EQWL vs DFGP
Comparison between INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL, ETF) and DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP, ETF).
EQWL vs DFGP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQWL
$2.60B
DFGP
$2.60B
Expense Ratio
EQWL
0.25%
Winner
DFGP
0.22%
Max Drawdown
EQWL
50.05%
Winner
DFGP
5.75%
Sharpe Ratio
Winner
EQWL
1.50
DFGP
0.34
5Y Beta
EQWL
0.77
Winner
DFGP
0.07
P/E Ratio
EQWL
24.41
DFGP
N/A
Forward P/E
EQWL
18.87
DFGP
N/A
PEG Ratio
EQWL
0.52
DFGP
N/A
5Y Dividends CAGR
EQWL
7.91%
DFGP
N/A
5Y EPS CAGR
EQWL
13.16%
DFGP
N/A
Debt to Equity
EQWL
75.88%
DFGP
N/A
P/S Ratio
EQWL
2.87
DFGP
N/A
P/B Ratio
EQWL
4.39
DFGP
N/A
EQWL vs DFGP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQWL
+2.88%
DFGP
+1.18%
3M
Winner
EQWL
+10.11%
DFGP
+1.78%
6M
Winner
EQWL
+9.16%
DFGP
+1.78%
1Y
Winner
EQWL
+20.70%
DFGP
+4.80%
5Y(CAGR)
EQWL
+11.87%
DFGP
N/A
10Y(CAGR)
EQWL
+14.69%
DFGP
N/A
Max(CAGR)
Winner
EQWL
+10.75%
DFGP
+6.74%
EQWL vs DFGP - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | EQWL | DFGP |
|---|---|---|
| 2026 | +9.02% | +1.58% |
| 2025 | +17.96% | +5.82% |
| 2024 | +18.86% | +4.20% |
| 2023 | +19.22% | +6.24% |
| 2022 | -11.98% | N/A |
| 2021 | +29.98% | N/A |
| 2020 | +13.02% | N/A |
| 2019 | +29.24% | N/A |
| 2018 | -6.49% | N/A |
| 2017 | +23.46% | N/A |
| 2016 | +15.52% | N/A |
| 2015 | -1.56% | N/A |
| 2014 | +16.02% | N/A |
| 2013 | +32.97% | N/A |
| 2012 | +10.13% | N/A |
| 2011 | +2.17% | N/A |
| 2010 | +12.49% | N/A |
| 2009 | +16.54% | N/A |
| 2008 | -32.23% | N/A |
| 2007 | +10.04% | N/A |
| 2006 | +2.55% | N/A |
EQWL vs DFGP Drawdown Comparison
The maximum drawdown for EQWL was -49.37%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for DFGP was -3.24%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current EQWL drawdown is -0.19%. The current DFGP drawdown is -0.55%.
| Rank | EQWL | DFGP |
|---|---|---|
| #1 | -49.37% Oct 12, 2007 - Mar 15, 2012 | -3.24% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -34.29% Feb 12, 2020 - Sep 2, 2020 | -3.04% Sep 16, 2024 - Feb 26, 2025 |
| #3 | -23.00% Jan 4, 2022 - Dec 11, 2023 | -2.71% Mar 3, 2025 - Jun 4, 2025 |
| #4 | -18.06% Sep 21, 2018 - Apr 8, 2019 | -2.27% Mar 28, 2024 - Jun 4, 2024 |
| #5 | -16.08% May 20, 2015 - Jun 6, 2016 | -1.92% Feb 1, 2024 - Mar 27, 2024 |
| #6 | -14.96% Feb 19, 2025 - Jun 10, 2025 | -1.36% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -10.33% Jul 19, 2007 - Oct 1, 2007 | -1.31% Jun 25, 2024 - Jul 10, 2024 |
| #8 | -10.13% Jan 26, 2018 - Aug 27, 2018 | -1.14% Oct 27, 2025 - Jan 29, 2026 |
| #9 | -8.62% Sep 19, 2014 - Nov 5, 2014 | -0.94% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -7.86% Sep 2, 2020 - Nov 9, 2020 | -0.89% Aug 2, 2024 - Aug 14, 2024 |
| #11 | -7.77% Feb 6, 2026 - Apr 30, 2026 | -0.88% Jun 6, 2024 - Jun 13, 2024 |
| #12 | -7.58% May 1, 2012 - Jul 19, 2012 | -0.62% Jul 16, 2024 - Jul 29, 2024 |
| #13 | -7.41% Oct 18, 2012 - Jan 3, 2013 | -0.61% Nov 8, 2023 - Nov 14, 2023 |
| #14 | -6.82% Apr 30, 2019 - Jun 20, 2019 | -0.59% Jun 4, 2025 - Jun 11, 2025 |
| #15 | -6.52% Jan 15, 2014 - Mar 4, 2014 | -0.56% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between EQWL and DFGP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
EQWL vs DFGP dividend yield comparison.
| Year | EQWL | DFGP |
|---|---|---|
| 2026 | 0.41% | 0.38% |
| 2025 | 1.67% | 3.45% |
| 2024 | 1.86% | 4.51% |
| 2023 | 1.97% | 0.62% |
| 2022 | 2.12% | 0.00% |
| 2021 | 1.65% | 0.00% |
| 2020 | 2.01% | 0.00% |
| 2019 | 2.04% | 0.00% |
| 2018 | 2.23% | 0.00% |
| 2017 | 1.27% | 0.00% |
| 2016 | 2.01% | 0.00% |
| 2015 | 2.03% | 0.00% |
| 2014 | 1.74% | 0.00% |
| 2013 | 1.61% | 0.00% |
| 2012 | 2.52% | 0.00% |
| 2011 | 2.18% | 0.00% |
| 2010 | 1.52% | 0.00% |
| 2009 | 1.42% | 0.00% |
| 2008 | 1.48% | 0.00% |
| 2007 | 0.92% | 0.00% |
| 2006 | 0.08% | 0.00% |
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