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DUHP vs PY
Dimensional US High Profitability ETF vs Principal Value ETF
Key differences
- PY costs 0.05% less per year.
- DUHP is significantly larger than PY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, DUHP has delivered higher annualized returns.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DUHP | PY | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.15% |
| Fund size (AUM) | $11.3B | $212M |
| Since | 2022 | 2016 |
| Dividend yield | 1.03% | 2.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.3% | +17.5% |
| CAGR 3Y | +19.3% | +13.5% |
| CAGR 5Y | N/A | +7.8% |
| Sharpe 3Y | 1.09 | 0.73 |
| Volatility 1Y | 11.41% | 10.72% |
| Max drawdown | -20.05% | -45.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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