DXUV vs VGM

Comparison between DIMENSIONAL US VECTOR EQUITY ETF (DXUV, ETF) and Invesco Trust for Investment Grade Municipals (VGM, ETF).

DXUV vs VGM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DXUV(ETF)	VGM(ETF)
Net Assets	$551M	$548M
Expense Ratio	0.25%	N/A
Max Drawdown	21.53%	56.97%
Sharpe Ratio	1.53	1.07
5Y Beta	0.94	0.22
P/E Ratio	24.08	N/A
Forward P/E	16.59	N/A
5Y Dividends CAGR	N/A	5.25%
5Y EPS CAGR	20.71%	N/A
P/S Ratio	1.75	N/A
P/B Ratio	3.33	N/A

Net Assets

Winner

DXUV

$551M

VGM

$548M

Expense Ratio

DXUV

0.25%

VGM

N/A

Max Drawdown

Winner

DXUV

21.53%

VGM

56.97%

Sharpe Ratio

Winner

DXUV

1.53

VGM

1.07

5Y Beta

DXUV

0.94

Winner

VGM

0.22

P/E Ratio

DXUV

24.08

VGM

N/A

Forward P/E

DXUV

16.59

VGM

N/A

5Y Dividends CAGR

DXUV

N/A

VGM

5.25%

5Y EPS CAGR

DXUV

20.71%

VGM

N/A

P/S Ratio

DXUV

1.75

VGM

N/A

P/B Ratio

DXUV

3.33

VGM

N/A

DXUV vs VGM - Historical Returns

Returns include dividend reinvestment.

Period	DXUV	VGM
1 month	+3.65%	+1.91%
3 months	+6.62%	+3.90%
6 months	+11.52%	+1.14%
1 year	+22.75%	+15.56%
5 years(CAGR)	N/A	-0.34%
10 years(CAGR)	N/A	+2.36%
Max(CAGR)	+19.07%	+5.33%

Winner

DXUV

+3.65%

VGM

+1.91%

Winner

DXUV

+6.62%

VGM

+3.90%

Winner

DXUV

+11.52%

VGM

+1.14%

Winner

DXUV

+22.75%

VGM

+15.56%

5Y(CAGR)

DXUV

N/A

VGM

-0.34%

10Y(CAGR)

DXUV

N/A

VGM

+2.36%

Max(CAGR)

Winner

DXUV

+19.07%

VGM

+5.33%

DXUV vs VGM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DXUV	VGM
2026	+16.36%	+3.47%
2025	+14.55%	+10.26%
2024	+5.00%	+9.33%
2023	N/A	+4.12%
2022	N/A	-24.02%
2021	N/A	+11.38%
2020	N/A	+7.57%
2019	N/A	+15.89%
2018	N/A	-7.78%
2017	N/A	+9.59%
2016	N/A	+0.84%
2015	N/A	+6.74%
2014	N/A	+16.53%
2013	N/A	-16.11%
2012	N/A	+9.31%
2011	N/A	+21.70%
2010	N/A	+3.53%
2009	N/A	+55.64%
2008	N/A	-32.30%
2007	N/A	-6.33%
2006	N/A	+11.93%
2005	N/A	+4.42%
2004	N/A	+1.63%
2003	N/A	+7.57%
2002	N/A	+16.03%
2001	N/A	+8.58%
2000	N/A	+10.93%
1999	N/A	-6.34%

DXUV vs VGM Drawdown Comparison

The maximum drawdown for DXUV was -21.08%, occurring on Apr 8, 2025. Recovery took 147 trading sessions.

The maximum drawdown for VGM was -49.32%, occurring on Dec 16, 2008. Recovery took 581 trading sessions.

The current DXUV drawdown is -1.35%. The current VGM drawdown is -3.04%.

Rank	DXUV	VGM
#1	-21.08% Dec 4, 2024 - Jul 10, 2025	-49.32% May 16, 2007 - Sep 3, 2009
#2	-8.53% Feb 9, 2026 - Apr 17, 2026	-36.59% Sep 22, 2021 - Oct 25, 2023
#3	-5.36% Oct 27, 2025 - Dec 3, 2025	-24.75% Feb 11, 2020 - Nov 30, 2020
#4	-3.69% Oct 3, 2025 - Oct 24, 2025	-23.11% Jan 25, 2013 - Feb 2, 2015
#5	-3.28% Jul 25, 2025 - Aug 12, 2025	-17.26% Nov 5, 2010 - Sep 7, 2011
#6	-2.97% Oct 18, 2024 - Nov 6, 2024	-15.75% Mar 11, 2004 - Aug 25, 2005
#7	-2.92% Jun 4, 2026 - Jun 15, 2026	-15.16% Jul 8, 2016 - Jun 28, 2019
#8	-2.61% Nov 11, 2024 - Nov 25, 2024	-12.53% Nov 5, 1999 - Aug 21, 2000
#9	-2.03% Jan 15, 2026 - Jan 22, 2026	-10.76% Oct 6, 2009 - Mar 8, 2010
#10	-1.95% Jul 10, 2025 - Jul 23, 2025	-10.20% Jun 16, 2003 - Jan 14, 2004
#11	-1.79% Dec 11, 2025 - Dec 24, 2025	-9.87% Sep 30, 2002 - Apr 10, 2003
#12	-1.78% May 6, 2026 - May 22, 2026	-7.48% Feb 2, 2015 - Nov 23, 2015
#13	-1.74% Aug 13, 2026 - Aug 20, 2026	-7.01% Nov 13, 2001 - Jan 18, 2002
#14	-1.63% Jun 15, 2026 - Jul 1, 2026	-6.40% Sep 27, 2012 - Jan 25, 2013
#15	-1.62% Aug 18, 2025 - Aug 22, 2025	-6.33% Aug 21, 2000 - Dec 28, 2000

Correlation

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

0.92

-101

Dividend Comparison (2000 - 2026)

DXUV vs VGM dividend yield comparison.

Year	DXUV	VGM
2026	0.44%	5.04%
2025	1.01%	7.48%
2024	0.37%	6.35%
2023	0.00%	4.42%
2022	0.00%	5.67%
2021	0.00%	4.65%
2020	0.00%	4.65%
2019	0.00%	4.82%
2018	0.00%	5.97%
2017	0.00%	5.79%
2016	0.00%	6.50%
2015	0.00%	6.62%
2014	0.00%	6.64%
2013	0.00%	7.68%
2012	0.00%	6.91%
2011	0.00%	7.05%
2010	0.00%	7.91%
2009	0.00%	6.61%
2008	0.00%	9.50%
2007	0.00%	5.80%
2006	0.00%	5.33%
2005	0.00%	7.95%
2004	0.00%	6.67%
2003	0.00%	7.36%
2002	0.00%	8.71%
2001	0.00%	7.55%
2000	0.00%	2.67%