DUHP vs FTCS overlap - what they share and where they differ

DUHP and FTCS share 30.5% of their weight across 30 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

DUHP and FTCS

30.5%

30 shared positions

DUHP

Dimensional US High Profitability ETF

Reported positions cover 100% of the fund, 155 positions · Apr 30, 2026

Top 10: 40.0%·Holdings of DUHP

FTCS

First Trust Capital Strength ETF

Reported positions cover 100% of the fund, 51 positions · Jun 30, 2026

Top 10: 23.0%·Holdings of FTCS

Reported positions cover DUHP 100%, FTCS 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

FTCS vs DUHP side by side

DUHPDimensional US High Profitability ETF

155

stock positions reported to the SEC

60.4% of its weight is in 125 names FTCS does not hold

FTCSFirst Trust Capital Strength ETF

51

stock positions reported to the SEC

41.6% of its weight is in 21 names DUHP does not hold

Where each fund's weight sits

DUHP
FTCS
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
43.7%
12.9%
Healthcare
13.1%
23.1%
Financial Services
8.9%
20.5%
Industrials
8.3%
13.6%
Consumer Cyclical
11.2%
11.8%

The widest gap is Technology: DUHP has 30.8 points more of it.

The figures side by side

DUHPFTCS
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported15551
Weight of the ten largest40.0%23.0%
Largest positionNVDA 7.7%CSCO 2.7%
Held alone125 positions, 60.4%21 positions, 41.6%
Covered by stock positions100%100%

Holdings they share

StockIn DUHPIn FTCSCounted
VVISA INC.4.00%2.18%2.18%
AAPLAPPLE INC.6.49%2.16%2.16%
HDTHE HOME DEPOT, INC.2.11%2.03%2.03%
MAMASTERCARD INCORPORATED2.21%1.98%1.98%
MSFTMICROSOFT CORPORATION4.28%1.78%1.78%
PEPPepsico, Inc.1.61%1.73%1.61%
COSTCOSTCO WHOLESALE CORPORATION1.60%1.88%1.60%
MRKMERCK & CO., INC.1.56%2.17%1.56%
KOTHE COCA-COLA COMPANY1.46%2.16%1.46%
UNPUNION PACIFIC CORPORATION1.43%2.18%1.43%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in DUHP

NVDANVIDIA CORPORATION7.73%
METAMETA PLATFORMS, INC.4.32%
LLYELI LILLY AND COMPANY4.21%
CATCATERPILLAR INC.2.64%
LRCXLAM RESEARCH CORPORATION1.99%
ORCLORACLE CORPORATION1.78%
KLACKLA CORPORATION1.44%
QCOMQUALCOMM INCORPORATED1.22%
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION1.21%
VRTVERTIV HOLDINGS CO1.16%

Only in FTCS

CSCOCISCO SYSTEMS INC2.74%
MNSTMONSTER BEVERAGE CORP2.52%
TROWT. ROWE PRICE GROUP INC2.36%
CINFCINCINNATI FINANCIAL CORP2.24%
AAGILENT TECHNOLOGIES INC2.20%
WRBW. R. BERKLEY CORP2.14%
SNASNAP-ON INC2.13%
GDGENERAL DYNAMICS CORP2.12%
LINLINDE PLC2.12%
GOOGLALPHABET INC2.11%

Questions people ask

Is DUHP the same as FTCS?

30.5% of their weight sits in the same 30 holdings. DUHP also reports NVDA, META, LLY, which the other does not. FTCS also reports CSCO, MNST, TROW, which the other does not.

How is the overlap between DUHP and FTCS measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of DUHP and 100% of FTCS, so the number cannot exceed the smaller coverage.

Which holds more, FTCS or DUHP?

DUHP reports 155 stock positions and FTCS reports 51. 60.4% of DUHP's weight sits in names FTCS does not hold, and 41.6% of FTCS's weight in names DUHP does not hold. The ten largest positions are 40.0% of DUHP and 23.0% of FTCS.

How do DUHP and FTCS differ by sector?

The widest gap is Technology: DUHP has 30.8 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.