DFGX vs PWV

Comparison between DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF (DFGX, ETF) and INVESCO LARGE CAP VALUE ETF (PWV, ETF).

DFGX vs PWV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFGX(ETF)	PWV(ETF)
Net Assets	$1.50B	$1.50B
Expense Ratio	0.20%	0.55%
Max Drawdown	5.06%	50.70%
Sharpe Ratio	-0.13	2.09
5Y Beta	0.04	0.64
P/E Ratio	N/A	16.19
Forward P/E	N/A	13.39
PEG Ratio	N/A	0.28
5Y Dividends CAGR	N/A	7.51%
5Y EPS CAGR	N/A	10.49%
Debt to Equity	N/A	57.25%
P/S Ratio	N/A	1.39
P/B Ratio	N/A	2.27

Net Assets

DFGX

$1.50B

PWV

$1.50B

Expense Ratio

Winner

DFGX

0.20%

PWV

0.55%

Max Drawdown

Winner

DFGX

5.06%

PWV

50.70%

Sharpe Ratio

DFGX

-0.13

Winner

PWV

2.09

5Y Beta

Winner

DFGX

0.04

PWV

0.64

P/E Ratio

DFGX

N/A

PWV

16.19

Forward P/E

DFGX

N/A

PWV

13.39

PEG Ratio

DFGX

N/A

PWV

0.28

5Y Dividends CAGR

DFGX

N/A

PWV

7.51%

5Y EPS CAGR

DFGX

N/A

PWV

10.49%

Debt to Equity

DFGX

N/A

PWV

57.25%

P/S Ratio

DFGX

N/A

PWV

1.39

P/B Ratio

DFGX

N/A

PWV

2.27

DFGX vs PWV - Historical Returns

Returns include dividend reinvestment.

Period	DFGX	PWV
1 month	+0.06%	+1.84%
3 months	-0.78%	+3.18%
6 months	-0.54%	+10.37%
1 year	+3.31%	+23.89%
5 years(CAGR)	N/A	+12.40%
10 years(CAGR)	N/A	+11.79%
Max(CAGR)	+4.96%	+10.10%

DFGX

+0.06%

Winner

PWV

+1.84%

DFGX

-0.78%

Winner

PWV

+3.18%

DFGX

-0.54%

Winner

PWV

+10.37%

DFGX

+3.31%

Winner

PWV

+23.89%

5Y(CAGR)

DFGX

N/A

PWV

+12.40%

10Y(CAGR)

DFGX

N/A

PWV

+11.79%

Max(CAGR)

DFGX

+4.96%

Winner

PWV

+10.10%

DFGX vs PWV - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	DFGX	PWV
2026	+0.40%	+8.78%
2025	+3.38%	+19.47%
2024	+4.14%	+13.95%
2023	+4.95%	+10.50%
2022	N/A	-1.98%
2021	N/A	+30.66%
2020	N/A	-4.55%
2019	N/A	+29.16%
2018	N/A	-14.36%
2017	N/A	+16.04%
2016	N/A	+20.43%
2015	N/A	-4.84%
2014	N/A	+13.32%
2013	N/A	+29.72%
2012	N/A	+14.97%
2011	N/A	+5.30%
2010	N/A	+12.02%
2009	N/A	+15.26%
2008	N/A	-26.06%
2007	N/A	+5.32%
2006	N/A	+22.45%
2005	N/A	+8.65%

DFGX vs PWV Drawdown Comparison

The maximum drawdown for DFGX was -3.32%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.

The current DFGX drawdown is -1.92%. The current PWV drawdown is -1.47%.

Rank	DFGX	PWV
#1	-3.32% Feb 27, 2026 - Mar 27, 2026	-49.06% Oct 9, 2007 - May 6, 2010
#2	-2.74% Dec 6, 2024 - May 30, 2025	-45.10% May 6, 2010 - Jul 18, 2013
#3	-1.93% Dec 27, 2023 - Mar 8, 2024	-37.64% Feb 12, 2020 - Feb 23, 2021
#4	-1.75% Mar 28, 2024 - Jul 11, 2024	-22.24% Jan 26, 2018 - Oct 25, 2019
#5	-1.47% Sep 16, 2024 - Nov 29, 2024	-16.38% Jan 11, 2022 - Jul 31, 2023
#6	-1.38% Oct 28, 2025 - Feb 12, 2026	-15.12% May 21, 2015 - Jul 8, 2016
#7	-0.91% Aug 13, 2025 - Sep 8, 2025	-14.32% Nov 29, 2024 - Jun 23, 2025
#8	-0.87% Jul 1, 2025 - Aug 1, 2025	-10.45% Jun 4, 2007 - Oct 5, 2007
#9	-0.84% Dec 6, 2023 - Dec 13, 2023	-9.27% Jul 31, 2023 - Dec 1, 2023
#10	-0.82% Aug 5, 2024 - Aug 14, 2024	-8.72% Sep 19, 2014 - Nov 18, 2014
#11	-0.64% Mar 8, 2024 - Mar 22, 2024	-6.53% Jan 15, 2014 - Mar 6, 2014
#12	-0.62% Jun 4, 2025 - Jun 25, 2025	-6.46% May 5, 2006 - Jul 28, 2006
#13	-0.54% Nov 8, 2023 - Nov 14, 2023	-6.25% Jun 4, 2021 - Aug 12, 2021
#14	-0.47% Jul 16, 2024 - Jul 29, 2024	-6.24% Feb 15, 2007 - Apr 16, 2007
#15	-0.46% Aug 14, 2024 - Sep 4, 2024	-6.21% Jul 17, 2024 - Aug 23, 2024

Correlation

Correlation between DFGX and PWV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2005 - 2026)

DFGX vs PWV dividend yield comparison.

Year	DFGX	PWV
2026	0.00%	0.47%
2025	2.84%	2.12%
2024	4.61%	2.08%
2023	0.49%	2.16%
2022	0.00%	2.29%
2021	0.00%	1.89%
2020	0.00%	2.66%
2019	0.00%	2.24%
2018	0.00%	2.34%
2017	0.00%	1.55%
2016	0.00%	2.35%
2015	0.00%	2.42%
2014	0.00%	1.93%
2013	0.00%	1.82%
2012	0.00%	2.41%
2011	0.00%	2.21%
2010	0.00%	2.24%
2009	0.00%	2.19%
2008	0.00%	2.81%
2007	0.00%	2.28%
2006	0.00%	1.35%
2005	0.00%	1.28%