DUHP vs IVV: fund overlap

ETF comparisons  /  DUHP vs IVV

equity comparison · DUHP 2026-04-30 · IVV 2026-09-11

DUHP vs IVV

Dimensional US High Profitability ETF compared with iShares Core S&P 500 ETF

The funds share a substantial core but differ outside it.DUHP has 25 companies outside the overlap; IVV has 367.

Do DUHP and IVV overlap?

DUHP and IVV overlap by 41.6% by weight, across 136 shared companies.

DUHPequity

Dimensional US High Profitability ETF

161holdings
0.20%annual fee
USmarket
Valuation159 companies covered
26.7×P / E98% by weight
11.40×P / B92% by weight
3.7%Earnings yield
DUHP holdings and fund profile
IVVUS equity

iShares Core S&P 500 ETF

508holdings
0.03%annual fee
USmarket
Valuation491 companies covered
26.8×P / E97% by weight
5.40×P / B85% by weight
3.7%Earnings yield
IVV holdings and fund profile

Price development

Both lines rebased to 0% over their shared dates

Largest shared positions

136 companies held in both funds

DUHP weight IVV weight
Shared companyDUHP IVV
NVIDIA CORP NVDA
7.66%
8.00%
Apple Inc AAPL
6.44%
7.39%
Microsoft Corp MSFT
4.24%
5.57%
META PLATFORMS INC-CLASS A META
4.29%
2.15%
ELI LILLY & CO LLY
4.18%
1.34%
Visa Inc V
3.97%
0.93%
Micron Technology Inc MU
0.91%
1.66%
JOHNSON & JOHNSON JNJ
0.85%
0.97%
Mastercard Inc MA
2.19%
0.70%
AbbVie Inc ABBV
1.01%
0.69%
Costco Wholesale Corp COST
1.58%
0.61%
Caterpillar Inc CAT
2.62%
0.57%
LAM RESEARCH CORPORATION LRCX
1.97%
0.56%
Merck & Co Inc MRK
1.55%
0.54%
THE COCA-COLA COMPANY KO
1.45%
0.52%
NETFLIX INC NFLX
0.94%
0.49%
Home Depot Inc/The HD
2.09%
0.47%
Applied Materials Inc AMAT
0.46%
0.55%
THE PROCTER & GAMBLE COMPANY PG
0.42%
0.51%
Oracle Corp ORCL
1.77%
0.39%
Texas Instruments Inc TXN
0.81%
0.37%
KLA Corp KLAC
1.43%
0.36%
INTERNATIONAL BUSINESS MACHINES CORPORATION IBM
1.20%
0.35%
Amgen Inc AMGN
1.31%
0.31%
Amphenol Corp APH
0.52%
0.31%

DUHP and IVV questions

Based on the holdings compared above

How much do DUHP and IVV overlap?

DUHP and IVV overlap by 41.6% by weight, across 136 shared companies.

Which companies do DUHP and IVV both hold?

The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, META PLATFORMS INC-CLASS A, ELI LILLY & CO.

Can I hold both DUHP and IVV?

Holding both means 41.6% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.

Is DUHP or IVV cheaper?

DUHP has a 0.20% expense ratio and IVV has 0.03%.

How do DUHP and IVV compare on valuation?

DUHP has a weighted P/E of 26.7 and IVV has a weighted P/E of 26.8.

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