RWL vs DFAE
Comparison between Invesco S&P 500 Revenue ETF (RWL, ETF) and DIMENSIONAL EMERGING CORE EQUITY MARKET ETF (DFAE, ETF).
5-Year PerformanceRWL has outperformed DFAE, delivering a return of +13.3% compared to +9.5%
RWL vs DFAE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWL
$8.80B
Winner
DFAE
$8.90B
Expense Ratio
RWL
0.39%
Winner
DFAE
0.29%
Max Drawdown
RWL
55.30%
Winner
DFAE
34.65%
Sharpe Ratio
RWL
2.07
Winner
DFAE
2.11
5Y Beta
Winner
RWL
0.70
DFAE
0.76
P/E Ratio
RWL
26.61
DFAE
N/A
Forward P/E
RWL
17.64
DFAE
N/A
5Y Dividends CAGR
RWL
7.54%
Winner
DFAE
183.63%
5Y EPS CAGR
RWL
14.91%
DFAE
N/A
Debt to Equity
RWL
20.00%
DFAE
N/A
P/S Ratio
RWL
0.94
DFAE
N/A
P/B Ratio
RWL
3.27
DFAE
N/A
RWL vs DFAE - Holdings Comparison
RWL and DFAE have 0 common holdings. Overlap is 0.00%
RWL's top 25 holdings weight is 38.94%. DFAE's top 25 holdings weight is 5.29%.
| Rank | RWL | DFAE |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 4.65% | PDD HOLDINGS INC ADR (PDD) - 0.81% |
| #2 | WALMART INC (WMT) - 3.81% | ICICI BANK LTD ADR (IBN) - 0.71% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 2.88% | HDFC BANK LTD ADR (HDB) - 0.46% |
| #4 | APPLE INC (AAPL) - 2.40% | INFOSYS LTD ADR (INFY) - 0.45% |
| #5 | CVS HEALTH CORP (CVS) - 2.16% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.40% |
| #6 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.77% | VALE SA ADR (VALE) - 0.27% |
| #7 | MCKESSON CORP (MCK) - 1.72% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.24% |
| #8 | EXXON MOBIL CORP (XOM) - 1.67% | YUM CHINA HOLDINGS INC (YUMC) - 0.24% |
| #9 | MICROSOFT CORP (MSFT) - 1.57% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.22% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.52% | GOLD FIELDS LTD ADR (GFI) - 0.18% |
| #11 | COSTCO WHOLESALE CORP (COST) - 1.48% | DR REDDY'S LABORATORIES LTD ADR (RDY) - 0.11% |
| #12 | THE CIGNA GROUP (CI) - 1.47% | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 0.11% |
| #13 | CENTENE CORP (CNC) - 1.45% | ANGLOGOLD ASHANTI PLC (AU) - 0.10% |
| #14 | CENCORA INC (COR) - 1.44% | n/a (BGKKF) - 0.10% |
| #15 | ALPHABET INC CLASS A (GOOGL) - 1.28% | n/a (PAC) - 0.10% |
| #16 | ELEVANCE HEALTH INC (ELV) - 1.28% | TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 0.10% |
| #17 | ALPHABET INC CLASS C (GOOG) - 1.27% | NETEASE INC ADR (NTES) - 0.10% |
| #18 | NVIDIA CORP (NVDA) - 1.15% | CREDICORP LTD (BAP) - 0.10% |
| #19 | CARDINAL HEALTH INC (CAH) - 1.13% | VIPSHOP HOLDINGS LTD ADR (VIPS) - 0.09% |
| #20 | BANK OF AMERICA CORP (BAC) - 1.08% | CEMEX SAB DE CV ADR (CX) - 0.08% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.36% | TRIP.COM GROUP LTD ADR (TCOM) - 0.07% |
| #22 | ALLSTATE CORP (ALL) - 0.36% | EMBRAER SA ADR (ERJ) - 0.07% |
| #23 | CAPITAL ONE FINANCIAL CORP (COF) - 0.36% | CHUNGHWA TELECOM CO LTD ADR (CHT) - 0.06% |
| #24 | ORACLE CORP (ORCL) - 0.35% | HARMONY GOLD MINING CO LTD ADR (HMY) - 0.06% |
| #25 | ELI LILLY AND CO (LLY) - 0.33% | KB FINANCIAL GROUP INC ADR (KB) - 0.06% |
| Total Holdings | 457 | 30 |
RWL vs DFAE - Historical Returns
Returns include dividend reinvestment.
