DWLD vs AQEC
Comparison between DAVIS SELECT WORLDWIDE ETF (DWLD, ETF) and AQE CORE ETF (AQEC, ETF).
DWLD vs AQEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DWLD
$586M
Winner
AQEC
$587M
Expense Ratio
DWLD
0.62%
Winner
AQEC
0.49%
Max Drawdown
DWLD
40.86%
Winner
AQEC
13.16%
Sharpe Ratio
Winner
DWLD
0.91
AQEC
-0.62
5Y Beta
DWLD
0.86
Winner
AQEC
0.57
P/E Ratio
DWLD
25.34
Winner
AQEC
19.82
Forward P/E
Winner
DWLD
12.17
AQEC
17.57
PEG Ratio
Winner
DWLD
0.23
AQEC
0.43
5Y Dividends CAGR
DWLD
57.55%
AQEC
N/A
5Y EPS CAGR
DWLD
N/A
AQEC
10.72%
Debt to Equity
Winner
DWLD
60.49%
AQEC
142.26%
P/S Ratio
Winner
DWLD
0.75
AQEC
2.88
P/B Ratio
Winner
DWLD
1.99
AQEC
4.49
DWLD vs AQEC - Holdings Comparison
DWLD and AQEC have 3 common holdings. Overlap is 3.30%
DWLD's top 25 holdings weight is 84.35%. AQEC's top 25 holdings weight is 44.01%.
| Rank | DWLD | AQEC |
|---|---|---|
| #1 | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.42% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.96% |
| #2 | FULL TRUCK ALLIANCE CO LTD ADR (YMM) - 6.38% | MICROSOFT CORP (MSFT) - 1.92% |
| #3 | TRIP.COM GROUP LTD ADR (TCOM) - 4.88% | APPLE INC (AAPL) - 1.90% |
| #4 | DEVON ENERGY CORP (DVN) - 4.87% | JOHNSON & JOHNSON (JNJ) - 1.89% |
| #5 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 4.43% | ALPHABET INC CLASS A (GOOGL) - 1.87% |
| #6 | PING AN INSURANCE (GROUP) CO. OF CHINA LTD CLASS H (n/a) - 4.13% | GSK PLC ADR (GSK) - 1.86% |
| #7 | VIATRIS INC (VTRS) - 4.13% | GENERAL DYNAMICS CORP (GD) - 1.85% |
| #8 | MGM RESORTS INTERNATIONAL (MGM) - 3.90% | RENTOKIL INITIAL PLC ADR (RTO) - 1.82% |
| #9 | JULIUS BAER GRUPPE AG (n/a) - 3.48% | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 1.81% |
| #10 | SEA LTD ADR (SE) - 3.37% | n/a (WMG) - 1.80% |
| #11 | PROSUS NV ORDINARY SHARES CLASS N (n/a) - 3.26% | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 1.80% |
| #12 | JBS NV ORDINARY SHARES CLASS A (JBS) - 3.20% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.77% |
| #13 | META PLATFORMS INC CLASS A (META) - 3.20% | COCA-COLA CO (KO) - 1.76% |
| #14 | TYSON FOODS INC CLASS A (TSN) - 3.17% | RTX CORP (RTX) - 1.76% |
| #15 | MARKEL GROUP INC (MKL) - 2.99% | ROCHE HOLDING AG ADR (RHHBY) - 1.75% |
| #16 | ALPHABET INC CLASS C (GOOG) - 2.98% | EBAY INC (EBAY) - 1.75% |
| #17 | CAPITAL ONE FINANCIAL CORP (COF) - 2.93% | STARBUCKS CORP (SBUX) - 1.70% |
| #18 | SAP SE (n/a) - 2.75% | NOVARTIS AG ADR (NVS) - 1.69% |
| #19 | CVS HEALTH CORP (CVS) - 2.45% | CME GROUP INC CLASS A (CME) - 1.69% |
| #20 | DIDI GLOBAL INC ADR (DIDIY) - 2.15% | RELX PLC ADR (RELX) - 1.67% |
| #21 | AMAZON.COM INC (AMZN) - 1.92% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.64% |
| #22 | SILERGY CORP (n/a) - 1.89% | CORTEVA INC (CTVA) - 1.60% |
| #23 | AIA GROUP LTD (n/a) - 1.86% | VISA INC CLASS A (V) - 1.60% |
| #24 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.83% | PEPSICO INC (PEP) - 1.60% |
| #25 | MEITUAN CLASS B (n/a) - 1.78% | LIVE NATION ENTERTAINMENT INC (LYV) - 1.55% |
| Total Holdings | 38 | 68 |
DWLD vs AQEC - Historical Returns
Returns include dividend reinvestment.
