DFAE vs RWL
Comparison between DIMENSIONAL EMERGING CORE EQUITY MARKET ETF (DFAE, ETF) and Invesco S&P 500 Revenue ETF (RWL, ETF).
5-Year PerformanceRWL has outperformed DFAE, delivering a return of +13.3% compared to +9.5%
DFAE vs RWL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFAE
$8.90B
RWL
$8.80B
Expense Ratio
Winner
DFAE
0.29%
RWL
0.39%
Max Drawdown
Winner
DFAE
34.65%
RWL
55.30%
Sharpe Ratio
Winner
DFAE
2.11
RWL
2.07
5Y Beta
DFAE
0.76
Winner
RWL
0.70
P/E Ratio
DFAE
N/A
RWL
26.61
Forward P/E
DFAE
N/A
RWL
17.64
5Y Dividends CAGR
Winner
DFAE
183.63%
RWL
7.54%
5Y EPS CAGR
DFAE
N/A
RWL
14.91%
Debt to Equity
DFAE
N/A
RWL
20.00%
P/S Ratio
DFAE
N/A
RWL
0.94
P/B Ratio
DFAE
N/A
RWL
3.27
DFAE vs RWL - Holdings Comparison
DFAE and RWL have 0 common holdings. Overlap is 0.00%
DFAE's top 25 holdings weight is 5.29%. RWL's top 25 holdings weight is 38.94%.
| Rank | DFAE | RWL |
|---|---|---|
| #1 | PDD HOLDINGS INC ADR (PDD) - 0.81% | AMAZON.COM INC (AMZN) - 4.65% |
| #2 | ICICI BANK LTD ADR (IBN) - 0.71% | WALMART INC (WMT) - 3.81% |
| #3 | HDFC BANK LTD ADR (HDB) - 0.46% | UNITEDHEALTH GROUP INC (UNH) - 2.88% |
| #4 | INFOSYS LTD ADR (INFY) - 0.45% | APPLE INC (AAPL) - 2.40% |
| #5 | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.40% | CVS HEALTH CORP (CVS) - 2.16% |
| #6 | VALE SA ADR (VALE) - 0.27% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.77% |
| #7 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.24% | MCKESSON CORP (MCK) - 1.72% |
| #8 | YUM CHINA HOLDINGS INC (YUMC) - 0.24% | EXXON MOBIL CORP (XOM) - 1.67% |
| #9 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.22% | MICROSOFT CORP (MSFT) - 1.57% |
| #10 | GOLD FIELDS LTD ADR (GFI) - 0.18% | JPMORGAN CHASE & CO (JPM) - 1.52% |
| #11 | DR REDDY'S LABORATORIES LTD ADR (RDY) - 0.11% | COSTCO WHOLESALE CORP (COST) - 1.48% |
| #12 | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 0.11% | THE CIGNA GROUP (CI) - 1.47% |
| #13 | ANGLOGOLD ASHANTI PLC (AU) - 0.10% | CENTENE CORP (CNC) - 1.45% |
| #14 | n/a (BGKKF) - 0.10% | CENCORA INC (COR) - 1.44% |
| #15 | n/a (PAC) - 0.10% | ALPHABET INC CLASS A (GOOGL) - 1.28% |
| #16 | TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 0.10% | ELEVANCE HEALTH INC (ELV) - 1.28% |
| #17 | NETEASE INC ADR (NTES) - 0.10% | ALPHABET INC CLASS C (GOOG) - 1.27% |
| #18 | CREDICORP LTD (BAP) - 0.10% | NVIDIA CORP (NVDA) - 1.15% |
| #19 | VIPSHOP HOLDINGS LTD ADR (VIPS) - 0.09% | CARDINAL HEALTH INC (CAH) - 1.13% |
| #20 | CEMEX SAB DE CV ADR (CX) - 0.08% | BANK OF AMERICA CORP (BAC) - 1.08% |
| #21 | TRIP.COM GROUP LTD ADR (TCOM) - 0.07% | CISCO SYSTEMS INC (CSCO) - 0.36% |
| #22 | EMBRAER SA ADR (ERJ) - 0.07% | ALLSTATE CORP (ALL) - 0.36% |
| #23 | CHUNGHWA TELECOM CO LTD ADR (CHT) - 0.06% | CAPITAL ONE FINANCIAL CORP (COF) - 0.36% |
| #24 | HARMONY GOLD MINING CO LTD ADR (HMY) - 0.06% | ORACLE CORP (ORCL) - 0.35% |
| #25 | KB FINANCIAL GROUP INC ADR (KB) - 0.06% | ELI LILLY AND CO (LLY) - 0.33% |
| Total Holdings | 30 | 457 |
DFAE vs RWL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFAE
+7.14%
RWL
+4.57%
3M
Winner
DFAE
+8.14%
RWL
+4.69%
6M
Winner
DFAE
+19.82%
RWL
+10.61%
1Y
Winner
DFAE
+46.40%
RWL
+25.33%
5Y(CAGR)
DFAE
+9.50%
Winner
RWL
+13.31%
10Y(CAGR)
DFAE
N/A
RWL
+14.03%
Max(CAGR)
DFAE
+10.39%
Winner
RWL
+11.16%
DFAE vs RWL - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | DFAE | RWL |
|---|---|---|
| 2026 | +17.02% | +8.54% |
| 2025 | +31.67% | +18.96% |
| 2024 | +8.98% | +15.91% |
| 2023 | +11.92% | +17.70% |
| 2022 | -17.87% | -6.69% |
| 2021 | +2.49% | +31.55% |
| 2020 | +4.85% | +8.40% |
| 2019 | N/A | +27.15% |
| 2018 | N/A | -8.46% |
| 2017 | N/A | +18.98% |
| 2016 | N/A | +13.58% |
| 2015 | N/A | -1.29% |
| 2014 | N/A | +14.33% |
| 2013 | N/A | +34.50% |
| 2012 | N/A | +16.05% |
| 2011 | N/A | -1.00% |
| 2010 | N/A | +15.28% |
| 2009 | N/A | +26.40% |
| 2008 | N/A | -34.19% |
DFAE vs RWL Drawdown Comparison
The maximum drawdown for DFAE was -32.21%, occurring on Oct 24, 2022. Recovery took 835 trading sessions.
