DUHP vs JQUA

DUHPBU.S. High Relative Profitability Portfolio ETF Class Shares

JQUAAJPMorgan U.S. Quality Factor ETF

In short

DUHP Most factor funds pick one lane. DUHP screens US companies for high profitability, layers a value tilt on top, and charges 0.20% for the combination, well under half the going rate among its factor-fund peers.

JQUA Quality investing without the quality price tag. JQUA screens U.S. companies for profitability and strong balance-sheet traits, and charges 0.12%, the lowest fee in the quality-factor group we track.

Stated mandate

DUHP The fund seeks long-term capital appreciation.

JQUA JQUA is designed to provide domestic equity exposure focused on companies with strong quality and profitability characteristics, using a rules-based approach intended to enhance returns.

Why people hold it

• DUHP At 0.20% a year it undercuts its peer group's median fee by more than half, and it is the cheapest of the group's strongest names, including AVUV and AVSC at 0.25%.
• Two screens, one fund: high profitability plus a value tilt, both named in the prospectus rather than buried in a black box. The stated goal is long-term capital appreciation.
• Roughly 170 US stocks, quarterly payouts, and a multi-billion-dollar, actively traded book. It behaves like a settled fund, not a launch-week experiment.
• Dimensional runs this as an active mandate, and the result sits in the top quartile of its peer group on our review of cost, structure and durability.

• JQUA 0.12% a year, against a roughly 0.29% median for quality-factor funds, and it undercuts the bigger badges QUAL and FQAL at 0.15%.
• About 300 U.S. names selected on quality and profitability: a broad core-shaped sleeve, not a concentrated wager on a dozen balance sheets.
• Live since 2017 and now a multi-billion-dollar, actively traded fund, so it has both a real track record and daily two-way flow.
• One of the stronger implementations in its peer group: it stays close to the JP Morgan US Quality Factor Index it follows while keeping costs at the bottom of the group.

Worth knowing

• DUHP The profitability screen leaves out unprofitable companies by design, so the lineup can look and behave quite differently from a broad US market fund.
• Roughly 170 names is a sliver of the US market, so single stocks and sector tilts carry more weight here than in an index fund holding thousands.
• Launched in 2022, which makes for a short live record to judge.

• JQUA A quality screen is a tilt, not a shield. Owning profitable companies means owning less of everything else, and that gap cuts both ways.
• Trades actively, though it is not the most heavily traded fund on the quality-factor shelf, which matters more for large orders than small ones.
• Distributions land quarterly and fall out of what the screen owns. Income is a byproduct here, not the mandate.

Full DUHP profile⁠

Full JQUA profile⁠