DUHP - ETF AI Analysis
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Dimensional US High Profitability ETF (DUHP)
DUHP, the Dimensional US High Profitability ETF, earns a solid overall rating because it is heavily invested in highly profitable, industry-leading companies like Apple, Microsoft, and Nvidia, whose strong financial performance and growth in areas such as cloud computing, AI, and services support the fund’s quality. The rating is held back somewhat by risks such as high valuations, occasional bearish technical signals, and exposure to leverage or debt in names like Eli Lilly and Caterpillar, as well as the fund’s concentration in a relatively small group of large U.S. growth and technology-related stocks.
DUHP vs. SPDR S&P 500 ETF (SPY)
- AUM
- 13.15B
- Region
- North America
- Expense Ratio
- 0.20%
- Beta
- 0.85
- Issuer
- DFA
- Inception Date
- Feb 23, 2022
- Dividend Yield
- 0.84%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
DUHP Summary
Dimensional US High Profitability ETF (DUHP) is a U.S. stock fund that focuses on large, highly profitable companies rather than tracking a specific index. It mainly invests in American businesses across technology, health care, financials, and consumer sectors. Well-known holdings include Apple, Nvidia, and Microsoft. Someone might invest in DUHP to seek long-term growth from strong, established companies while still getting broad diversification across many industries. A key risk is that it is heavily tilted toward tech and other U.S. stocks, so its value can go up and down with swings in the stock market and technology sector.
How much will it cost me?
DUHP has an expense ratio of 0.20%, which means you’ll pay about $2 per year for every $1,000 invested. This cost is slightly higher than the cheapest broad U.S. index ETFs because DUHP is more actively managed, focusing specifically on high-profitability companies rather than simply tracking a standard index.
What would affect this ETF?
DUHP is heavily invested in profitable U.S. large-cap technology and healthcare companies like Nvidia, Apple, and Eli Lilly, so continued innovation, strong corporate earnings, and a healthy U.S. economy could support future growth. On the downside, rising interest rates, tighter regulations on big tech or financial firms, or a slowdown in U.S. economic activity could hurt these sectors and reduce the ETF’s performance.
DUHP Top 10 Holdings
DUHP is powered by a U.S. mega-cap engine, with Nvidia, Apple, Microsoft, and Micron giving the fund a clear tilt toward high-profit, AI-driven tech. Apple and Microsoft have been steadily rising, while Eli Lilly and the payment giants Visa and Mastercard add a healthy dose of defensive, cash-generating strength. On the flip side, Nvidia and Micron have turned a bit choppy lately, and Meta’s mixed performance has been a mild drag. Overall, this is a U.S.-only, profitability-first portfolio, heavily anchored in Big Tech and digital payments.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.38% | $1.45B | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 7.47% | $1.46B | $5.03T | 26.98% | 79Outperform |
 LLY | Eli Lilly & Co | 5.15% | $1.01B | $1.33T | 67.86% | 72Outperform |
 MSFT | Microsoft | 4.52% | $887.57M | $3.88T | -0.73% | 79Outperform |
 V | Visa | 4.54% | $891.44M | $782.42B | 19.87% | 70Outperform |
 MU | Micron | 4.05% | $794.93M | $1.00T | 294.96% | 79Outperform |
 META | Meta Platforms | 2.65% | $519.28M | $1.57T | -7.72% | 76Outperform |
 MA | Mastercard | 2.53% | $495.47M | $559.19B | 15.23% | 75Outperform |
 CAT | Caterpillar | 1.87% | $366.10M | $286.26B | 6.79% | 76Outperform |
 HD | Home Depot | 1.94% | $381.21M | $328.44B | -13.27% | 66Neutral |
DUHP Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DUHP, the sentiment is Positive. The current price of 42.62 is above the 20-day moving average (MA) of 42.57, above the 50-day MA of 42.26, and above the 200-day MA of 40.30, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 52.37 is Neutral, neither overbought nor oversold. The STOCH value of 77.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DUHP.
DUHP Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DUHP | $42.62 | $47.00(10.28% Upside) | $13.15B | 0.20% | 74Outperform |
 JEPI | $57.56 | $68.12(18.35% Upside) | $46.46B | 0.35% | 71Outperform |
 JEPQ | $57.58 | $76.17(32.29% Upside) | $43.82B | 0.35% | 73Outperform |
 AVLV | $94.06 | $109.70(16.63% Upside) | $22.72B | 0.15% | 73Outperform |
 QQQI | $51.66 | $67.92(31.48% Upside) | $15.27B | 0.68% | 73Outperform |
 SPYI | $52.43 | $64.73(23.48% Upside) | $12.67B | 0.68% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DUHP | Dimensional US High Profitability ETF | 42.62 | 5.09 | 13.57% | |
| JEPI | JPMorgan Equity Premium Income ETF | 57.56 | 5.18 | 9.88% | |
| JEPQ | J.P. Morgan Nasdaq Equity Premium Income ETF | 57.58 | 4.86 | 9.22% | |
| AVLV | Avantis U.S. Large Cap Value ETF | 94.06 | 22.18 | 30.86% | |
| QQQI | NEOS Nasdaq 100 High Income ETF | 51.66 | 3.29 | 6.80% | |
| SPYI | NEOS S&P 500 High Income ETF | 52.42 | 5.52 | 11.76% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.