PWB vs DFSU
Comparison between INVESCO LARGE CAP GROWTH ETF (PWB, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).
PWB vs DFSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PWB
$2.30B
DFSU
$2.30B
Expense Ratio
PWB
0.55%
Winner
DFSU
0.15%
Max Drawdown
PWB
52.98%
Winner
DFSU
20.33%
Sharpe Ratio
Winner
PWB
1.12
DFSU
1.11
5Y Beta
PWB
1.23
Winner
DFSU
0.98
P/E Ratio
PWB
36.43
Winner
DFSU
23.91
Forward P/E
PWB
25.46
Winner
DFSU
19.23
PEG Ratio
PWB
0.27
DFSU
N/A
5Y Dividends CAGR
PWB
-25.19%
DFSU
N/A
5Y EPS CAGR
Winner
PWB
26.62%
DFSU
25.99%
Debt to Equity
PWB
3.23%
DFSU
N/A
P/S Ratio
PWB
7.04
Winner
DFSU
2.39
P/B Ratio
PWB
11.83
Winner
DFSU
4.64
PWB vs DFSU - Holdings Comparison
PWB and DFSU have 36 common holdings. Overlap is 21.12%
PWB's top 25 holdings weight is 67.25%. DFSU's top 25 holdings weight is 39.72%.
| Rank | PWB | DFSU |
|---|---|---|
| #1 | APPLIED MATERIALS INC (AMAT) - 4.23% | NVIDIA CORP (NVDA) - 6.92% |
| #2 | META PLATFORMS INC CLASS A (META) - 3.69% | APPLE INC (AAPL) - 6.25% |
| #3 | VISA INC CLASS A (V) - 3.61% | META PLATFORMS INC CLASS A (META) - 2.88% |
| #4 | MASTERCARD INC CLASS A (MA) - 3.60% | AMAZON.COM INC (AMZN) - 2.67% |
| #5 | APPLE INC (AAPL) - 3.53% | MICROSOFT CORP (MSFT) - 2.50% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.48% | ALPHABET INC CLASS A (GOOGL) - 2.48% |
| #7 | LAM RESEARCH CORP (LRCX) - 3.45% | ALPHABET INC CLASS C (GOOG) - 2.16% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.35% | BROADCOM INC (AVGO) - 2.01% |
| #9 | CATERPILLAR INC (CAT) - 3.34% | JPMORGAN CHASE & CO (JPM) - 1.62% |
| #10 | NVIDIA CORP (NVDA) - 3.28% | ELI LILLY AND CO (LLY) - 1.45% |
| #11 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.25% | TESLA INC (TSLA) - 1.01% |
| #12 | AMAZON.COM INC (AMZN) - 3.19% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #13 | ALPHABET INC CLASS A (GOOGL) - 3.16% | VISA INC CLASS A (V) - 0.86% |
| #14 | BROADCOM INC (AVGO) - 3.10% | ABBVIE INC (ABBV) - 0.79% |
| #15 | COSTCO WHOLESALE CORP (COST) - 3.03% | MASTERCARD INC CLASS A (MA) - 0.74% |
| #16 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 1.92% | THE HOME DEPOT INC (HD) - 0.73% |
| #17 | CHARLES SCHWAB CORP (SCHW) - 1.64% | NETFLIX INC (NFLX) - 0.73% |
| #18 | AMPHENOL CORP CLASS A (APH) - 1.60% | WALMART INC (WMT) - 0.65% |
| #19 | KLA CORP (KLAC) - 1.59% | THE GOLDMAN SACHS GROUP INC (GS) - 0.55% |
| #20 | MONSTER BEVERAGE CORP (MNST) - 1.59% | COCA-COLA CO (KO) - 0.52% |
| #21 | PARKER HANNIFIN CORP (PH) - 1.56% | n/a (EXPD) - 0.30% |
| #22 | ARISTA NETWORKS INC (ANET) - 1.55% | AFLAC INC (AFL) - 0.24% |
| #23 | HOWMET AEROSPACE INC (HWM) - 1.52% | THE CIGNA GROUP (CI) - 0.24% |
| #24 | CSX CORP (CSX) - 1.51% | APPLIED MATERIALS INC (AMAT) - 0.24% |
| #25 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 1.48% | SLB LTD (SLB) - 0.24% |
| Total Holdings | 53 | 1845 |
PWB vs DFSU - Historical Returns
Returns include dividend reinvestment.
1M
PWB
-1.77%
Winner
DFSU
+2.31%
3M
PWB
+1.27%
Winner
DFSU
+5.39%
6M
Winner
PWB
+15.17%
DFSU
+10.17%
1Y
Winner
PWB
+32.16%
DFSU
+19.89%
5Y(CAGR)
PWB
+15.57%
DFSU
N/A
10Y(CAGR)
PWB
+17.55%
DFSU
N/A
Max(CAGR)
PWB
+12.10%
Winner
DFSU
+20.24%
PWB vs DFSU - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PWB | DFSU |
|---|---|---|
| 2026 | +21.09% | +11.22% |
| 2025 | +24.92% | +15.92% |
| 2024 | +33.11% | +23.88% |
| 2023 | +32.25% | +26.67% |
| 2022 | -25.87% | +0.65% |
| 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 DFSU Drawdown Comparison
The maximum drawdown for PWB was -52.58%, occurring on Mar 9, 2009. Recovery took 1121 trading sessions.
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The current PWB drawdown is -7.44%. The current DFSU drawdown is -1.61%.
| Rank | PWB | DFSU |
|---|---|---|
| #1 | -52.58% Oct 12, 2007 - Mar 26, 2012 | -19.88% Dec 4, 2024 - Jul 1, 2025 |
| #2 | -32.36% Feb 19, 2020 - Jul 2, 2020 | -11.40% Jul 31, 2023 - Dec 8, 2023 |
| #3 | -31.41% Dec 27, 2021 - Jan 24, 2024 | -10.12% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -22.10% Feb 18, 2025 - Jun 2, 2025 | -9.51% Feb 2, 2023 - Jun 8, 2023 |
| #5 | -20.50% Oct 1, 2018 - Apr 5, 2019 | -8.14% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -13.94% Jul 20, 2015 - Jul 8, 2016 | -7.36% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -13.73% Jun 22, 2026 - Jul 29, 2026 | -6.25% Mar 28, 2024 - May 15, 2024 |
| #8 | -13.46% Feb 12, 2021 - Apr 15, 2021 | -5.18% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -12.18% Apr 6, 2006 - Dec 11, 2006 | -4.70% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -12.11% Jan 29, 2026 - Apr 13, 2026 | -3.48% Jun 4, 2026 - Jul 1, 2026 |
| #11 | -10.04% Jul 16, 2024 - Sep 19, 2024 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -9.98% Jan 26, 2018 - May 21, 2018 | -3.19% Nov 2, 2022 - Nov 10, 2022 |
| #13 | -9.63% Sep 2, 2020 - Nov 5, 2020 | -2.93% Jul 28, 2025 - Aug 12, 2025 |
| #14 | -9.53% May 2, 2012 - Sep 6, 2012 | -2.87% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -9.16% Jul 17, 2007 - Sep 21, 2007 | -2.70% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between PWB and DFSU is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2005 - 2026)
PWB vs DFSU dividend yield comparison.
| Year | PWB | DFSU |
|---|---|---|
| 2026 | 0.00% | 0.42% |
| 2025 | 0.00% | 0.85% |
| 2024 | 0.08% | 0.96% |
| 2023 | 0.37% | 1.03% |
| 2022 | 0.31% | 0.21% |
| 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% |
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