DFAW vs UTES
Comparison between DIMENSIONAL WORLD EQUITY ETF (DFAW, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
DFAW vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFAW
$1.40B
UTES
$1.30B
Expense Ratio
Winner
DFAW
0.24%
UTES
0.49%
Max Drawdown
Winner
DFAW
17.52%
UTES
35.71%
Sharpe Ratio
Winner
DFAW
1.66
UTES
-0.28
5Y Beta
DFAW
0.87
Winner
UTES
0.69
P/E Ratio
DFAW
N/A
UTES
25.28
Forward P/E
DFAW
N/A
UTES
18.93
PEG Ratio
DFAW
N/A
UTES
1.04
5Y Dividends CAGR
DFAW
N/A
UTES
1.74%
5Y EPS CAGR
DFAW
N/A
UTES
7.26%
Debt to Equity
DFAW
N/A
UTES
209.82%
P/S Ratio
DFAW
N/A
UTES
2.81
P/B Ratio
DFAW
N/A
UTES
2.93
DFAW vs UTES - Holdings Comparison
DFAW and UTES have 0 common holdings. Overlap is 0.00%
DFAW's top 25 holdings weight is 100.00%. UTES's top 25 holdings weight is 99.93%.
| Rank | DFAW | UTES |
|---|---|---|
| #1 | DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) - 53.39% | CONSTELLATION ENERGY CORP (CEG) - 11.53% |
| #2 | DIMENSIONAL INTERNATIONAL CORE EQ 2 ETF (DFIC) - 18.45% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 10.86% |
| #3 | DIMENSIONAL US CORE EQUITY 1 ETF (DCOR) - 17.71% | VISTRA CORP (VST) - 9.69% |
| #4 | DIMENSIONAL EMERGING MARKETS CR EQ 2 ETF (DFEM) - 8.72% | XCEL ENERGY INC (XEL) - 7.16% |
| #5 | DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR) - 1.73% | CENTERPOINT ENERGY INC (CNP) - 6.59% |
| #6 | N/A | NISOURCE INC (NI) - 5.26% |
| #7 | N/A | ALLIANT ENERGY CORP (LNT) - 4.84% |
| #8 | N/A | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.82% |
| #9 | N/A | ENTERGY CORP (ETR) - 4.78% |
| #10 | N/A | IDACORP INC (IDA) - 4.77% |
| #11 | N/A | WEC ENERGY GROUP INC (WEC) - 4.37% |
| #12 | N/A | AMEREN CORP (AEE) - 4.08% |
| #13 | N/A | NEXTERA ENERGY INC (NEE) - 4.07% |
| #14 | N/A | NRG ENERGY INC (NRG) - 4.06% |
| #15 | N/A | DTE ENERGY CO (DTE) - 3.99% |
| #16 | N/A | CMS ENERGY CORP (CMS) - 3.68% |
| #17 | N/A | PINNACLE WEST CAPITAL CORP (PNW) - 3.02% |
| #18 | N/A | SEMPRA (SRE) - 1.94% |
| #19 | N/A | EVERGY INC (EVRG) - 0.42% |
| #20 | N/A | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 5 | 19 |
DFAW vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFAW
+3.48%
UTES
-5.72%
3M
Winner
DFAW
+5.62%
UTES
-6.38%
6M
Winner
DFAW
+10.61%
UTES
+0.29%
1Y
Winner
DFAW
+27.27%
UTES
-5.01%
5Y(CAGR)
DFAW
N/A
UTES
+14.01%
10Y(CAGR)
DFAW
N/A
UTES
+11.82%
Max(CAGR)
Winner
DFAW
+23.05%
UTES
+13.30%
DFAW vs UTES - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | DFAW | UTES |
|---|---|---|
| 2026 | +15.61% | -4.33% |
| 2025 | +20.89% | +22.66% |
| 2024 | +16.16% | +43.95% |
| 2023 | +11.56% | -1.97% |
| 2022 | N/A | +1.90% |
| 2021 | N/A | +23.82% |
| 2020 | N/A | +1.59% |
| 2019 | N/A | +27.65% |
| 2018 | N/A | +6.28% |
| 2017 | N/A | +14.80% |
| 2016 | N/A | +16.95% |
| 2015 | N/A | +5.54% |
DFAW vs UTES Drawdown Comparison
The maximum drawdown for DFAW was -16.94%, occurring on Apr 8, 2025. Recovery took 125 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current UTES drawdown is -11.47%.
| Rank | DFAW | UTES |
|---|---|---|
| #1 | -16.94% Dec 4, 2024 - Jun 6, 2025 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -8.88% Feb 25, 2026 - Apr 16, 2026 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -7.94% Jul 16, 2024 - Aug 23, 2024 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -5.95% Oct 11, 2023 - Nov 14, 2023 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -5.21% Mar 28, 2024 - May 14, 2024 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -4.52% Oct 27, 2025 - Nov 28, 2025 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -4.14% Aug 30, 2024 - Sep 19, 2024 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -3.77% Jun 2, 2026 - Jun 15, 2026 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -3.17% Oct 6, 2025 - Oct 24, 2025 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -3.07% Dec 27, 2023 - Jan 29, 2024 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -3.03% Oct 18, 2024 - Nov 6, 2024 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -2.82% Jul 25, 2025 - Aug 12, 2025 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -2.71% Sep 28, 2023 - Oct 10, 2023 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -2.39% Jul 6, 2026 - Aug 3, 2026 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -2.38% Nov 7, 2024 - Nov 25, 2024 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between DFAW and UTES is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2015 - 2026)
DFAW vs UTES dividend yield comparison.
| Year | DFAW | UTES |
|---|---|---|
| 2026 | 0.63% | 0.74% |
| 2025 | 1.71% | 1.42% |
| 2024 | 1.47% | 1.51% |
| 2023 | 0.42% | 2.44% |
| 2022 | 0.00% | 2.13% |
| 2021 | 0.00% | 1.94% |
| 2020 | 0.00% | 2.09% |
| 2019 | 0.00% | 1.84% |
| 2018 | 0.00% | 2.09% |
| 2017 | 0.00% | 3.44% |
| 2016 | 0.00% | 3.53% |
| 2015 | 0.00% | 0.61% |
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