DFAW vs FGD
Comparison between DIMENSIONAL WORLD EQUITY ETF (DFAW, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).
DFAW vs FGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFAW
$1.40B
Winner
FGD
$1.50B
Expense Ratio
Winner
DFAW
0.24%
FGD
0.55%
Max Drawdown
Winner
DFAW
17.52%
FGD
70.20%
Sharpe Ratio
Winner
DFAW
1.74
FGD
1.73
5Y Beta
DFAW
0.88
Winner
FGD
0.54
5Y Dividends CAGR
DFAW
N/A
FGD
4.42%
DFAW vs FGD - Holdings Comparison
DFAW and FGD have 0 common holdings. Overlap is 0.00%
DFAW's top 25 holdings weight is 100.00%. FGD's top 25 holdings weight is 34.88%.
| Rank | DFAW | FGD |
|---|---|---|
| #1 | DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) - 52.83% | ROBERT HALF INC (RHI) - 2.02% |
| #2 | DIMENSIONAL INTERNATIONAL CORE EQ 2 ETF (DFIC) - 18.77% | HYUNDAI ELEVATOR CO LTD (n/a) - 1.96% |
| #3 | DIMENSIONAL US CORE EQUITY 1 ETF (DCOR) - 17.51% | TELEFONICA SA (TEFOF) - 1.56% |
| #4 | DIMENSIONAL EMERGING MARKETS CR EQ 2 ETF (DFEM) - 9.21% | BANCO BPM SPA (n/a) - 1.55% |
| #5 | DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR) - 1.68% | CAL-MAINE FOODS INC (CALM) - 1.46% |
| #6 | N/A | SIGNIFY NV (n/a) - 1.44% |
| #7 | N/A | HP INC (HPQ) - 1.43% |
| #8 | N/A | OMV AG (n/a) - 1.42% |
| #9 | N/A | NATURGY ENERGY GROUP SA (n/a) - 1.40% |
| #10 | N/A | LEGAL & GENERAL GROUP PLC (n/a) - 1.40% |
| #11 | N/A | TELEPERFORMANCE SE (n/a) - 1.39% |
| #12 | N/A | ENAGAS SA (n/a) - 1.38% |
| #13 | N/A | PAREX RESOURCES INC (n/a) - 1.35% |
| #14 | N/A | THE WESTERN UNION CO (WU) - 1.34% |
| #15 | N/A | AKER ASA CLASS A (n/a) - 1.32% |
| #16 | N/A | TELUS CORP (n/a) - 1.32% |
| #17 | N/A | ABERDEEN GROUP PLC (n/a) - 1.30% |
| #18 | N/A | B&M EUROPEAN VALUE RETAIL PLC (n/a) - 1.29% |
| #19 | N/A | ZIGUP PLC (n/a) - 1.29% |
| #20 | N/A | STANDARD LIFE PLC (n/a) - 1.28% |
| #21 | N/A | ONEMAIN HOLDINGS INC (OMF) - 1.26% |
| #22 | N/A | NORTHWEST BANCSHARES INC (NWBI) - 1.22% |
| #23 | N/A | UNICAJA BANCO SA (n/a) - 1.18% |
| #24 | N/A | CARREFOUR (n/a) - 1.16% |
| #25 | N/A | ALTRIA GROUP INC (MO) - 1.16% |
| Total Holdings | 5 | 107 |
DFAW vs FGD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFAW
+0.12%
FGD
-3.22%
3M
Winner
DFAW
+11.59%
FGD
+3.98%
6M
Winner
DFAW
+10.39%
FGD
+8.42%
1Y
Winner
DFAW
+27.39%
FGD
+27.07%
5Y(CAGR)
DFAW
N/A
FGD
+10.79%
10Y(CAGR)
DFAW
N/A
FGD
+9.26%
Max(CAGR)
Winner
DFAW
+22.13%
FGD
+5.83%
DFAW vs FGD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DFAW | FGD |
|---|---|---|
| 2026 | +10.42% | +7.46% |
| 2025 | +20.89% | +44.34% |
| 2024 | +16.16% | +6.10% |
| 2023 | +11.56% | +8.21% |
| 2022 | N/A | -7.94% |
| 2021 | N/A | +21.01% |
| 2020 | N/A | -5.99% |
| 2019 | N/A | +20.71% |
| 2018 | N/A | -13.23% |
| 2017 | N/A | +16.88% |
| 2016 | N/A | +13.11% |
| 2015 | N/A | -10.18% |
| 2014 | N/A | -0.01% |
| 2013 | N/A | +16.37% |
| 2012 | N/A | +13.69% |
| 2011 | N/A | -3.02% |
| 2010 | N/A | +10.29% |
| 2009 | N/A | +58.23% |
| 2008 | N/A | -50.12% |
| 2007 | N/A | +2.70% |
DFAW vs FGD Drawdown Comparison
The maximum drawdown for DFAW was -16.94%, occurring on Apr 8, 2025. Recovery took 125 trading sessions.
