HDEF vs DFGP

Comparison between XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF) and DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP, ETF).

HDEF vs DFGP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDEF(ETF)	DFGP(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	0.09%	0.22%
Max Drawdown	38.17%	5.75%
Sharpe Ratio	1.32	0.43
5Y Beta	0.43	0.06
5Y Dividends CAGR	2.87%	N/A

Net Assets

HDEF

$2.20B

Winner

DFGP

$2.30B

Expense Ratio

Winner

HDEF

0.09%

DFGP

0.22%

Max Drawdown

HDEF

38.17%

Winner

DFGP

5.75%

Sharpe Ratio

Winner

HDEF

1.32

DFGP

0.43

5Y Beta

HDEF

0.43

Winner

DFGP

0.06

5Y Dividends CAGR

HDEF

2.87%

DFGP

N/A

HDEF vs DFGP - Historical Returns

Returns include dividend reinvestment.

Period	HDEF	DFGP
1 month	-1.03%	+0.33%
3 months	-1.16%	+0.05%
6 months	+10.66%	+1.09%
1 year	+21.39%	+5.92%
5 years(CAGR)	+10.24%	N/A
10 years(CAGR)	+8.88%	N/A
Max(CAGR)	+7.70%	+6.81%

HDEF

-1.03%

Winner

DFGP

+0.33%

HDEF

-1.16%

Winner

DFGP

+0.05%

Winner

HDEF

+10.66%

DFGP

+1.09%

Winner

HDEF

+21.39%

DFGP

+5.92%

5Y(CAGR)

HDEF

+10.24%

DFGP

N/A

10Y(CAGR)

HDEF

+8.88%

DFGP

N/A

Max(CAGR)

Winner

HDEF

+7.70%

DFGP

+6.81%

HDEF vs DFGP - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	HDEF	DFGP
2026	+5.46%	+1.12%
2025	+33.36%	+5.82%
2024	+3.36%	+4.20%
2023	+17.51%	+6.24%
2022	-3.03%	N/A
2021	+6.01%	N/A
2020	-2.76%	N/A
2019	+25.44%	N/A
2018	-13.77%	N/A
2017	+9.90%	N/A
2016	+13.43%	N/A
2015	-4.66%	N/A

HDEF vs DFGP Drawdown Comparison

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The maximum drawdown for DFGP was -3.24%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current HDEF drawdown is -3.74%. The current DFGP drawdown is -1.01%.

Rank	HDEF	DFGP
#1	-36.42% Jan 2, 2020 - Jan 6, 2021	-3.24% Feb 27, 2026 - Mar 27, 2026
#2	-23.69% Feb 9, 2022 - Apr 6, 2023	-3.04% Sep 16, 2024 - Feb 26, 2025
#3	-17.55% Jan 22, 2018 - Oct 24, 2019	-2.71% Mar 3, 2025 - Jun 4, 2025
#4	-14.95% Aug 18, 2015 - Aug 10, 2016	-2.27% Mar 28, 2024 - Jun 4, 2024
#5	-11.15% Sep 26, 2024 - Mar 5, 2025	-1.92% Feb 1, 2024 - Mar 27, 2024
#6	-10.60% Mar 18, 2025 - Apr 22, 2025	-1.36% Dec 27, 2023 - Feb 1, 2024
#7	-9.31% Jun 15, 2021 - Jan 12, 2022	-1.31% Jun 25, 2024 - Jul 10, 2024
#8	-8.79% Jul 26, 2023 - Dec 13, 2023	-1.14% Oct 27, 2025 - Jan 29, 2026
#9	-8.02% Feb 27, 2026 - Mar 20, 2026	-0.94% Jul 1, 2025 - Jul 29, 2025
#10	-6.39% May 8, 2023 - Jun 15, 2023	-0.89% Aug 2, 2024 - Aug 14, 2024
#11	-5.63% Dec 9, 2016 - Jan 10, 2017	-0.88% Jun 6, 2024 - Jun 13, 2024
#12	-5.46% Dec 27, 2023 - Mar 20, 2024	-0.62% Jul 16, 2024 - Jul 29, 2024
#13	-4.72% Jan 8, 2021 - Mar 16, 2021	-0.61% Nov 8, 2023 - Nov 14, 2023
#14	-4.35% Nov 2, 2017 - Jan 9, 2018	-0.59% Jun 4, 2025 - Jun 11, 2025
#15	-4.24% May 17, 2024 - Jul 12, 2024	-0.56% Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between HDEF and DFGP is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2015 - 2026)

HDEF vs DFGP dividend yield comparison.

Year	HDEF	DFGP
2026	0.45%	0.00%
2025	3.88%	3.45%
2024	4.53%	4.51%
2023	4.38%	0.62%
2022	5.41%	0.00%
2021	4.76%	0.00%
2020	3.93%	0.00%
2019	4.20%	0.00%
2018	3.55%	0.00%
2017	3.38%	0.00%
2016	9.52%	0.00%
2015	1.87%	0.00%