DFVX vs IPKW
Comparison between DIMENSIONAL US LARGE CAP VECTOR ETF (DFVX, ETF) and INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF (IPKW, ETF).
DFVX vs IPKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFVX
$514M
Winner
IPKW
$514M
Expense Ratio
Winner
DFVX
0.19%
IPKW
0.55%
Max Drawdown
Winner
DFVX
16.95%
IPKW
50.31%
Sharpe Ratio
Winner
DFVX
1.38
IPKW
1.27
5Y Beta
DFVX
0.82
Winner
IPKW
0.71
P/E Ratio
DFVX
24.02
IPKW
N/A
Forward P/E
DFVX
18.13
IPKW
N/A
PEG Ratio
DFVX
0.37
IPKW
N/A
5Y Dividends CAGR
DFVX
N/A
IPKW
28.27%
5Y EPS CAGR
DFVX
19.92%
IPKW
N/A
Debt to Equity
DFVX
50.16%
IPKW
N/A
P/S Ratio
DFVX
2.66
IPKW
N/A
P/B Ratio
DFVX
5.20
IPKW
N/A
DFVX vs IPKW - Holdings Comparison
DFVX and IPKW have 1 common holdings. Overlap is -0.01%
DFVX's top 25 holdings weight is 45.45%. IPKW's top 25 holdings weight is 67.22%.
| Rank | DFVX | IPKW |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 5.06% | UNICREDIT SPA (n/a) - 6.22% |
| #2 | META PLATFORMS INC CLASS A (META) - 4.99% | ING GROEP NV (n/a) - 6.12% |
| #3 | MICROSOFT CORP (MSFT) - 4.79% | STANDARD CHARTERED PLC (n/a) - 5.26% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.23% | PROSUS NV ORDINARY SHARES CLASS N (n/a) - 4.92% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.19% | HONDA MOTOR CO LTD (n/a) - 4.20% |
| #6 | JPMORGAN CHASE & CO (JPM) - 2.83% | SHELL PLC (n/a) - 4.18% |
| #7 | MICRON TECHNOLOGY INC (MU) - 2.51% | TOTALENERGIES SE (TTE:XPAR) - 4.09% |
| #8 | JOHNSON & JOHNSON (JNJ) - 2.16% | EQUINOR ASA (n/a) - 3.02% |
| #9 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.06% | SOMPO HOLDINGS INC (n/a) - 2.53% |
| #10 | CATERPILLAR INC (CAT) - 1.65% | AIB GROUP PLC (n/a) - 2.42% |
| #11 | VISA INC CLASS A (V) - 1.43% | BAIDU INC (n/a) - 2.42% |
| #12 | THE HOME DEPOT INC (HD) - 1.39% | VODAFONE GROUP PLC (n/a) - 2.37% |
| #13 | MERCK & CO INC (MRK) - 1.35% | NN GROUP NV (n/a) - 2.18% |
| #14 | WALMART INC (WMT) - 1.20% | ENEOS HOLDINGS INC (n/a) - 2.01% |
| #15 | PROCTER & GAMBLE CO (PG) - 1.16% | n/a (n/a) - 1.85% |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.02% | SAAB AB CLASS B (n/a) - 1.78% |
| #17 | KLA CORP (KLAC) - 1.00% | BANK OF IRELAND GROUP PLC (n/a) - 1.72% |
| #18 | THE GOLDMAN SACHS GROUP INC (GS) - 0.93% | BANCO DE SABADELL SA (n/a) - 1.69% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.89% | T&D HOLDINGS INC (n/a) - 1.41% |
| #20 | GILEAD SCIENCES INC (GILD) - 0.88% | NIPPON YUSEN KABUSHIKI KAISHA (n/a) - 1.32% |
| #21 | TARGET CORP (TGT) - 0.35% | TOKYO GAS CO LTD (n/a) - 1.29% |
| #22 | ABBVIE INC (ABBV) - 0.35% | IMPERIAL OIL LTD (IMO) - 1.16% |
| #23 | PROGRESSIVE CORP (PGR) - 0.35% | CENTRICA PLC (n/a) - 1.09% |
| #24 | CHENIERE ENERGY INC (LNG) - 0.34% | AEGON LTD (n/a) - 1.01% |
| #25 | AON PLC CLASS A (AON) - 0.34% | PANDORA AS (n/a) - 0.96% |
| Total Holdings | 275 | 180 |
DFVX vs IPKW - Historical Returns
Returns include dividend reinvestment.
