DFGR vs ACWV
Comparison between DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF) and ISHARES MSCI GLOBAL MIN VOL FACTOR ETF (ACWV, ETF).
DFGR vs ACWV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFGR
$3.20B
Winner
ACWV
$3.30B
Expense Ratio
DFGR
0.22%
Winner
ACWV
0.20%
Max Drawdown
Winner
DFGR
22.52%
ACWV
28.82%
Sharpe Ratio
Winner
DFGR
0.85
ACWV
0.19
5Y Beta
DFGR
0.48
Winner
ACWV
0.36
P/E Ratio
DFGR
34.76
Winner
ACWV
20.14
Forward P/E
DFGR
36.08
Winner
ACWV
17.10
PEG Ratio
DFGR
N/A
ACWV
0.18
5Y Dividends CAGR
DFGR
N/A
ACWV
5.63%
5Y EPS CAGR
DFGR
6.96%
Winner
ACWV
16.31%
Debt to Equity
Winner
DFGR
13.47%
ACWV
25.50%
P/S Ratio
DFGR
7.54
Winner
ACWV
1.42
P/B Ratio
Winner
DFGR
2.57
ACWV
3.50
DFGR vs ACWV - Holdings Comparison
DFGR and ACWV have 3 common holdings. Overlap is 0.20%
DFGR's top 25 holdings weight is 58.13%. ACWV's top 25 holdings weight is 25.80%.
| Rank | DFGR | ACWV |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 7.81% | JOHNSON & JOHNSON (JNJ) - 1.51% |
| #2 | PROLOGIS INC (PLD) - 6.82% | CISCO SYSTEMS INC (CSCO) - 1.48% |
| #3 | EQUINIX INC (EQIX) - 5.47% | DUKE ENERGY CORP (DUK) - 1.30% |
| #4 | AMERICAN TOWER CORP (AMT) - 4.30% | MOTOROLA SOLUTIONS INC (MSI) - 1.29% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 3.48% | CENCORA INC (COR) - 1.27% |
| #6 | SIMON PROPERTY GROUP INC (SPG) - 3.41% | SOUTHERN CO (SO) - 1.14% |
| #7 | REALTY INCOME CORP (O) - 3.06% | WASTE MANAGEMENT INC (WM) - 1.06% |
| #8 | PUBLIC STORAGE (PSA) - 2.42% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.04% |
| #9 | GOODMAN GROUP (n/a) - 2.15% | n/a (n/a) - 1.02% |
| #10 | VENTAS INC (VTR) - 2.15% | KDDI CORP (n/a) - 1.01% |
| #11 | CROWN CASTLE INC (CCI) - 1.94% | REPUBLIC SERVICES INC (RSG) - 1.00% |
| #12 | IRON MOUNTAIN INC (IRM) - 1.73% | MCDONALD'S CORP (MCD) - 0.99% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.58% | CHUBB LTD (CB) - 0.97% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 1.53% | PEPSICO INC (PEP) - 0.96% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.34% | AT&T INC (T) - 0.95% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.21% | EXXON MOBIL CORP (XOM) - 0.95% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.19% | MICROSOFT CORP (MSFT) - 0.94% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 0.89% | MCKESSON CORP (MCK) - 0.92% |
| #19 | INVITATION HOMES INC (INVH) - 0.84% | THE KROGER CO (KR) - 0.91% |
| #20 | W.P. CAREY INC (WPC) - 0.83% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.89% |
| #21 | KIMCO REALTY CORP (KIM) - 0.83% | CONSOLIDATED EDISON INC (ED) - 0.87% |
| #22 | SUN COMMUNITIES INC (SUI) - 0.82% | VERIZON COMMUNICATIONS INC (VZ) - 0.84% |
| #23 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.79% | T-MOBILE US INC (TMUS) - 0.83% |
| #24 | SEGRO PLC (n/a) - 0.79% | SOFTBANK CORP (n/a) - 0.83% |
| #25 | n/a (n/a) - 0.75% | ORANGE SA (n/a) - 0.83% |
| Total Holdings | 442 | 469 |
DFGR vs ACWV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFGR
+4.51%
ACWV
-0.52%
3M
Winner
DFGR
+4.76%
ACWV
-1.67%
6M
Winner
DFGR
+9.36%
ACWV
+3.04%
1Y
Winner
DFGR
+14.43%
ACWV
+5.73%
5Y(CAGR)
DFGR
N/A
ACWV
+5.55%
10Y(CAGR)
DFGR
N/A
ACWV
+7.45%
Max(CAGR)
DFGR
+8.14%
Winner
ACWV
+8.33%
DFGR vs ACWV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | DFGR | ACWV |
|---|---|---|
| 2026 | +9.78% | +1.95% |
| 2025 | +8.30% | +11.32% |
| 2024 | +1.46% | +11.25% |
| 2023 | +9.39% | +7.77% |
| 2022 | -1.24% | -9.99% |
| 2021 | N/A | +14.56% |
| 2020 | N/A | +2.75% |
| 2019 | N/A | +21.70% |
| 2018 | N/A | -1.61% |
| 2017 | N/A | +18.27% |
| 2016 | N/A | +8.98% |
| 2015 | N/A | +3.19% |
| 2014 | N/A | +12.02% |
| 2013 | N/A | +15.87% |
| 2012 | N/A | +9.50% |
| 2011 | N/A | -0.92% |
DFGR vs ACWV Drawdown Comparison
The maximum drawdown for DFGR was -21.27%, occurring on Oct 25, 2023. Recovery took 363 trading sessions.
