PWB vs DFAR

Comparison between INVESCO LARGE CAP GROWTH ETF (PWB, ETF) and DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF).

PWB vs DFAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PWB(ETF)	DFAR(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	0.55%	0.19%
Max Drawdown	52.98%	34.66%
Sharpe Ratio	2.06	0.78
5Y Beta	1.17	0.49
P/E Ratio	42.48	33.68
Forward P/E	27.44	33.69
PEG Ratio	0.49	N/A
5Y Dividends CAGR	-25.19%	N/A
5Y EPS CAGR	26.10%	8.28%
Debt to Equity	47.51%	-4.99%
P/S Ratio	4.43	7.38
P/B Ratio	10.86	2.54

Net Assets

PWB

$1.60B

DFAR

$1.60B

Expense Ratio

PWB

0.55%

Winner

DFAR

0.19%

Max Drawdown

PWB

52.98%

Winner

DFAR

34.66%

Sharpe Ratio

Winner

PWB

2.06

DFAR

0.78

5Y Beta

PWB

1.17

Winner

DFAR

0.49

P/E Ratio

PWB

42.48

Winner

DFAR

33.68

Forward P/E

Winner

PWB

27.44

DFAR

33.69

PEG Ratio

PWB

0.49

DFAR

N/A

5Y Dividends CAGR

PWB

-25.19%

DFAR

N/A

5Y EPS CAGR

Winner

PWB

26.10%

DFAR

8.28%

Debt to Equity

PWB

47.51%

Winner

DFAR

-4.99%

P/S Ratio

Winner

PWB

4.43

DFAR

7.38

P/B Ratio

PWB

10.86

Winner

DFAR

2.54

PWB vs DFAR - Holdings Comparison

PWB and DFAR have 0 common holdings. Overlap is 0.00%

PWB's top 25 holdings weight is 66.48%. DFAR's top 25 holdings weight is 71.39%.

Rank	PWB	DFAR
#1	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 4.03%	WELLTOWER INC (WELL) - 7.40%
#2	ADVANCED MICRO DEVICES INC (AMD) - 3.59%	PROLOGIS INC (PLD) - 6.97%
#3	BROADCOM INC (AVGO) - 3.55%	EQUINIX INC (EQIX) - 5.27%
#4	AMAZON.COM INC (AMZN) - 3.55%	AMERICAN TOWER CORP (AMT) - 4.53%
#5	COSTCO WHOLESALE CORP (COST) - 3.51%	DIGITAL REALTY TRUST INC (DLR) - 4.49%
#6	MASTERCARD INC CLASS A (MA) - 3.46%	SIMON PROPERTY GROUP INC (SPG) - 4.45%
#7	VISA INC CLASS A (V) - 3.41%	REALTY INCOME CORP (O) - 4.45%
#8	ALPHABET INC CLASS A (GOOGL) - 3.40%	PUBLIC STORAGE (PSA) - 3.65%
#9	WALMART INC (WMT) - 3.34%	VENTAS INC (VTR) - 3.35%
#10	MICROSOFT CORP (MSFT) - 3.31%	CROWN CASTLE INC (CCI) - 2.94%
#11	APPLE INC (AAPL) - 3.22%	IRON MOUNTAIN INC (IRM) - 2.57%
#12	NVIDIA CORP (NVDA) - 3.20%	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.52%
#13	MICRON TECHNOLOGY INC (MU) - 3.13%	EXTRA SPACE STORAGE INC (EXR) - 2.36%
#14	META PLATFORMS INC CLASS A (META) - 3.11%	AVALONBAY COMMUNITIES INC (AVB) - 1.95%
#15	GE AEROSPACE (GE) - 2.89%	EQUITY RESIDENTIAL (EQR) - 1.80%
#16	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.76%	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.52%
#17	WESTERN DIGITAL CORP (WDC) - 1.71%	SUN COMMUNITIES INC (SUI) - 1.37%
#18	NASDAQ INC (NDAQ) - 1.58%	ESSEX PROPERTY TRUST INC (ESS) - 1.33%
#19	APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.55%	KIMCO REALTY CORP (KIM) - 1.32%
#20	ARISTA NETWORKS INC (ANET) - 1.54%	W.P. CAREY INC (WPC) - 1.31%
#21	SPOTIFY TECHNOLOGY SA (SPOT) - 1.54%	INVITATION HOMES INC (INVH) - 1.24%
#22	VERTIV HOLDINGS CO CLASS A (VRT) - 1.54%	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.22%
#23	GE VERNOVA INC (GEV) - 1.54%	OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.14%
#24	KLA CORP (KLAC) - 1.53%	HOST HOTELS & RESORTS INC (HST) - 1.12%
#25	CHARLES SCHWAB CORP (SCHW) - 1.49%	GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.12%
Total Holdings	52	129

PWB vs DFAR - Historical Returns

Returns include dividend reinvestment.