1M
RWL
+4.57%
Winner
DFAE
+7.14%
3M
RWL
+4.69%
Winner
DFAE
+8.14%
6M
RWL
+10.61%
Winner
DFAE
+19.82%
1Y
RWL
+25.33%
Winner
DFAE
+46.40%
5Y(CAGR)
Winner
RWL
+13.31%
DFAE
+9.50%
10Y(CAGR)
RWL
+14.03%
DFAE
N/A
Max(CAGR)
Winner
RWL
+11.16%
DFAE
+10.39%
RWL vs DFAE - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | RWL | DFAE |
|---|---|---|
| 2026 | +8.54% | +17.02% |
| 2025 | +18.96% | +31.67% |
| 2024 | +15.91% | +8.98% |
| 2023 | +17.70% | +11.92% |
| 2022 | -6.69% | -17.87% |
| 2021 | +31.55% | +2.49% |
| 2020 | +8.40% | +4.85% |
| 2019 | +27.15% | N/A |
| 2018 | -8.46% | N/A |
| 2017 | +18.98% | N/A |
| 2016 | +13.58% | N/A |
| 2015 | -1.29% | N/A |
| 2014 | +14.33% | N/A |
| 2013 | +34.50% | N/A |
| 2012 | +16.05% | N/A |
| 2011 | -1.00% | N/A |
| 2010 | +15.28% | N/A |
| 2009 | +26.40% | N/A |
| 2008 | -34.19% | N/A |
RWL vs DFAE Drawdown Comparison
The maximum drawdown for RWL was -54.83%, occurring on Mar 9, 2009. Recovery took 688 trading sessions.
The maximum drawdown for DFAE was -32.21%, occurring on Oct 24, 2022. Recovery took 835 trading sessions.
The current DFAE drawdown is -3.01%.
| Rank | RWL | DFAE |
|---|---|---|
| #1 | -54.83% May 15, 2008 - Feb 8, 2011 | -32.21% Jun 2, 2021 - Sep 26, 2024 |
| #2 | -36.03% Feb 12, 2020 - Nov 9, 2020 | -18.12% Oct 7, 2024 - Jun 5, 2025 |
| #3 | -21.38% Apr 29, 2011 - Feb 27, 2012 | -12.80% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -19.49% Sep 21, 2018 - Jul 3, 2019 | -8.78% Feb 17, 2021 - Jun 1, 2021 |
| #5 | -17.50% Apr 20, 2022 - Jul 11, 2023 | -5.43% Jan 21, 2021 - Feb 9, 2021 |
| #6 | -15.27% May 21, 2015 - Jul 11, 2016 | -4.96% Oct 29, 2025 - Jan 2, 2026 |
| #7 | -14.39% Feb 19, 2025 - Jun 27, 2025 | -4.33% Oct 8, 2025 - Oct 20, 2025 |
| #8 | -11.74% Jan 26, 2018 - Sep 20, 2018 | -3.23% Jan 28, 2026 - Feb 9, 2026 |
| #9 | -10.32% Mar 26, 2012 - Aug 16, 2012 | -3.17% Jul 23, 2025 - Aug 12, 2025 |
| #10 | -10.20% Feb 26, 2008 - Apr 25, 2008 | -3.01% May 8, 2026 - May 12, 2026 |
| #11 | -9.19% Jul 31, 2023 - Dec 8, 2023 | -2.37% Jun 12, 2025 - Jun 24, 2025 |
| #12 | -7.72% Sep 19, 2014 - Nov 5, 2014 | -2.34% Dec 17, 2020 - Dec 29, 2020 |
| #13 | -6.84% Oct 18, 2012 - Dec 18, 2012 | -2.11% Apr 17, 2026 - Apr 24, 2026 |
| #14 | -6.80% Jul 12, 2019 - Sep 11, 2019 | -1.55% Aug 22, 2025 - Sep 8, 2025 |
| #15 | -6.75% Jan 11, 2022 - Mar 25, 2022 | -1.50% Jul 3, 2025 - Jul 15, 2025 |
Correlation
Correlation between RWL and DFAE is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2008 - 2026)
RWL vs DFAE dividend yield comparison.
| Year | RWL | DFAE |
|---|---|---|
| 2026 | 0.34% | 0.14% |
| 2025 | 1.35% | 2.20% |
| 2024 | 1.43% | 2.35% |
| 2023 | 1.60% | 2.43% |
| 2022 | 1.62% | 2.85% |
| 2021 | 1.35% | 1.63% |
| 2020 | 1.75% | 0.01% |
| 2019 | 1.87% | 0.00% |
| 2018 | 1.99% | 0.00% |
| 2017 | 1.60% | 0.00% |
| 2016 | 1.71% | 0.00% |
| 2015 | 1.97% | 0.00% |
| 2014 | 1.43% | 0.00% |
| 2013 | 1.61% | 0.00% |
| 2012 | 1.89% | 0.00% |
| 2011 | 1.85% | 0.00% |
| 2010 | 1.34% | 0.00% |
| 2009 | 1.32% | 0.00% |
| 2008 | 1.21% | 0.00% |
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