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 +14.2% compared to +9.2%
RWL vs DFAE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWL
$9.70B
DFAE
$9.70B
Expense Ratio
RWL
0.39%
Winner
DFAE
0.29%
Max Drawdown
RWL
55.30%
Winner
DFAE
34.65%
Sharpe Ratio
Winner
RWL
2.40
DFAE
1.22
5Y Beta
Winner
RWL
0.68
DFAE
0.84
P/E Ratio
RWL
22.15
DFAE
N/A
Forward P/E
RWL
17.37
DFAE
N/A
PEG Ratio
RWL
-3.86
DFAE
N/A
5Y Dividends CAGR
RWL
8.40%
Winner
DFAE
59.34%
5Y EPS CAGR
RWL
17.24%
DFAE
N/A
Debt to Equity
RWL
35.34%
DFAE
N/A
P/S Ratio
RWL
1.07
DFAE
N/A
P/B Ratio
RWL
3.39
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 37.72%. DFAE's top 25 holdings weight is 5.29%.
| Rank | RWL | DFAE |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 4.17% | PDD HOLDINGS INC ADR (PDD) - 0.81% |
| #2 | WALMART INC (WMT) - 3.31% | ICICI BANK LTD ADR (IBN) - 0.71% |
| #3 | APPLE INC (AAPL) - 2.36% | HDFC BANK LTD ADR (HDB) - 0.46% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 2.23% | INFOSYS LTD ADR (INFY) - 0.45% |
| #5 | MCKESSON CORP (MCK) - 2.19% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.40% |
| #6 | CVS HEALTH CORP (CVS) - 2.02% | VALE SA ADR (VALE) - 0.27% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.97% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.24% |
| #8 | MICROSOFT CORP (MSFT) - 1.91% | YUM CHINA HOLDINGS INC (YUMC) - 0.24% |
| #9 | CENCORA INC (COR) - 1.82% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.22% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.62% | GOLD FIELDS LTD ADR (GFI) - 0.18% |
| #11 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.62% | DR REDDY'S LABORATORIES LTD ADR (RDY) - 0.11% |
| #12 | COSTCO WHOLESALE CORP (COST) - 1.38% | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 0.11% |
| #13 | NVIDIA CORP (NVDA) - 1.36% | ANGLOGOLD ASHANTI PLC (AU) - 0.10% |
| #14 | CARDINAL HEALTH INC (CAH) - 1.36% | n/a (BGKKF) - 0.10% |
| #15 | THE CIGNA GROUP (CI) - 1.25% | n/a (PAC) - 0.10% |
| #16 | BANK OF AMERICA CORP (BAC) - 1.11% | TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 0.10% |
| #17 | META PLATFORMS INC CLASS A (META) - 1.09% | NETEASE INC ADR (NTES) - 0.10% |
| #18 | ALPHABET INC CLASS C (GOOG) - 1.06% | CREDICORP LTD (BAP) - 0.10% |
| #19 | ALPHABET INC CLASS A (GOOGL) - 1.05% | VIPSHOP HOLDINGS LTD ADR (VIPS) - 0.09% |
| #20 | GENERAL MOTORS CO (GM) - 1.02% | CEMEX SAB DE CV ADR (CX) - 0.08% |
| #21 | UNITED AIRLINES HOLDINGS INC (UAL) - 0.38% | TRIP.COM GROUP LTD ADR (TCOM) - 0.07% |
| #22 | ARCHER-DANIELS-MIDLAND CO (ADM) - 0.38% | EMBRAER SA ADR (ERJ) - 0.07% |
| #23 | ELI LILLY AND CO (LLY) - 0.36% | CHUNGHWA TELECOM CO LTD ADR (CHT) - 0.06% |
| #24 | PRUDENTIAL FINANCIAL INC (PRU) - 0.35% | HARMONY GOLD MINING CO LTD ADR (HMY) - 0.06% |
| #25 | ACCENTURE PLC CLASS A (ACN) - 0.35% | KB FINANCIAL GROUP INC ADR (KB) - 0.06% |
| Total Holdings | 466 | 30 |
RWL vs DFAE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RWL
+3.10%
DFAE
+0.28%
3M
Winner
RWL
+8.83%
DFAE
-0.97%
6M
Winner
RWL
+11.78%
DFAE
+9.74%
1Y
RWL
+31.28%
Winner
DFAE
+33.06%
5Y(CAGR)
Winner
RWL
+14.17%
DFAE
+9.22%
10Y(CAGR)
RWL
+14.23%
DFAE
N/A
Max(CAGR)
Winner
RWL
+11.47%
DFAE
+9.95%
RWL vs DFAE - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | RWL | DFAE |
|---|---|---|
| 2026 | +17.10% | +17.10% |
| 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 -6.94%.
| 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 | -13.75% Jun 22, 2026 - Jul 29, 2026 |
| #4 | -19.49% Sep 21, 2018 - Jul 3, 2019 | -12.80% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -17.50% Apr 20, 2022 - Jul 11, 2023 | -8.78% Feb 17, 2021 - Jun 1, 2021 |
| #6 | -15.27% May 21, 2015 - Jul 11, 2016 | -8.32% Jun 2, 2026 - Jun 18, 2026 |
| #7 | -14.39% Feb 19, 2025 - Jun 27, 2025 | -5.43% Jan 21, 2021 - Feb 9, 2021 |
| #8 | -11.74% Jan 26, 2018 - Sep 20, 2018 | -5.40% May 8, 2026 - May 26, 2026 |
| #9 | -10.32% Mar 26, 2012 - Aug 16, 2012 | -4.96% Oct 29, 2025 - Jan 2, 2026 |
| #10 | -10.20% Feb 26, 2008 - Apr 25, 2008 | -4.33% Oct 8, 2025 - Oct 20, 2025 |
| #11 | -9.19% Jul 31, 2023 - Dec 8, 2023 | -3.23% Jan 28, 2026 - Feb 9, 2026 |
| #12 | -7.72% Sep 19, 2014 - Nov 5, 2014 | -3.17% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -6.84% Oct 18, 2012 - Dec 18, 2012 | -2.37% Jun 12, 2025 - Jun 24, 2025 |
| #14 | -6.80% Jul 12, 2019 - Sep 11, 2019 | -2.34% Dec 17, 2020 - Dec 29, 2020 |
| #15 | -6.75% Jan 11, 2022 - Mar 25, 2022 | -2.11% Apr 17, 2026 - Apr 24, 2026 |
Correlation
Correlation between RWL and DFAE is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2008 - 2026)
RWL vs DFAE dividend yield comparison.
| Year | RWL | DFAE |
|---|---|---|
| 2026 | 0.61% | 0.68% |
| 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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