
Net assets
$129.46B
TTM yield
1.51%
Top-10 conc.
32.5%

Sub-score comparison

80
Cost
96
86
Tax efficiency
77
100
Liquidity
100
57
Concentration
68
Tracking quality
DUHP sub-score VIG

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

Cost difference

VIG is 16 bps cheaper than DUHP. On a $100,000 position that's about $160/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 VIG.

Top shared holdings

67 shared in total
# Holding In DUHP In VIG Overlap
1 APPLE INC. 6.49% 4.07% 4.07%
2 MICROSOFT CORPORATION 4.28% 3.97% 3.97%
3 ELI LILLY AND COMPANY 4.21% 3.34% 3.34%
4 VISA INC. 4.00% 2.33% 2.33%
5 CATERPILLAR INC. 2.64% 1.87% 1.87%
6 MASTERCARD INCORPORATED 2.21% 1.84% 1.84%
7 COSTCO WHOLESALE CORPORATION 1.60% 2.03% 1.60%
8 THE HOME DEPOT, INC. 2.11% 1.47% 1.47%
9 LAM RESEARCH CORPORATION 1.99% 1.45% 1.45%
10 THE COCA-COLA COMPANY 1.46% 1.37% 1.37%
11 ORACLE CORPORATION 1.78% 1.23% 1.23%
12 MERCK & CO., INC. 1.56% 1.22% 1.22%

Only in DUHP

94 total
  • NVIDIA CORPORATION 7.73%
  • META PLATFORMS, INC. 4.32%
  • THE TJX COMPANIES, INC. 1.28%
  • VERTIV HOLDINGS CO 1.16%
  • DIMENSIONAL FUND ADVISORS LP 1.02%
  • ROSS STORES, INC. 0.95%
  • NETFLIX, INC. 0.95%
  • MICRON TECHNOLOGY, INC. 0.92%
  • BRISTOL-MYERS SQUIBB COMPANY 0.91%
  • CHENIERE ENERGY, INC. 0.90%

Only in VIG

265 total
  • Broadcom Inc 5.18%
  • JPMorgan Chase & Co 3.59%
  • Exxon Mobil Corp 2.90%
  • Walmart Inc 2.60%
  • Cisco Systems Inc 1.63%
  • Bank of America Corp 1.57%
  • UnitedHealth Group Inc 1.51%
  • Goldman Sachs Group Inc/The 1.19%
  • Linde PLC 1.05%
  • Morgan Stanley 1.03%

Open DUHP or VIG 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.