DUHP vs. SCHZ ETF Comparison

Comparison of Dimensional US High Profitability ETF (DUHP) to Schwab US Aggregate Bond ETF (SCHZ)

DUHP

Dimensional US High Profitability ETF

DUHP Description

Dimensional US High Profitability ETF is an exchange traded fund launched and managed by Dimensional Fund Advisors L.P. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across all market capitalizations. Dimensional US High Profitability ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$34.28

Average Daily Volume

610,580

Number of Holdings ^*

163

* may have additional holdings in another (foreign) market

SCHZ

Schwab US Aggregate Bond ETF

SCHZ Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Grade (RS Rating)

Last Trade

$22.89

Average Daily Volume

1,150,929

Number of Holdings ^*

539

* may have additional holdings in another (foreign) market

Performance

Period	DUHP	SCHZ
30 Days	-1.41%	-2.00%
60 Days	2.21%	-3.75%
90 Days	4.54%	-1.59%
12 Months	29.56%	6.41%

108 Overlapping Holdings

Symbol	Grade	Weight in DUHP	Weight in SCHZ	Overlap
AAPL	C	5.23%	0.0%	0.0%
ABBV	F	2.84%	0.0%	0.0%
ADBE	F	1.3%	0.0%	0.0%
ADP	B	1.3%	0.0%	0.0%
ADSK	B	0.66%	0.0%	0.0%
ALLE	D	0.12%	0.0%	0.0%
AMAT	F	0.6%	0.0%	0.0%
AMGN	D	1.33%	0.0%	0.0%
AMP	A	1.26%	0.0%	0.0%
AON	A	0.32%	0.0%	0.0%
AVY	D	0.22%	0.0%	0.0%
AXP	A	0.8%	0.0%	0.0%
BBY	C	0.44%	0.0%	0.0%
BKNG	A	0.09%	0.0%	0.0%
BMY	B	0.86%	0.0%	0.0%
BR	A	0.22%	0.0%	0.0%
CAH	B	0.07%	0.0%	0.0%
CAT	B	1.95%	0.0%	0.0%
CF	A	0.01%	0.0%	0.0%
CHTR	B	0.22%	0.0%	0.0%
CL	D	0.56%	0.0%	0.0%
CLX	A	0.14%	0.0%	0.0%
COP	C	0.87%	0.0%	0.0%
COST	B	2.3%	0.0%	0.0%
CSX	B	0.38%	0.0%	0.0%
CTAS	B	0.67%	0.0%	0.0%
CTRA	A	0.03%	0.0%	0.0%
DAL	A	0.51%	0.0%	0.0%
DE	D	1.0%	0.0%	0.0%
DELL	C	0.0%	0.0%	0.0%
DRI	B	0.18%	0.0%	0.0%
DVN	F	0.27%	0.0%	0.0%
EOG	A	0.22%	0.0%	0.0%
EQH	B	0.16%	0.0%	0.0%
EXPE	A	0.21%	0.0%	0.0%
FTNT	A	0.13%	0.0%	0.0%
GILD	B	0.89%	0.0%	0.0%
GWW	A	0.74%	0.0%	0.0%
HAL	C	0.09%	0.0%	0.0%
HCA	D	0.05%	0.0%	0.0%
HD	A	2.59%	0.0%	0.0%
HES	B	0.48%	0.0%	0.0%
HON	A	0.91%	0.0%	0.0%
HSY	F	0.12%	0.0%	0.0%
IBM	D	1.84%	0.0%	0.0%
ITW	B	0.48%	0.0%	0.0%
JBHT	B	0.03%	0.0%	0.0%
JBL	C	0.28%	0.0%	0.0%
JNJ	D	2.41%	0.0%	0.0%
K	B	0.25%	0.0%	0.0%
KLAC	F	0.66%	0.0%	0.0%
KMB	C	0.52%	0.0%	0.0%
KO	D	1.16%	0.0%	0.0%
KR	B	1.01%	0.0%	0.0%
LII	B	0.09%	0.0%	0.0%
LLY	F	4.24%	0.0%	0.0%
LMT	D	0.99%	0.0%	0.0%
LOW	A	0.14%	0.0%	0.0%
LRCX	F	0.68%	0.0%	0.0%
LVS	C	0.14%	0.0%	0.0%
LYB	F	0.19%	0.0%	0.0%
MA	A	3.04%	0.0%	0.0%
MAR	A	0.03%	0.0%	0.0%
MCHP	F	0.33%	0.01%	0.01%
MCO	C	0.45%	0.0%	0.0%
MMC	C	0.03%	0.0%	0.0%
MMM	D	0.09%	0.0%	0.0%
MO	A	0.1%	0.0%	0.0%
MPC	D	0.26%	0.0%	0.0%
MRK	F	1.09%	0.0%	0.0%
MSFT	D	4.47%	0.0%	0.0%
MSI	A	0.27%	0.0%	0.0%
NKE	D	0.51%	0.0%	0.0%
NTAP	D	0.23%	0.0%	0.0%
NVDA	B	6.42%	0.0%	0.0%
NVR	D	0.16%	0.0%	0.0%
NXPI	F	0.35%	0.0%	0.0%
OMC	C	0.16%	0.0%	0.0%
ORCL	A	2.29%	0.0%	0.0%
ORLY	A	0.01%	0.0%	0.0%
PEP	F	2.03%	0.0%	0.0%
PFG	C	0.02%	0.0%	0.0%
PG	C	0.28%	0.0%	0.0%
QCOM	F	0.06%	0.0%	0.0%
ROK	A	0.28%	0.0%	0.0%
ROST	D	0.66%	0.0%	0.0%
SCCO	F	0.03%	0.0%	0.0%
SHW	B	0.8%	0.0%	0.0%
STLD	B	0.06%	0.0%	0.0%
SYY	D	0.54%	0.0%	0.0%
TGT	D	0.62%	0.0%	0.0%
TJX	A	1.38%	0.0%	0.0%
TPR	A	0.02%	0.0%	0.0%
TRV	A	0.16%	0.0%	0.0%
TSCO	D	0.79%	0.0%	0.0%
TT	A	0.12%	0.0%	0.0%
TXN	C	0.62%	0.0%	0.0%
UAL	A	0.24%	0.0%	0.0%
UNP	D	1.55%	0.0%	0.0%
UPS	C	0.56%	0.0%	0.0%
URI	B	1.12%	0.0%	0.0%
V	A	3.98%	0.0%	0.0%
VLO	C	0.09%	0.0%	0.0%
VRSK	B	0.43%	0.0%	0.0%
VZ	C	0.38%	0.0%	0.0%
WM	B	0.66%	0.0%	0.0%
XOM	B	0.0%	0.0%	0.0%
ZTS	D	0.52%	0.0%	0.0%

