DFLV vs. DUHP
Compare and contrast key facts about Dimensional US Large Cap Value ETF (DFLV) and DFA Dimensional US High Profitability ETF (DUHP).
DFLV and DUHP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFLV is an actively managed fund by Dimensional. It was launched on Dec 6, 2022. DUHP is an actively managed fund by Dimensional. It was launched on Feb 23, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFLV or DUHP.
Correlation
The correlation between DFLV and DUHP is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DFLV vs. DUHP - Performance Comparison
Key characteristics
DFLV:
1.18
DUHP:
1.94
DFLV:
1.75
DUHP:
2.73
DFLV:
1.21
DUHP:
1.35
DFLV:
1.54
DUHP:
2.96
DFLV:
5.72
DUHP:
10.77
DFLV:
2.49%
DUHP:
2.08%
DFLV:
12.08%
DUHP:
11.55%
DFLV:
-11.29%
DUHP:
-20.05%
DFLV:
-8.06%
DUHP:
-4.29%
Returns By Period
In the year-to-date period, DFLV achieves a 12.20% return, which is significantly lower than DUHP's 20.44% return.
DFLV
12.20%
-5.60%
4.52%
13.20%
N/A
N/A
DUHP
20.44%
-1.04%
6.43%
21.33%
N/A
N/A
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DFLV vs. DUHP - Expense Ratio Comparison
DFLV has a 0.22% expense ratio, which is higher than DUHP's 0.21% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DFLV vs. DUHP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Large Cap Value ETF (DFLV) and DFA Dimensional US High Profitability ETF (DUHP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DFLV vs. DUHP - Dividend Comparison
DFLV's dividend yield for the trailing twelve months is around 1.16%, more than DUHP's 1.12% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
DFLV Dimensional US Large Cap Value ETF | 1.16% | 1.72% | 0.11% |
DUHP DFA Dimensional US High Profitability ETF | 1.12% | 1.51% | 1.10% |
Drawdowns
DFLV vs. DUHP - Drawdown Comparison
The maximum DFLV drawdown since its inception was -11.29%, smaller than the maximum DUHP drawdown of -20.05%. Use the drawdown chart below to compare losses from any high point for DFLV and DUHP. For additional features, visit the drawdowns tool.
Volatility
DFLV vs. DUHP - Volatility Comparison
Dimensional US Large Cap Value ETF (DFLV) and DFA Dimensional US High Profitability ETF (DUHP) have volatilities of 3.83% and 3.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.