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PSET vs DUHP

Principal Quality ETF vs Dimensional US High Profitability ETF

PSET

Principal Quality ETF

Principal Funds

Annual cost

0.15%

Fund size

$33M

DUHP

Dimensional US High Profitability ETF

Dimensional Fund Advisors

Annual cost

0.20%

Fund size

$11.3B

Key differences

  • PSET costs 0.05% less per year.
  • DUHP is significantly larger than PSET — larger funds tend to be more liquid and less likely to close.
  • PSET follows a index tracking strategy; DUHP uses active selection.
  • Over the last 3 years, DUHP has delivered higher annualized returns.
  • PSET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSETDUHP
Annual cost (TER)0.15%0.20%
Fund size (AUM)$33M$11.3B
Since20162022
Dividend yield0.64%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+9.4%+23.3%
CAGR 3Y+13.4%+19.3%
CAGR 5Y+9.2%N/A
Sharpe 3Y0.631.09
Volatility 1Y12.80%11.41%
Max drawdown-34.74%-20.05%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PSET and DUHP