Period	PWB	DFAR
1 month	+13.96%	+5.70%
3 months	+13.49%	+7.82%
6 months	+21.15%	+11.99%
1 year	+47.83%	+14.57%
5 years(CAGR)	+16.99%	+3.46%
10 years(CAGR)	+17.80%	N/A
Max(CAGR)	+12.20%	+3.46%

Winner

PWB

+13.96%

DFAR

+5.70%

Winner

PWB

+13.49%

DFAR

+7.82%

Winner

PWB

+21.15%

DFAR

+11.99%

Winner

PWB

+47.83%

DFAR

+14.57%

5Y(CAGR)

Winner

PWB

+16.99%

DFAR

+3.46%

10Y(CAGR)

PWB

+17.80%

DFAR

N/A

Max(CAGR)

Winner

PWB

+12.20%

DFAR

+3.46%

PWB vs DFAR - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PWB	DFAR
2026	+19.42%	+13.46%
2025	+24.92%	+2.24%
2024	+33.11%	+4.24%
2023	+32.25%	+11.20%
2022	-25.87%	-14.29%
2021	+20.63%	N/A
2020	+31.03%	N/A
2019	+24.71%	N/A
2018	+0.24%	N/A
2017	+29.93%	N/A
2016	+5.00%	N/A
2015	+7.96%	N/A
2014	+14.05%	N/A
2013	+33.83%	N/A
2012	+17.97%	N/A
2011	-0.70%	N/A
2010	+12.60%	N/A
2009	+30.14%	N/A
2008	-41.42%	N/A
2007	+12.42%	N/A
2006	+3.53%	N/A
2005	+6.67%	N/A

PWB vs DFAR Drawdown Comparison

The maximum drawdown for PWB was -52.58%, occurring on Mar 9, 2009. Recovery took 1121 trading sessions.

The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.

The current DFAR drawdown is -0.19%.

Rank	PWB	DFAR
#1	-52.58% Oct 12, 2007 - Mar 26, 2012	-32.25% Apr 20, 2022 - Apr 16, 2026
#2	-32.36% Feb 19, 2020 - Jul 2, 2020	-2.71% Apr 20, 2026 - May 6, 2026
#3	-31.41% Dec 27, 2021 - Jan 24, 2024	-2.33% Mar 4, 2022 - Mar 17, 2022
#4	-22.10% Feb 18, 2025 - Jun 2, 2025	-2.14% Apr 6, 2022 - Apr 20, 2022
#5	-20.50% Oct 1, 2018 - Apr 5, 2019	-2.01% Feb 25, 2022 - Mar 3, 2022
#6	-13.94% Jul 20, 2015 - Jul 8, 2016	-1.70% Mar 29, 2022 - Apr 1, 2022
#7	-13.46% Feb 12, 2021 - Apr 15, 2021	-1.49% Mar 18, 2022 - Mar 25, 2022
#8	-12.18% Apr 6, 2006 - Dec 11, 2006	-1.00% Apr 1, 2022 - Apr 6, 2022
#9	-12.11% Jan 29, 2026 - Apr 13, 2026	-0.54% May 6, 2026 - May 7, 2026
#10	-10.04% Jul 16, 2024 - Sep 19, 2024	N/A
#11	-9.98% Jan 26, 2018 - May 21, 2018	N/A
#12	-9.63% Sep 2, 2020 - Nov 5, 2020	N/A
#13	-9.53% May 2, 2012 - Sep 6, 2012	N/A
#14	-9.16% Jul 17, 2007 - Sep 21, 2007	N/A
#15	-8.75% Oct 29, 2025 - Jan 6, 2026	N/A

Correlation

Correlation between PWB and DFAR is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2005 - 2026)

PWB vs DFAR dividend yield comparison.

Year	PWB	DFAR
2026	0.00%	0.16%
2025	0.00%	2.97%
2024	0.08%	2.89%
2023	0.37%	3.06%
2022	0.31%	1.69%
2021	0.04%	0.00%
2020	0.21%	0.00%
2019	0.58%	0.00%
2018	0.97%	0.00%
2017	0.54%	0.00%
2016	0.82%	0.00%
2015	0.67%	0.00%
2014	0.43%	0.00%
2013	0.42%	0.00%
2012	1.12%	0.00%
2011	0.89%	0.00%
2010	0.64%	0.00%
2009	0.60%	0.00%
2008	0.71%	0.00%
2007	0.19%	0.00%
2006	0.12%	0.00%
2005	0.02%	0.00%