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The current DFAW drawdown is -2.02%. The current FGD drawdown is -4.09%.
| Rank | DFAW | FGD |
|---|---|---|
| #1 | -16.94% Dec 4, 2024 - Jun 6, 2025 | -68.07% Nov 29, 2007 - Apr 25, 2013 |
| #2 | -8.88% Feb 25, 2026 - Apr 16, 2026 | -44.84% Feb 12, 2020 - Jan 13, 2021 |
| #3 | -7.94% Jul 16, 2024 - Aug 23, 2024 | -28.68% Feb 9, 2022 - May 14, 2024 |
| #4 | -5.95% Oct 11, 2023 - Nov 14, 2023 | -28.08% Jul 3, 2014 - Jul 19, 2017 |
| #5 | -5.21% Mar 28, 2024 - May 14, 2024 | -20.87% Jan 26, 2018 - Feb 12, 2020 |
| #6 | -4.52% Oct 27, 2025 - Nov 28, 2025 | -11.50% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -4.14% Aug 30, 2024 - Sep 19, 2024 | -10.80% May 8, 2013 - Sep 10, 2013 |
| #8 | -3.77% Jun 2, 2026 - Jun 15, 2026 | -9.82% Feb 20, 2026 - Mar 20, 2026 |
| #9 | -3.17% Oct 6, 2025 - Oct 24, 2025 | -9.10% Jun 7, 2021 - Jan 11, 2022 |
| #10 | -3.07% Dec 27, 2023 - Jan 29, 2024 | -8.98% Sep 26, 2024 - Mar 7, 2025 |
| #11 | -3.03% Oct 18, 2024 - Nov 6, 2024 | -6.40% May 17, 2024 - Jul 31, 2024 |
| #12 | -2.82% Jul 25, 2025 - Aug 12, 2025 | -6.14% Jan 14, 2021 - Feb 16, 2021 |
| #13 | -2.71% Sep 28, 2023 - Oct 10, 2023 | -5.66% Dec 31, 2013 - Feb 18, 2014 |
| #14 | -2.38% Nov 7, 2024 - Nov 25, 2024 | -5.36% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -2.11% May 14, 2026 - May 26, 2026 | -4.95% Oct 29, 2013 - Dec 30, 2013 |
Correlation
Correlation between DFAW and FGD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2007 - 2026)
DFAW vs FGD dividend yield comparison.
| Year | DFAW | FGD |
|---|---|---|
| 2026 | 0.66% | 0.34% |
| 2025 | 1.71% | 5.62% |
| 2024 | 1.47% | 5.87% |
| 2023 | 0.42% | 6.44% |
| 2022 | 0.00% | 5.74% |
| 2021 | 0.00% | 5.35% |
| 2020 | 0.00% | 6.17% |
| 2019 | 0.00% | 5.19% |
| 2018 | 0.00% | 5.88% |
| 2017 | 0.00% | 4.01% |
| 2016 | 0.00% | 4.36% |
| 2015 | 0.00% | 5.07% |
| 2014 | 0.00% | 5.18% |
| 2013 | 0.00% | 4.51% |
| 2012 | 0.00% | 4.93% |
| 2011 | 0.00% | 5.15% |
| 2010 | 0.00% | 4.23% |
| 2009 | 0.00% | 3.13% |
| 2008 | 0.00% | 9.79% |
| 2007 | 0.00% | 0.52% |
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