DUHP Overweight 55 Positions Relative to SCHZ

Symbol	Grade	Weight
RCL	A	0.95%
LNG	A	0.84%
PAYX	B	0.74%
VST	A	0.63%
OXY	F	0.6%
APP	A	0.57%
CDW	F	0.56%
COR	B	0.55%
IT	B	0.51%
TRGP	A	0.48%
CMG	B	0.48%
VRT	A	0.47%
IDXX	F	0.43%
CPAY	A	0.31%
WSM	F	0.31%
LULU	C	0.3%
SCI	B	0.28%
ODFL	B	0.25%
FAST	B	0.24%
LPLA	A	0.2%
MTD	F	0.2%
WAT	B	0.19%
ULTA	D	0.18%
BAH	D	0.17%
ROL	A	0.15%
XPO	B	0.15%
BLDR	D	0.13%
ACN	C	0.13%
BURL	C	0.12%
NRG	B	0.11%
DVA	C	0.11%
TPL	A	0.11%
DKS	D	0.09%
KVUE	A	0.09%
GDDY	A	0.09%
LECO	C	0.08%
WMS	F	0.07%
POOL	D	0.07%
MANH	D	0.07%
STX	D	0.07%
ACI	C	0.06%
EXPD	D	0.06%
BJ	B	0.06%
LYV	A	0.05%
GEN	B	0.05%
MEDP	D	0.04%
FDS	A	0.03%
WMG	B	0.02%
DECK	A	0.02%
IQV	F	0.01%
CVNA	A	0.01%
CCK	D	0.01%
LW	C	0.01%
HOLX	D	0.01%
SOLV	C	0.01%

