DUHP vs. FEQIX
Compare and contrast key facts about DFA Dimensional US High Profitability ETF (DUHP) and Fidelity Equity-Income Fund (FEQIX).
DUHP is an actively managed fund by Dimensional. It was launched on Feb 23, 2022. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DUHP or FEQIX.
Correlation
The correlation between DUHP and FEQIX is 0.87, 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
DUHP vs. FEQIX - Performance Comparison
Key characteristics
DUHP:
1.62
FEQIX:
1.47
DUHP:
2.30
FEQIX:
2.07
DUHP:
1.29
FEQIX:
1.26
DUHP:
2.48
FEQIX:
1.84
DUHP:
9.07
FEQIX:
9.04
DUHP:
2.07%
FEQIX:
1.62%
DUHP:
11.59%
FEQIX:
9.95%
DUHP:
-20.05%
FEQIX:
-62.07%
DUHP:
-5.80%
FEQIX:
-6.77%
Returns By Period
In the year-to-date period, DUHP achieves a 18.54% return, which is significantly higher than FEQIX's 14.04% return.
DUHP
18.54%
-2.47%
4.46%
20.48%
N/A
N/A
FEQIX
14.04%
-3.96%
4.47%
16.19%
6.46%
4.90%
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DUHP vs. FEQIX - Expense Ratio Comparison
DUHP has a 0.21% expense ratio, which is lower than FEQIX's 0.57% expense ratio.
Risk-Adjusted Performance
DUHP vs. FEQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Dimensional US High Profitability ETF (DUHP) and Fidelity Equity-Income Fund (FEQIX). 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
DUHP vs. FEQIX - Dividend Comparison
DUHP's dividend yield for the trailing twelve months is around 0.84%, less than FEQIX's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUHP DFA Dimensional US High Profitability ETF | 0.84% | 1.51% | 1.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FEQIX Fidelity Equity-Income Fund | 1.22% | 1.78% | 1.93% | 1.55% | 1.50% | 1.82% | 2.73% | 2.03% | 2.37% | 7.35% | 8.14% | 2.18% |
Drawdowns
DUHP vs. FEQIX - Drawdown Comparison
The maximum DUHP drawdown since its inception was -20.05%, smaller than the maximum FEQIX drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for DUHP and FEQIX. For additional features, visit the drawdowns tool.
Volatility
DUHP vs. FEQIX - Volatility Comparison
DFA Dimensional US High Profitability ETF (DUHP) has a higher volatility of 3.44% compared to Fidelity Equity-Income Fund (FEQIX) at 3.10%. This indicates that DUHP's price experiences larger fluctuations and is considered to be riskier than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.