DFVX vs THW

Comparison between DIMENSIONAL US LARGE CAP VECTOR ETF (DFVX, ETF) and abrdn World Healthcare Fund (THW, ETF).

DFVX vs THW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFVX(ETF)	THW(ETF)
Net Assets	$517M	$517M
Expense Ratio	0.19%	N/A
Max Drawdown	16.95%	55.65%
Sharpe Ratio	1.53	1.22
5Y Beta	0.83	0.51
P/E Ratio	24.14	N/A
Forward P/E	18.76	N/A
PEG Ratio	0.56	N/A
5Y Dividends CAGR	N/A	1.61%
5Y EPS CAGR	17.79%	N/A
Debt to Equity	49.56%	N/A
P/S Ratio	2.78	N/A
P/B Ratio	5.32	N/A

Net Assets

DFVX

$517M

THW

$517M

Expense Ratio

DFVX

0.19%

THW

N/A

Max Drawdown

Winner

DFVX

16.95%

THW

55.65%

Sharpe Ratio

Winner

DFVX

1.53

THW

1.22

5Y Beta

DFVX

0.83

Winner

THW

0.51

P/E Ratio

DFVX

24.14

THW

N/A

Forward P/E

DFVX

18.76

THW

N/A

PEG Ratio

DFVX

0.56

THW

N/A

5Y Dividends CAGR

DFVX

N/A

THW

1.61%

5Y EPS CAGR

DFVX

17.79%

THW

N/A

Debt to Equity

DFVX

49.56%

THW

N/A

P/S Ratio

DFVX

2.78

THW

N/A

P/B Ratio

DFVX

5.32

THW

N/A

DFVX vs THW - Historical Returns

Returns include dividend reinvestment.

Period	DFVX	THW
1 month	+2.02%	-4.51%
3 months	+9.67%	+3.90%
6 months	+10.87%	+2.71%
1 year	+22.75%	+27.35%
5 years(CAGR)	N/A	+4.75%
10 years(CAGR)	N/A	+9.43%
Max(CAGR)	+21.33%	+5.81%

Winner

DFVX

+2.02%

THW

-4.51%

Winner

DFVX

+9.67%

THW

+3.90%

Winner

DFVX

+10.87%

THW

+2.71%

DFVX

+22.75%

Winner

THW

+27.35%

5Y(CAGR)

DFVX

N/A

THW

+4.75%

10Y(CAGR)

DFVX

N/A

THW

+9.43%

Max(CAGR)

Winner

DFVX

+21.33%

THW

+5.81%

DFVX vs THW - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	DFVX	THW
2026	+10.54%	+1.30%
2025	+15.47%	+30.03%
2024	+17.82%	+3.57%
2023	+9.85%	-11.22%
2022	N/A	-0.27%
2021	N/A	+12.44%
2020	N/A	+25.49%
2019	N/A	+29.17%
2018	N/A	-6.51%
2017	N/A	+12.15%
2016	N/A	-9.67%
2015	N/A	-17.95%

DFVX vs THW Drawdown Comparison

The maximum drawdown for DFVX was -16.71%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The maximum drawdown for THW was -37.37%, occurring on Mar 23, 2020. Recovery took 49 trading sessions.

The current DFVX drawdown is -1.07%. The current THW drawdown is -5.12%.

Rank	DFVX	THW
#1	-16.71% Feb 19, 2025 - Jun 30, 2025	-37.37% Feb 14, 2020 - Apr 27, 2020
#2	-7.17% Feb 9, 2026 - Apr 14, 2026	-36.36% Jul 13, 2015 - Jul 17, 2019
#3	-6.66% Jul 16, 2024 - Aug 30, 2024	-31.47% Dec 14, 2022 - Aug 1, 2024
#4	-5.05% Dec 2, 2024 - Jan 23, 2025	-20.05% Oct 4, 2024 - Sep 3, 2025
#5	-4.77% Mar 28, 2024 - Jul 5, 2024	-19.22% Sep 2, 2021 - Dec 13, 2022
#6	-4.50% Oct 27, 2025 - Nov 28, 2025	-17.23% Jan 20, 2021 - Aug 17, 2021
#7	-3.81% Aug 30, 2024 - Sep 17, 2024	-11.26% Dec 26, 2025 - Apr 15, 2026
#8	-3.11% Jun 4, 2026 - Jun 10, 2026	-9.09% Oct 30, 2025 - Nov 26, 2025
#9	-2.82% Oct 6, 2025 - Oct 24, 2025	-8.22% Aug 18, 2020 - Nov 5, 2020
#10	-2.71% Oct 14, 2024 - Nov 6, 2024	-6.23% Jun 5, 2020 - Jul 15, 2020
#11	-2.61% Jul 25, 2025 - Aug 12, 2025	-5.66% May 28, 2026 - Jun 9, 2026
#12	-2.24% Nov 11, 2024 - Nov 25, 2024	-5.34% Apr 17, 2026 - Apr 30, 2026
#13	-1.92% Dec 11, 2025 - Dec 24, 2025	-4.52% Aug 1, 2024 - Aug 23, 2024
#14	-1.89% Jan 12, 2026 - Jan 26, 2026	-4.31% Nov 26, 2025 - Dec 23, 2025
#15	-1.61% Dec 27, 2023 - Jan 19, 2024	-4.08% Jan 22, 2020 - Feb 5, 2020

Correlation

Correlation between DFVX and THW is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2015 - 2026)

DFVX vs THW dividend yield comparison.

Year	DFVX	THW
2026	0.31%	4.77%
2025	1.21%	10.96%
2024	1.22%	12.72%
2023	0.32%	12.00%
2022	0.00%	9.56%
2021	0.00%	8.60%
2020	0.00%	8.85%
2019	0.00%	10.11%
2018	0.00%	12.08%
2017	0.00%	10.29%
2016	0.00%	10.91%
2015	0.00%	3.69%