DUHP Underweight 431 Positions Relative to SCHZ

Symbol	Grade	Weight
WIT	B	-0.08%
NOW	B	-0.01%
UHS	D	-0.01%
CHD	A	-0.01%
DLTR	F	-0.01%
BIIB	F	-0.01%
STLA	F	-0.01%
EDC	F	-0.01%
CTS	B	-0.01%
DD	D	-0.01%
MDT	D	-0.01%
DT	C	-0.01%
COO	D	-0.0%
VLY	A	-0.0%
OCSL	D	-0.0%
WBS	A	-0.0%
GPC	D	-0.0%
SAN	C	-0.0%
SIGI	A	-0.0%
SAVE	F	-0.0%
GXO	B	-0.0%
SAFE	F	-0.0%
EPRT	C	-0.0%
SUI	D	-0.0%
VNO	B	-0.0%
SKT	A	-0.0%
ALB	C	-0.0%
CDNS	B	-0.0%
CBT	C	-0.0%
COKE	C	-0.0%
CACC	D	-0.0%
FAF	C	-0.0%
TKR	F	-0.0%
THG	A	-0.0%
TEL	C	-0.0%
PRE	F	-0.0%
AVA	C	-0.0%
VMI	B	-0.0%
WRB	A	-0.0%
TME	F	-0.0%
KMPR	A	-0.0%
FLO	D	-0.0%
NEU	C	-0.0%
BC	D	-0.0%
PSEC	F	-0.0%
STE	D	-0.0%
CTVA	D	-0.0%
PWR	A	-0.0%
GBDC	A	-0.0%
XRAY	F	-0.0%
CHH	A	-0.0%
AIZ	A	-0.0%
AMH	C	-0.0%
BDN	D	-0.0%
JD	C	-0.0%
MHK	D	-0.0%
LAZ	B	-0.0%
KEX	A	-0.0%
EPR	D	-0.0%
HOG	D	-0.0%
HP	C	-0.0%
SBRA	C	-0.0%
MCY	A	-0.0%
NFG	A	-0.0%
BKU	A	-0.0%
KMT	B	-0.0%
CHRW	A	-0.0%
SCS	A	-0.0%
INVH	D	-0.0%
REXR	F	-0.0%
EA	A	-0.0%
HR	C	-0.0%
RS	B	-0.0%
IDA	A	-0.0%
AAP	D	-0.0%
EXP	B	-0.0%
DXC	C	-0.0%
DOX	D	-0.0%
ILMN	C	-0.0%
XYL	D	-0.0%
LXP	D	-0.0%
BCSF	A	-0.0%
PDM	D	-0.0%
SLG	B	-0.0%
SNV	A	-0.0%
GSBD	F	-0.0%
ADC	A	-0.0%
ZION	A	-0.0%
INGR	B	-0.0%
WTRG	C	-0.0%
OSK	C	-0.0%
CE	F	-0.0%
AGO	A	-0.0%
EG	D	-0.0%
NHI	D	-0.0%
TRMB	A	-0.0%
DOV	A	-0.0%
SITC	D	-0.0%
OPI	F	-0.0%
G	A	-0.0%
AYI	A	-0.0%
OC	A	-0.0%
LNC	A	-0.0%
MAIN	A	-0.0%
MTB	A	-0.0%
HUBB	B	-0.0%
CUBE	C	-0.0%
JNPR	D	-0.0%
ORI	A	-0.0%
H	B	-0.0%
WEC	A	-0.0%
VRSN	D	-0.0%
HII	F	-0.0%
RPM	A	-0.0%
SWX	A	-0.0%
ESGR	B	-0.0%
OGE	A	-0.0%
HPP	F	-0.0%
PNR	A	-0.0%
EW	C	-0.0%
VFC	B	-0.0%
VNT	C	-0.0%
WB	F	-0.0%
FMC	F	-0.0%
FRT	B	-0.0%
PCAR	B	-0.0%
NWE	C	-0.0%
OGS	A	-0.0%
FHN	A	-0.0%
ADI	D	-0.0%
SWKS	F	-0.0%
NVT	B	-0.0%
SNA	A	-0.0%
GL	B	-0.0%
NNN	D	-0.0%
RL	B	-0.0%
EFX	F	-0.0%
ARW	D	-0.0%
