DFIS vs CWB
Comparison between DIMENSIONAL INTERNATIONAL SMALL CAP ETF (DFIS, ETF) and SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF).
DFIS vs CWB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFIS
$5.60B
Winner
CWB
$5.70B
Expense Ratio
Winner
DFIS
0.39%
CWB
0.40%
Max Drawdown
Winner
DFIS
27.80%
CWB
32.16%
Sharpe Ratio
DFIS
1.88
Winner
CWB
2.02
5Y Beta
DFIS
0.67
Winner
CWB
0.60
5Y Dividends CAGR
DFIS
N/A
CWB
-3.19%
DFIS vs CWB - Historical Returns
Returns include dividend reinvestment.
1M
DFIS
+1.91%
Winner
CWB
+7.21%
3M
DFIS
+0.32%
Winner
CWB
+12.04%
6M
DFIS
+15.03%
Winner
CWB
+15.60%
1Y
Winner
DFIS
+34.17%
CWB
+33.29%
5Y(CAGR)
Winner
DFIS
+11.69%
CWB
+7.60%
10Y(CAGR)
DFIS
N/A
CWB
+12.66%
Max(CAGR)
DFIS
+11.69%
Winner
CWB
+11.81%
DFIS vs CWB - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | DFIS | CWB |
|---|---|---|
| 2026 | +9.60% | +16.30% |
| 2025 | +37.73% | +16.44% |
| 2024 | +5.10% | +10.97% |
| 2023 | +14.43% | +14.90% |
| 2022 | -12.94% | -20.52% |
| 2021 | N/A | +2.71% |
| 2020 | N/A | +52.07% |
| 2019 | N/A | +22.44% |
| 2018 | N/A | -3.35% |
| 2017 | N/A | +15.84% |
| 2016 | N/A | +11.56% |
| 2015 | N/A | -0.87% |
| 2014 | N/A | +8.01% |
| 2013 | N/A | +19.29% |
| 2012 | N/A | +14.23% |
| 2011 | N/A | -7.95% |
| 2010 | N/A | +12.77% |
| 2009 | N/A | +29.61% |
DFIS vs CWB Drawdown Comparison
The maximum drawdown for DFIS was -27.22%, occurring on Oct 12, 2022. Recovery took 486 trading sessions.
The maximum drawdown for CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.
The current DFIS drawdown is -1.80%. The current CWB drawdown is -1.12%.
| Rank | DFIS | CWB |
|---|---|---|
| #1 | -27.22% Mar 29, 2022 - Mar 6, 2024 | -32.06% Feb 19, 2020 - Jun 8, 2020 |
| #2 | -13.55% Mar 19, 2025 - Apr 28, 2025 | -29.86% Feb 12, 2021 - Jul 16, 2025 |
| #3 | -12.44% Feb 27, 2026 - Mar 20, 2026 | -17.09% May 2, 2011 - Oct 18, 2012 |
| #4 | -10.76% Sep 26, 2024 - Mar 18, 2025 | -15.95% Jun 1, 2015 - Jul 22, 2016 |
| #5 | -7.14% Jul 16, 2024 - Aug 21, 2024 | -13.79% Jun 20, 2018 - Feb 25, 2019 |
| #6 | -5.60% Oct 27, 2025 - Dec 5, 2025 | -10.76% Apr 26, 2010 - Oct 5, 2010 |
| #7 | -4.29% Apr 9, 2024 - May 9, 2024 | -9.06% Sep 5, 2014 - Mar 20, 2015 |
| #8 | -4.09% Aug 27, 2024 - Sep 19, 2024 | -7.61% Sep 1, 2020 - Oct 9, 2020 |
| #9 | -3.94% May 20, 2024 - Jul 12, 2024 | -7.58% Jan 19, 2010 - Mar 8, 2010 |
| #10 | -3.77% Jul 23, 2025 - Aug 13, 2025 | -7.52% Oct 29, 2025 - Jan 13, 2026 |
| #11 | -2.87% Jan 27, 2026 - Feb 9, 2026 | -7.36% Jan 26, 2018 - Mar 12, 2018 |
| #12 | -2.75% Oct 3, 2025 - Oct 24, 2025 | -6.76% Jan 28, 2026 - Apr 8, 2026 |
| #13 | -2.55% Aug 22, 2025 - Sep 8, 2025 | -6.52% May 21, 2013 - Jul 22, 2013 |
| #14 | -2.32% Jun 12, 2025 - Jun 26, 2025 | -6.24% May 3, 2019 - Jul 12, 2019 |
| #15 | -1.59% Jul 9, 2025 - Jul 22, 2025 | -5.36% Mar 12, 2018 - May 30, 2018 |
Correlation
Correlation between DFIS and CWB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2009 - 2026)
DFIS vs CWB dividend yield comparison.
| Year | DFIS | CWB |
|---|---|---|
| 2026 | 0.09% | 0.44% |
| 2025 | 2.23% | 1.69% |
| 2024 | 2.19% | 1.85% |
| 2023 | 2.36% | 1.97% |
| 2022 | 1.13% | 2.21% |
| 2021 | 0.00% | 1.97% |
| 2020 | 0.00% | 2.34% |
| 2019 | 0.00% | 3.03% |
| 2018 | 0.00% | 6.17% |
| 2017 | 0.00% | 4.25% |
| 2016 | 0.00% | 4.60% |
| 2015 | 0.00% | 7.52% |
| 2014 | 0.00% | 7.37% |
| 2013 | 0.00% | 3.66% |
| 2012 | 0.00% | 3.84% |
| 2011 | 0.00% | 4.97% |
| 2010 | 0.00% | 4.59% |
| 2009 | 0.00% | 3.88% |
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