DFGP vs SPUS
Comparison between DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).
DFGP vs SPUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFGP
$2.60B
Winner
SPUS
$2.70B
Expense Ratio
Winner
DFGP
0.22%
SPUS
0.45%
Max Drawdown
Winner
DFGP
5.75%
SPUS
30.80%
Sharpe Ratio
DFGP
0.30
Winner
SPUS
1.70
5Y Beta
Winner
DFGP
0.07
SPUS
1.13
P/E Ratio
DFGP
N/A
SPUS
33.47
Forward P/E
DFGP
N/A
SPUS
23.49
PEG Ratio
DFGP
N/A
SPUS
0.35
5Y Dividends CAGR
DFGP
N/A
SPUS
1.14%
5Y EPS CAGR
DFGP
N/A
SPUS
32.09%
Debt to Equity
DFGP
N/A
SPUS
44.77%
P/S Ratio
DFGP
N/A
SPUS
5.25
P/B Ratio
DFGP
N/A
SPUS
8.84
DFGP vs SPUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFGP
+1.06%
SPUS
-1.97%
3M
DFGP
+2.13%
Winner
SPUS
+15.35%
6M
DFGP
+1.77%
Winner
SPUS
+9.01%
1Y
DFGP
+4.80%
Winner
SPUS
+31.43%
5Y(CAGR)
DFGP
N/A
SPUS
+15.73%
Max(CAGR)
DFGP
+6.71%
Winner
SPUS
+18.24%
DFGP vs SPUS - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | DFGP | SPUS |
|---|---|---|
| 2026 | +1.72% | +9.76% |
| 2025 | +5.82% | +19.94% |
| 2024 | +4.20% | +27.91% |
| 2023 | +6.24% | +35.56% |
| 2022 | N/A | -23.12% |
| 2021 | N/A | +37.94% |
| 2020 | N/A | +23.99% |
| 2019 | N/A | +0.81% |
DFGP vs SPUS Drawdown Comparison
The maximum drawdown for DFGP was -3.24%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current DFGP drawdown is -0.42%. The current SPUS drawdown is -5.76%.
| Rank | DFGP | SPUS |
|---|---|---|
| #1 | -3.24% Feb 27, 2026 - Mar 27, 2026 | -30.80% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -3.04% Sep 16, 2024 - Feb 26, 2025 | -28.06% Dec 27, 2021 - Dec 12, 2023 |
| #3 | -2.71% Mar 3, 2025 - Jun 4, 2025 | -22.82% Jan 23, 2025 - Jul 2, 2025 |
| #4 | -2.27% Mar 28, 2024 - Jun 4, 2024 | -11.46% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -1.92% Feb 1, 2024 - Mar 27, 2024 | -10.66% Jan 28, 2026 - Apr 15, 2026 |
| #6 | -1.36% Dec 27, 2023 - Feb 1, 2024 | -9.94% Sep 2, 2020 - Dec 8, 2020 |
| #7 | -1.31% Jun 25, 2024 - Jul 10, 2024 | -8.19% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -1.14% Oct 27, 2025 - Jan 29, 2026 | -6.91% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -0.94% Jul 1, 2025 - Jul 29, 2025 | -6.71% Sep 3, 2021 - Oct 26, 2021 |
| #10 | -0.89% Aug 2, 2024 - Aug 14, 2024 | -6.56% Mar 22, 2024 - May 15, 2024 |
| #11 | -0.88% Jun 6, 2024 - Jun 13, 2024 | -5.74% Oct 29, 2025 - Jan 27, 2026 |
| #12 | -0.62% Jul 16, 2024 - Jul 29, 2024 | -4.76% Apr 23, 2021 - Jun 10, 2021 |
| #13 | -0.61% Nov 8, 2023 - Nov 14, 2023 | -4.50% Dec 16, 2024 - Jan 23, 2025 |
| #14 | -0.59% Jun 4, 2025 - Jun 11, 2025 | -3.69% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -0.56% Aug 23, 2024 - Sep 4, 2024 | -3.59% Nov 19, 2021 - Dec 8, 2021 |
Correlation
Correlation between DFGP and SPUS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2020 - 2026)
DFGP vs SPUS dividend yield comparison.
| Year | DFGP | SPUS |
|---|---|---|
| 2026 | 1.14% | 0.23% |
| 2025 | 3.45% | 0.60% |
| 2024 | 4.51% | 0.70% |
| 2023 | 0.62% | 0.87% |
| 2022 | 0.00% | 1.21% |
| 2021 | 0.00% | 1.15% |
| 2020 | 0.00% | 1.04% |
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