DUHP vs SUSA: Holdings Overlap
DUHPDimensional US High Profitability ETF
Dimensional · 160 holdings · $12.3B · as of 2026-04-30
SUSAiShares ESG Optimized MSCI USA ETF
iShares · 170 holdings · $4.1B · as of 2026-04-30
How similar are DUHP and SUSA?
Dimensional US High Profitability ETF (DUHP, by Dimensional) holds 160 positions; iShares ESG Optimized MSCI USA ETF (SUSA, by iShares) holds 170. They have 63 holdings in common, and by portfolio weight the two funds are 39.1% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 39.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 63DUHP holds 160 · SUSA holds 170
- Weight in Shared Holdings
- DUHP 62%·SUSA 47%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
97 of 160 positions (38.1% of the fund) are not held by SUSA. Showing the top 30 by weight.
Sector Breakdown
| Sector | DUHP | SUSA |
|---|---|---|
| Information Technology | 32.5% | 38.2% |
| Industrials | 16.8% | 11.3% |
| Health Care | 13.0% | 9.0% |
| Financials | 9.6% | 11.9% |
| Consumer Discretionary | 9.2% | 5.9% |
| Other Sectors | 18.6% | 23.6% |
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% |
| SUSA | +3.0% | +14.4% | +24.2% | +19.9% | +11.2% | +14.9% | 0.82% |
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 SUSA →
Shared Holdings(63)
The top 10 shared positions account for 63% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 7.73% | 7.92% | 7.73% |
|---|---|---|---|
 AAPLApple Inc. COM | 6.49% | 5.35% | 5.35% |
 MSFTMicrosoft Corp. COM | 4.28% | 4.35% | 4.28% |
 LLYEli Lilly & Co. COM | 4.21% | 1.21% | 1.21% |
 HDHome Depot, Inc. (The) | 2.11% | 1.14% | 1.14% |
 GILDGilead Sciences Inc. COM | 1.15% | 1.11% | 1.11% |
 LRCXLam Research Corporation COM NEW | 1.99% | 1.03% | 1.03% |
 VVisa, Inc., Class A | 4.00% | 0.97% | 0.97% |
 MAMasterCard Incorporated CL A | 2.21% | 0.92% | 0.92% |
 LNGCheniere Energy Inc COM NEW | 0.90% | 0.82% | 0.82% |
 GWWW.w. Grainger Inc. COM | 0.68% | 0.67% | 0.67% |
 IBMInternational Business Machines Corp. COM | 1.21% | 0.66% | 0.66% |
 TRGPTarga Resources Corp. COM | 0.68% | 0.64% | 0.64% |
 MUMicron Technology Inc. COM | 0.92% | 0.63% | 0.63% |
 TTTrane Technologies PLC COM USD1 | 0.60% | 1.03% | 0.60% |
 ADPAutomatic Data Processing, Inc. COM | 0.59% | 0.79% | 0.59% |
 TXNTexas Instruments Inc. COM | 0.82% | 0.58% | 0.58% |
 MMM3M Company COM | 0.52% | 0.72% | 0.52% |
 ADSKAutodesk Inc COM | 0.52% | 0.56% | 0.52% |
 IDXXIDEXX Laboratories Inc. COM | 0.52% | 0.51% | 0.51% |
 AXPAmerican Express Company COM | 0.49% | 0.78% | 0.49% |
 AMATApplied Materials Inc. COM | 0.47% | 1.51% | 0.47% |
 MCOMoodys Corp. COM | 0.49% | 0.45% | 0.45% |
 PGThe Procter & Gamble Co. COM | 0.43% | 0.58% | 0.43% |
 ADBEAdobe Inc COM | 0.52% | 0.41% | 0.41% |
Frequently Asked Questions
How much do DUHP and SUSA overlap?
DUHP and SUSA overlap by 39.1% of portfolio weight. They share 63 holdings (DUHP holds 160 positions and SUSA holds 170), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DUHP and SUSA?
The two portfolios are 39.1% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of DUHP and SUSA?
The largest positions held by both funds are NVDA, AAPL, MSFT, LLY and HD. Together the top 10 shared positions account for 63% of the total overlap.
What does DUHP own that SUSA doesn't?
97 positions (38.1% of DUHP) are unique to DUHP, led by META, PEP and COST. In the other direction, 107 positions (52.5% of SUSA) are unique to SUSA.