1M
DWLD
-1.51%
Winner
AQEC
+0.11%
3M
Winner
DWLD
+6.19%
AQEC
+0.23%
6M
Winner
DWLD
+2.47%
AQEC
-5.48%
1Y
DWLD
+17.20%
AQEC
N/A
5Y(CAGR)
DWLD
+7.91%
AQEC
N/A
10Y(CAGR)
DWLD
+10.91%
AQEC
N/A
Max(CAGR)
Winner
DWLD
+10.91%
AQEC
-4.36%
DWLD vs AQEC - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | DWLD | AQEC |
|---|---|---|
| 2026 | -0.22% | -5.71% |
| 2025 | +31.54% | +3.71% |
| 2024 | +25.70% | N/A |
| 2023 | +18.38% | N/A |
| 2022 | -15.41% | N/A |
| 2021 | -3.23% | N/A |
| 2020 | +19.91% | N/A |
| 2019 | +29.69% | N/A |
| 2018 | -23.88% | N/A |
| 2017 | +30.10% | N/A |
DWLD vs AQEC Drawdown Comparison
The maximum drawdown for DWLD was -39.26%, occurring on Oct 24, 2022. Recovery took 766 trading sessions.
The maximum drawdown for AQEC was -12.81%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current DWLD drawdown is -3.39%. The current AQEC drawdown is -8.32%.
| Rank | DWLD | AQEC |
|---|---|---|
| #1 | -39.26% Apr 29, 2021 - May 15, 2024 | -12.81% Jan 26, 2026 - Mar 27, 2026 |
| #2 | -37.02% Jan 26, 2018 - Sep 2, 2020 | -1.74% Jan 14, 2026 - Jan 26, 2026 |
| #3 | -16.01% Feb 14, 2025 - May 12, 2025 | -1.05% Dec 24, 2025 - Jan 6, 2026 |
| #4 | -11.27% Jan 6, 2026 - May 6, 2026 | -0.89% Dec 11, 2025 - Dec 22, 2025 |
| #5 | -10.44% May 17, 2024 - Sep 19, 2024 | -0.79% Nov 19, 2025 - Nov 21, 2025 |
| #6 | -9.81% Nov 7, 2024 - Feb 13, 2025 | -0.75% Dec 5, 2025 - Dec 10, 2025 |
| #7 | -8.66% Sep 2, 2020 - Oct 12, 2020 | -0.54% Jan 6, 2026 - Jan 9, 2026 |
| #8 | -6.33% Nov 12, 2025 - Dec 3, 2025 | -0.50% Nov 28, 2025 - Dec 3, 2025 |
| #9 | -5.85% Feb 17, 2021 - Apr 16, 2021 | -0.20% Jan 12, 2026 - Jan 14, 2026 |
| #10 | -5.75% Oct 12, 2020 - Nov 4, 2020 | -0.06% Dec 3, 2025 - Dec 5, 2025 |
| #11 | -5.43% Oct 7, 2024 - Nov 7, 2024 | N/A |
| #12 | -5.04% Jan 21, 2021 - Feb 4, 2021 | N/A |
| #13 | -5.00% Jun 2, 2026 - Jun 10, 2026 | N/A |
| #14 | -4.72% Sep 18, 2025 - Oct 27, 2025 | N/A |
| #15 | -4.43% Jul 23, 2025 - Aug 13, 2025 | N/A |
Correlation
Correlation between DWLD and AQEC is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.
0.21
-101
Dividend Comparison (2017 - 2026)
DWLD vs AQEC dividend yield comparison.
| Year | DWLD | AQEC |
|---|---|---|
| 2026 | 0.00% | 0.40% |
| 2025 | 1.56% | 0.13% |
| 2024 | 1.45% | 0.00% |
| 2023 | 1.23% | 0.00% |
| 2022 | 0.75% | 0.00% |
| 2021 | 1.03% | 0.00% |
| 2020 | 0.24% | 0.00% |
| 2019 | 2.27% | 0.00% |
| 2018 | 4.11% | 0.00% |
| 2017 | 0.20% | 0.00% |
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