The maximum drawdown for RWL was -54.83%, occurring on Mar 9, 2009. Recovery took 688 trading sessions.
The current DFAE drawdown is -3.01%.
| Rank | DFAE | RWL |
|---|---|---|
| #1 | -32.21% Jun 2, 2021 - Sep 26, 2024 | -54.83% May 15, 2008 - Feb 8, 2011 |
| #2 | -18.12% Oct 7, 2024 - Jun 5, 2025 | -36.03% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -12.80% Feb 25, 2026 - Apr 17, 2026 | -21.38% Apr 29, 2011 - Feb 27, 2012 |
| #4 | -8.78% Feb 17, 2021 - Jun 1, 2021 | -19.49% Sep 21, 2018 - Jul 3, 2019 |
| #5 | -5.43% Jan 21, 2021 - Feb 9, 2021 | -17.50% Apr 20, 2022 - Jul 11, 2023 |
| #6 | -4.96% Oct 29, 2025 - Jan 2, 2026 | -15.27% May 21, 2015 - Jul 11, 2016 |
| #7 | -4.33% Oct 8, 2025 - Oct 20, 2025 | -14.39% Feb 19, 2025 - Jun 27, 2025 |
| #8 | -3.23% Jan 28, 2026 - Feb 9, 2026 | -11.74% Jan 26, 2018 - Sep 20, 2018 |
| #9 | -3.17% Jul 23, 2025 - Aug 12, 2025 | -10.32% Mar 26, 2012 - Aug 16, 2012 |
| #10 | -3.01% May 8, 2026 - May 12, 2026 | -10.20% Feb 26, 2008 - Apr 25, 2008 |
| #11 | -2.37% Jun 12, 2025 - Jun 24, 2025 | -9.19% Jul 31, 2023 - Dec 8, 2023 |
| #12 | -2.34% Dec 17, 2020 - Dec 29, 2020 | -7.72% Sep 19, 2014 - Nov 5, 2014 |
| #13 | -2.11% Apr 17, 2026 - Apr 24, 2026 | -6.84% Oct 18, 2012 - Dec 18, 2012 |
| #14 | -1.55% Aug 22, 2025 - Sep 8, 2025 | -6.80% Jul 12, 2019 - Sep 11, 2019 |
| #15 | -1.50% Jul 3, 2025 - Jul 15, 2025 | -6.75% Jan 11, 2022 - Mar 25, 2022 |
Correlation
Correlation between DFAE and RWL is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2008 - 2026)
DFAE vs RWL dividend yield comparison.
| Year | DFAE | RWL |
|---|---|---|
| 2026 | 0.14% | 0.34% |
| 2025 | 2.20% | 1.35% |
| 2024 | 2.35% | 1.43% |
| 2023 | 2.43% | 1.60% |
| 2022 | 2.85% | 1.62% |
| 2021 | 1.63% | 1.35% |
| 2020 | 0.01% | 1.75% |
| 2019 | 0.00% | 1.87% |
| 2018 | 0.00% | 1.99% |
| 2017 | 0.00% | 1.60% |
| 2016 | 0.00% | 1.71% |
| 2015 | 0.00% | 1.97% |
| 2014 | 0.00% | 1.43% |
| 2013 | 0.00% | 1.61% |
| 2012 | 0.00% | 1.89% |
| 2011 | 0.00% | 1.85% |
| 2010 | 0.00% | 1.34% |
| 2009 | 0.00% | 1.32% |
| 2008 | 0.00% | 1.21% |
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