1M
DFVX
+0.85%
Winner
IPKW
+3.01%
3M
Winner
DFVX
+4.79%
IPKW
+3.13%
6M
Winner
DFVX
+8.93%
IPKW
+5.61%
1Y
DFVX
+20.13%
Winner
IPKW
+23.43%
5Y(CAGR)
DFVX
N/A
IPKW
+10.62%
10Y(CAGR)
DFVX
N/A
IPKW
+11.69%
Max(CAGR)
Winner
DFVX
+20.74%
IPKW
+10.37%
DFVX vs IPKW - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | DFVX | IPKW |
|---|---|---|
| 2026 | +11.35% | +6.77% |
| 2025 | +15.47% | +46.10% |
| 2024 | +17.82% | +11.33% |
| 2023 | +9.85% | +15.49% |
| 2022 | N/A | -13.61% |
| 2021 | N/A | +11.57% |
| 2020 | N/A | +15.28% |
| 2019 | N/A | +19.76% |
| 2018 | N/A | -21.98% |
| 2017 | N/A | +33.30% |
| 2016 | N/A | +13.54% |
| 2015 | N/A | +7.30% |
| 2014 | N/A | -0.62% |
DFVX vs IPKW Drawdown Comparison
The maximum drawdown for DFVX was -16.71%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for IPKW was -47.21%, occurring on Mar 23, 2020. Recovery took 718 trading sessions.
The current DFVX drawdown is -0.56%. The current IPKW drawdown is -0.67%.
| Rank | DFVX | IPKW |
|---|---|---|
| #1 | -16.71% Feb 19, 2025 - Jun 30, 2025 | -47.21% Jan 26, 2018 - Dec 2, 2020 |
| #2 | -7.17% Feb 9, 2026 - Apr 14, 2026 | -33.13% Jun 7, 2021 - May 14, 2024 |
| #3 | -6.66% Jul 16, 2024 - Aug 30, 2024 | -19.10% May 15, 2015 - Apr 19, 2016 |
| #4 | -5.05% Dec 2, 2024 - Jan 23, 2025 | -17.78% Mar 19, 2025 - May 16, 2025 |
| #5 | -4.77% Mar 28, 2024 - Jul 5, 2024 | -13.05% Apr 20, 2016 - Sep 6, 2016 |
| #6 | -4.50% Oct 27, 2025 - Nov 28, 2025 | -12.29% Jul 3, 2014 - Mar 19, 2015 |
| #7 | -3.81% Aug 30, 2024 - Sep 17, 2024 | -9.14% Feb 9, 2026 - May 6, 2026 |
| #8 | -3.11% Jun 4, 2026 - Jul 10, 2026 | -8.01% Oct 7, 2024 - Feb 6, 2025 |
| #9 | -2.82% Oct 6, 2025 - Oct 24, 2025 | -7.53% Jul 17, 2024 - Aug 19, 2024 |
| #10 | -2.71% Oct 14, 2024 - Nov 6, 2024 | -6.36% Sep 22, 2016 - Jan 4, 2017 |
| #11 | -2.61% Jul 25, 2025 - Aug 12, 2025 | -5.94% May 6, 2026 - Jun 24, 2026 |
| #12 | -2.24% Nov 11, 2024 - Nov 25, 2024 | -5.62% Nov 12, 2025 - Dec 10, 2025 |
| #13 | -1.92% Dec 11, 2025 - Dec 24, 2025 | -5.08% Mar 6, 2014 - May 12, 2014 |
| #14 | -1.89% Jan 12, 2026 - Jan 26, 2026 | -4.99% Jan 21, 2021 - Feb 8, 2021 |
| #15 | -1.61% Dec 27, 2023 - Jan 19, 2024 | -4.71% May 7, 2021 - May 27, 2021 |
Correlation
Correlation between DFVX and IPKW is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2014 - 2026)
DFVX vs IPKW dividend yield comparison.
| Year | DFVX | IPKW |
|---|---|---|
| 2026 | 0.59% | 1.73% |
| 2025 | 1.21% | 3.55% |
| 2024 | 1.22% | 4.12% |
| 2023 | 0.32% | 2.66% |
| 2022 | 0.00% | 3.77% |
| 2021 | 0.00% | 7.37% |
| 2020 | 0.00% | 1.45% |
| 2019 | 0.00% | 2.41% |
| 2018 | 0.00% | 2.61% |
| 2017 | 0.00% | 0.93% |
| 2016 | 0.00% | 2.82% |
| 2015 | 0.00% | 1.31% |
| 2014 | 0.00% | 1.41% |
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