THW vs DFVX

Comparison between abrdn World Healthcare Fund (THW, ETF) and DIMENSIONAL US LARGE CAP VECTOR ETF (DFVX, ETF).

THW vs DFVX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	THW(ETF)	DFVX(ETF)
Net Assets	$517M	$517M
Expense Ratio	N/A	0.19%
Max Drawdown	55.65%	16.95%
Sharpe Ratio	1.22	1.53
5Y Beta	0.51	0.83
P/E Ratio	N/A	24.14
Forward P/E	N/A	18.76
PEG Ratio	N/A	0.56
5Y Dividends CAGR	1.61%	N/A
5Y EPS CAGR	N/A	17.79%
Debt to Equity	N/A	49.56%
P/S Ratio	N/A	2.78
P/B Ratio	N/A	5.32

Net Assets

THW

$517M

DFVX

$517M

Expense Ratio

THW

N/A

DFVX

0.19%

Max Drawdown

THW

55.65%

Winner

DFVX

16.95%

Sharpe Ratio

THW

1.22

Winner

DFVX

1.53

5Y Beta

Winner

THW

0.51

DFVX

0.83

P/E Ratio

THW

N/A

DFVX

24.14

Forward P/E

THW

N/A

DFVX

18.76

PEG Ratio

THW

N/A

DFVX

0.56

5Y Dividends CAGR

THW

1.61%

DFVX

N/A

5Y EPS CAGR

THW

N/A

DFVX

17.79%

Debt to Equity

THW

N/A

DFVX

49.56%

P/S Ratio

THW

N/A

DFVX

2.78

P/B Ratio

THW

N/A

DFVX

5.32

THW vs DFVX - Historical Returns

Returns include dividend reinvestment.

Period	THW	DFVX
1 month	-4.51%	+2.02%
3 months	+3.90%	+9.67%
6 months	+2.71%	+10.87%
1 year	+27.35%	+22.75%
5 years(CAGR)	+4.75%	N/A
10 years(CAGR)	+9.43%	N/A
Max(CAGR)	+5.81%	+21.33%

THW

-4.51%

Winner

DFVX

+2.02%

THW

+3.90%

Winner

DFVX

+9.67%

THW

+2.71%

Winner

DFVX

+10.87%

Winner

THW

+27.35%

DFVX

+22.75%

5Y(CAGR)

THW

+4.75%

DFVX

N/A

10Y(CAGR)

THW

+9.43%

DFVX

N/A

Max(CAGR)

THW

+5.81%

Winner

DFVX

+21.33%

THW vs DFVX - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	THW	DFVX
2026	+1.30%	+10.54%
2025	+30.03%	+15.47%
2024	+3.57%	+17.82%
2023	-11.22%	+9.85%
2022	-0.27%	N/A
2021	+12.44%	N/A
2020	+25.49%	N/A
2019	+29.17%	N/A
2018	-6.51%	N/A
2017	+12.15%	N/A
2016	-9.67%	N/A
2015	-17.95%	N/A

THW vs DFVX Drawdown Comparison

The maximum drawdown for THW was -37.37%, occurring on Mar 23, 2020. Recovery took 49 trading sessions.

The maximum drawdown for DFVX was -16.71%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The current THW drawdown is -5.12%. The current DFVX drawdown is -1.07%.

Rank	THW	DFVX
#1	-37.37% Feb 14, 2020 - Apr 27, 2020	-16.71% Feb 19, 2025 - Jun 30, 2025
#2	-36.36% Jul 13, 2015 - Jul 17, 2019	-7.17% Feb 9, 2026 - Apr 14, 2026
#3	-31.47% Dec 14, 2022 - Aug 1, 2024	-6.66% Jul 16, 2024 - Aug 30, 2024
#4	-20.05% Oct 4, 2024 - Sep 3, 2025	-5.05% Dec 2, 2024 - Jan 23, 2025
#5	-19.22% Sep 2, 2021 - Dec 13, 2022	-4.77% Mar 28, 2024 - Jul 5, 2024
#6	-17.23% Jan 20, 2021 - Aug 17, 2021	-4.50% Oct 27, 2025 - Nov 28, 2025
#7	-11.26% Dec 26, 2025 - Apr 15, 2026	-3.81% Aug 30, 2024 - Sep 17, 2024
#8	-9.09% Oct 30, 2025 - Nov 26, 2025	-3.11% Jun 4, 2026 - Jun 10, 2026
#9	-8.22% Aug 18, 2020 - Nov 5, 2020	-2.82% Oct 6, 2025 - Oct 24, 2025
#10	-6.23% Jun 5, 2020 - Jul 15, 2020	-2.71% Oct 14, 2024 - Nov 6, 2024
#11	-5.66% May 28, 2026 - Jun 9, 2026	-2.61% Jul 25, 2025 - Aug 12, 2025
#12	-5.34% Apr 17, 2026 - Apr 30, 2026	-2.24% Nov 11, 2024 - Nov 25, 2024
#13	-4.52% Aug 1, 2024 - Aug 23, 2024	-1.92% Dec 11, 2025 - Dec 24, 2025
#14	-4.31% Nov 26, 2025 - Dec 23, 2025	-1.89% Jan 12, 2026 - Jan 26, 2026
#15	-4.08% Jan 22, 2020 - Feb 5, 2020	-1.61% Dec 27, 2023 - Jan 19, 2024

Correlation

Correlation between THW and DFVX is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2015 - 2026)

THW vs DFVX dividend yield comparison.

Year	THW	DFVX
2026	4.77%	0.31%
2025	10.96%	1.21%
2024	12.72%	1.22%
2023	12.00%	0.32%
2022	9.56%	0.00%
2021	8.60%	0.00%
2020	8.85%	0.00%
2019	10.11%	0.00%
2018	12.08%	0.00%
2017	10.29%	0.00%
2016	10.91%	0.00%
2015	3.69%	0.00%