DUHP vs MOAT: Holdings Overlap
DUHPDimensional US High Profitability ETF
Dimensional · 160 holdings · $12.3B · as of 2026-04-30
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
Holdings snapshots are 30 days apart (DUHP: 2026-04-30, MOAT: 2026-03-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are DUHP and MOAT?
Dimensional US High Profitability ETF (DUHP, by Dimensional) holds 160 positions; VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57. They have 18 holdings in common, and by portfolio weight the two funds are 13.0% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 13.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 18DUHP holds 160 · MOAT holds 57
- Weight in Shared Holdings
- DUHP 25%·MOAT 33%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in DUHP
142 of 160 positions (75.2% of the fund) are not held by MOAT. Showing the top 30 by weight.
Sector Breakdown
| Sector | DUHP | MOAT |
|---|---|---|
| Information Technology | 32.5% | 25.5% |
| Industrials | 16.8% | 19.3% |
| Consumer Staples | 7.9% | 18.3% |
| Health Care | 13.0% | 18.1% |
| Financials | 9.6% | 7.7% |
| Other Sectors | 20.0% | 11.1% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| DUHP | +2.5% | +12.3% | +18.8% | +17.8% | — | — | 0.90% |
| MOAT | +5.9% | +8.4% | +18.6% | +12.6% | +9.4% | +13.9% | 1.25% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in DUHP vs MOAT →
Shared Holdings(18)
The top 10 shared positions account for 85% of the overlap, led by NVDA, MSFT and PEP.
 NVDANVIDIA Corp. COM | 7.73% | 2.50% | 2.50% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 4.28% | 2.22% | 2.22% |
 PEPPepsico Inc COM | 1.61% | 1.41% | 1.41% |
 METAMeta Platforms, Inc., Class A | 4.32% | 1.14% | 1.14% |
 BMYBristol-Myers Squibb Company COM | 0.91% | 2.90% | 0.91% |
 ORCLOracle Corp. COM | 1.78% | 0.90% | 0.90% |
 MSIMotorola Solutions Inc COM NEW | 0.55% | 1.57% | 0.55% |
 ADBEAdobe Inc COM | 0.52% | 0.96% | 0.52% |
 AMATApplied Materials Inc. COM | 0.47% | 1.35% | 0.47% |
 UPSUnited Parcel Service, Inc., Class B | 0.41% | 1.41% | 0.41% |
 ZTSZoetis, Inc., Class A | 0.38% | 2.62% | 0.38% |
 NXPINXP Semiconductors NV EUR0.20 | 0.38% | 2.42% | 0.38% |
 CMGChipotle Mexican Grill, Inc., Class A | 0.37% | 1.28% | 0.37% |
 FTNTFortinet Inc COM | 0.34% | 2.61% | 0.34% |
 HSYHershey Co. (The) COM | 0.24% | 1.55% | 0.24% |
 BRBroadridge Financial Solutions Inc. COM | 0.16% | 2.15% | 0.16% |
 LPLALPL Financial Holdings Inc. COM | 0.10% | 2.38% | 0.10% |
 ELEstee Lauder Cos., Inc. (The), Class A | 0.02% | 1.97% | 0.02% |
Frequently Asked Questions
How much do DUHP and MOAT overlap?
DUHP and MOAT overlap by 13.0% of portfolio weight. They share 18 holdings (DUHP holds 160 positions and MOAT holds 57), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DUHP and MOAT?
The two portfolios are 13.0% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of DUHP and MOAT?
The largest positions held by both funds are NVDA, MSFT, PEP, META and BMY. Together the top 10 shared positions account for 85% of the total overlap.
What does DUHP own that MOAT doesn't?
142 positions (75.2% of DUHP) are unique to DUHP, led by AAPL, LLY and V. In the other direction, 39 positions (66.5% of MOAT) are unique to MOAT.