WU	F	-0.0%
AGR	A	-0.0%
AMG	A	-0.0%
R	A	-0.0%
AJG	A	-0.0%
L	A	-0.0%
SPGI	C	-0.0%
ESS	A	-0.0%
DGX	A	-0.0%
HAS	D	-0.0%
AWH	F	-0.0%
AN	D	-0.0%
RNR	D	-0.0%
PHM	D	-0.0%
PSA	C	-0.0%
PVH	C	-0.0%
BEN	C	-0.0%
SF	A	-0.0%
AXS	A	-0.0%
MOS	D	-0.0%
JBLU	C	-0.0%
UNM	A	-0.0%
VMC	B	-0.0%
HIW	D	-0.0%
DSS	F	-0.0%
PPG	F	-0.0%
FNF	C	-0.0%
AES	F	-0.0%
AMCR	C	-0.0%
LEN	D	-0.0%
MKL	A	-0.0%
HRL	D	-0.0%
APD	A	-0.0%
REG	A	-0.0%
IPG	F	-0.0%
GP	F	-0.0%
EMR	A	-0.0%
RF	A	-0.0%
EE	A	-0.0%
PLD	D	-0.0%
SWK	F	-0.0%
EVRG	A	-0.0%
IEX	B	-0.0%
FLS	A	-0.0%
AFG	A	-0.0%
CMA	A	-0.0%
WHR	A	-0.0%
LEG	F	-0.0%
HRB	D	-0.0%
CNO	A	-0.0%
CNH	D	-0.0%
KSS	F	-0.0%
DOC	D	-0.0%
KRG	B	-0.0%
BWA	A	-0.0%
EL	F	-0.0%
CMI	A	-0.0%
MKC	D	-0.0%
BAX	F	-0.0%
IVZ	B	-0.0%
WLK	F	-0.0%
CBOE	D	-0.0%
LDOS	C	-0.0%
NDAQ	A	-0.0%
HST	D	-0.0%
FLEX	B	-0.0%
KRC	C	-0.0%
DG	F	-0.0%
AFL	C	-0.0%
RJF	A	-0.0%
DHI	D	-0.0%
CNA	C	-0.0%
RGA	A	-0.0%
CPT	D	-0.0%
NOV	D	-0.0%
GLPI	D	-0.0%
MAA	A	-0.0%
LHX	B	-0.0%
MRVL	B	-0.0%
MRO	A	-0.0%
APH	B	-0.0%
DLR	A	-0.0%
LIN	D	-0.0%
A	D	-0.0%
SON	D	-0.0%
ARE	D	-0.0%
FSK	A	-0.0%
REGN	F	-0.0%
CSL	B	-0.0%
BRO	B	-0.0%
PKG	B	-0.0%
FTV	D	-0.0%
WPC	D	-0.0%
WEST	D	-0.0%
HIG	C	-0.0%
VOYA	A	-0.0%
LEA	F	-0.0%
TXT	D	-0.0%
EMN	C	-0.0%
INTU	A	-0.0%
MDLZ	F	-0.0%
SNX	D	-0.0%
FIS	B	-0.0%
VTR	C	-0.0%
AVT	C	-0.0%
HUN	F	-0.0%
SCHW	A	-0.0%
CINF	A	-0.0%
CNP	A	-0.0%
BKH	A	-0.0%
WAB	B	-0.0%
PH	A	-0.0%
TMO	D	-0.0%
EQR	C	-0.0%
CFG	A	-0.0%
AAL	B	-0.0%
MAS	D	-0.0%
RPRX	F	-0.0%
SRE	A	-0.0%
CME	A	-0.0%
IP	A	-0.0%
ECL	D	-0.0%
SYF	A	-0.0%
EBAY	D	-0.0%
LNT	A	-0.0%
NEM	F	-0.0%
MLM	B	-0.0%
NTRS	A	-0.0%
TDY	B	-0.0%
CMS	C	-0.0%
BSX	B	-0.0%
PPL	A	-0.0%
OTIS	D	-0.0%
IFF	D	-0.0%
ACGL	C	-0.0%
APTV	F	-0.0%
JCI	A	-0.0%
XEL	A	-0.0%
BIDU	F	-0.0%
KIM	A	-0.0%
HBAN	A	-0.0%
DHR	D	-0.0%
MCK	A	-0.0%
O	D	-0.0%
AEP	C	-0.0%
GLW	B	-0.0%