The maximum drawdown for ACWV was -28.82%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current DFGR drawdown is -0.62%. The current ACWV drawdown is -3.35%.
| Rank | DFGR | ACWV |
|---|---|---|
| #1 | -21.27% Feb 2, 2023 - Jul 16, 2024 | -28.82% Feb 14, 2020 - Jan 8, 2021 |
| #2 | -17.56% Sep 16, 2024 - Feb 6, 2026 | -18.13% Dec 31, 2021 - Feb 22, 2024 |
| #3 | -9.15% Feb 17, 2026 - Apr 17, 2026 | -11.15% Apr 28, 2015 - Mar 17, 2016 |
| #4 | -5.27% Dec 13, 2022 - Jan 11, 2023 | -10.06% Sep 21, 2018 - Feb 19, 2019 |
| #5 | -2.80% Aug 2, 2024 - Aug 9, 2024 | -9.24% May 15, 2013 - Oct 18, 2013 |
| #6 | -2.59% Jul 17, 2024 - Jul 30, 2024 | -8.40% Jan 26, 2018 - Sep 13, 2018 |
| #7 | -2.21% Apr 20, 2026 - May 6, 2026 | -7.91% Aug 11, 2016 - Mar 15, 2017 |
| #8 | -1.65% Jan 12, 2023 - Jan 24, 2023 | -7.80% Oct 27, 2011 - Jan 23, 2012 |
| #9 | -0.94% Jan 27, 2023 - Jan 31, 2023 | -7.56% Apr 2, 2025 - Apr 30, 2025 |
| #10 | -0.86% May 6, 2026 - May 7, 2026 | -6.37% Feb 27, 2026 - Mar 27, 2026 |
| #11 | -0.60% Aug 9, 2024 - Aug 13, 2024 | -6.18% Nov 15, 2013 - Mar 6, 2014 |
| #12 | -0.53% Aug 27, 2024 - Aug 30, 2024 | -5.78% Apr 2, 2012 - Jun 19, 2012 |
| #13 | -0.21% Aug 30, 2024 - Sep 4, 2024 | -5.72% Nov 29, 2024 - Feb 13, 2025 |
| #14 | -0.11% Aug 14, 2024 - Aug 19, 2024 | -5.30% Sep 3, 2021 - Dec 16, 2021 |
| #15 | -0.11% Aug 19, 2024 - Aug 21, 2024 | -4.85% Sep 5, 2014 - Oct 30, 2014 |
Correlation
Correlation between DFGR and ACWV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2011 - 2026)
DFGR vs ACWV dividend yield comparison.
| Year | DFGR | ACWV |
|---|---|---|
| 2026 | 0.35% | 0.00% |
| 2025 | 4.05% | 2.09% |
| 2024 | 3.73% | 2.33% |
| 2023 | 2.77% | 2.41% |
| 2022 | 0.59% | 2.18% |
| 2021 | 0.00% | 1.92% |
| 2020 | 0.00% | 1.77% |
| 2019 | 0.00% | 2.54% |
| 2018 | 0.00% | 2.32% |
| 2017 | 0.00% | 2.04% |
| 2016 | 0.00% | 2.56% |
| 2015 | 0.00% | 2.28% |
| 2014 | 0.00% | 2.22% |
| 2013 | 0.00% | 2.47% |
| 2012 | 0.00% | 1.94% |
| 2011 | 0.00% | 0.51% |
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