NUE	D	-0.0%
SJM	F	-0.0%
ETR	A	-0.0%
OKE	A	-0.0%
ROP	C	-0.0%
BLK	A	-0.0%
LUV	A	-0.0%
CCI	D	-0.0%
GD	D	-0.0%
ALL	A	-0.0%
CPB	D	-0.0%
ATO	A	-0.0%
PEG	C	-0.0%
CAF	C	-0.0%
MU	D	-0.0%
STZ	D	-0.0%
FE	C	-0.0%
JEF	A	-0.0%
NSC	B	-0.0%
CP	D	-0.0%
ICE	D	-0.0%
BERY	D	-0.0%
CAG	F	-0.0%
BRX	A	-0.0%
KDP	D	-0.0%
FITB	A	-0.0%
STT	A	-0.0%
GPN	B	-0.0%
BHF	A	-0.0%
SLB	C	-0.0%
WY	D	-0.0%
PGR	B	-0.0%
ES	C	-0.0%
WELL	A	-0.0%
FANG	D	-0.0%
ARCC	A	-0.0%
ZBH	C	-0.0%
AVB	A	-0.0%
HUM	F	-0.0%
WBA	F	-0.0%
RSG	B	-0.0%
OHI	C	-0.0%
EIX	C	-0.0%
AWK	C	-0.0%
BG	D	-0.0%
COE	D	-0.0%
PAA	A	-0.0%
KOF	F	-0.0%
UDR	C	-0.0%
DTE	C	-0.0%
EQIX	B	-0.0%
KEYS	C	-0.0%
PYPL	A	-0.0%
BMO	A	-0.0%
BNS	A	-0.0%
AZO	C	-0.0%
EPD	A	-0.0%
AL	A	-0.0%
SPG	A	-0.0%
DOW	F	-0.0%
NI	A	-0.0%
SBUX	A	-0.0%
BXP	D	-0.0%
CARR	D	-0.0%
TAP	A	-0.0%
PNC	A	-0.0%
FDX	A	-0.0%
HPQ	B	-0.0%
PNW	A	-0.0%
CM	B	-0.0%
BDX	F	-0.0%
DB	C	-0.0%
MPLX	A	-0.0%
FOXA	A	-0.0%
USB	B	-0.0%
D	C	-0.0%
GIS	D	-0.0%
MP	B	-0.0%
RY	C	-0.0%
TSN	A	-0.0%
DUK	C	-0.0%
SO	C	-0.0%
NEE	C	-0.0%
CRM	A	-0.0%
ED	D	-0.0%
CB	C	-0.0%
PRU	A	-0.0%
WMB	A	-0.0%
ETN	A	-0.0%
AEE	A	-0.0%
NOC	D	-0.0%
AMT	D	-0.0%
ADM	D	-0.0%
PSX	C	-0.0%
LH	B	-0.0%
AIG	B	-0.0%
TFC	A	-0.0%
SYK	A	-0.0%
GOOGL	B	-0.0%
MET	A	-0.0%
KMI	A	-0.0%
AER	B	-0.0%
BABA	D	-0.0%
GM	A	-0.0%
UNH	B	-0.0%
PM	A	-0.0%
ALLY	C	-0.0%
BK	A	-0.0%
EXC	C	-0.0%
PFE	F	-0.0%
DIS	A	-0.0%
EQNR	D	-0.0%
MUFG	A	-0.0%
KEY	A	-0.0%
NWG	A	-0.0%
DFS	A	-0.0%
MCD	D	-0.0%
INTC	C	-0.0%
BHP	F	-0.0%
RTX	D	-0.0%
PCG	A	-0.0%
CVX	A	-0.0%
CSCO	B	-0.0%
TD	D	-0.0%
AMZN	B	-0.0%
HPE	B	-0.0%
WMT	A	-0.0%
AVGO	C	-0.0%
VOD	D	-0.0%
HSBC	A	-0.0%
CI	D	-0.0%
C	A	-0.0%
GSK	F	-0.0%
JPM	A	-0.0%
ABT	B	-0.0%
COF	A	-0.0%
MS	A	-0.0%
CMCSA	B	-0.0%
AZN	F	-0.0%
BAC	A	-0.0%
TMUS	A	-0.0%
BA	F	-0.0%
WFC	A	-0.0%
GS	A	-0.0%
CVS	F	-0.0%
GE	D	-0.0%
T	A	-0.0%