VTWG vs DFAR

Comparison between VANGUARD RUSSELL 2000 GROWTH INDEX FUND ETF SHARES (VTWG, ETF) and DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF).

VTWG vs DFAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VTWG(ETF)	DFAR(ETF)
Net Assets	$1.70B	$1.70B
Expense Ratio	0.06%	0.19%
Max Drawdown	42.40%	34.66%
Sharpe Ratio	1.50	0.84
5Y Beta	1.23	0.46
P/E Ratio	113.05	34.34
Forward P/E	19.90	33.59
5Y Dividends CAGR	16.11%	N/A
5Y EPS CAGR	N/A	8.47%
Debt to Equity	26.91%	36.83%
P/S Ratio	2.40	7.29
P/B Ratio	4.67	2.59

Net Assets

VTWG

$1.70B

DFAR

$1.70B

Expense Ratio

Winner

VTWG

0.06%

DFAR

0.19%

Max Drawdown

VTWG

42.40%

Winner

DFAR

34.66%

Sharpe Ratio

Winner

VTWG

1.50

DFAR

0.84

5Y Beta

VTWG

1.23

Winner

DFAR

0.46

P/E Ratio

VTWG

113.05

Winner

DFAR

34.34

Forward P/E

Winner

VTWG

19.90

DFAR

33.59

5Y Dividends CAGR

VTWG

16.11%

DFAR

N/A

5Y EPS CAGR

VTWG

N/A

DFAR

8.47%

Debt to Equity

Winner

VTWG

26.91%

DFAR

36.83%

P/S Ratio

Winner

VTWG

2.40

DFAR

7.29

P/B Ratio

VTWG

4.67

Winner

DFAR

2.59

VTWG vs DFAR - Holdings Comparison

VTWG and DFAR have 19 common holdings. Overlap is 1.09%

VTWG's top 25 holdings weight is 23.10%. DFAR's top 25 holdings weight is 71.12%.

Rank	VTWG	DFAR
#1	BLOOM ENERGY CORP CLASS A (BE) - 3.41%	WELLTOWER INC (WELL) - 6.85%
#2	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.09%	PROLOGIS INC (PLD) - 6.83%
#3	SLBBH1142 (n/a) - 1.71%	EQUINIX INC (EQIX) - 5.43%
#4	STERLING INFRASTRUCTURE INC (STRL) - 1.41%	SIMON PROPERTY GROUP INC (SPG) - 4.64%
#5	FABRINET (FN) - 1.29%	AMERICAN TOWER CORP (AMT) - 4.52%
#6	IONQ INC CLASS A (IONQ) - 1.11%	DIGITAL REALTY TRUST INC (DLR) - 4.39%
#7	NEXTPOWER INC CLASS A (NXT) - 1.00%	REALTY INCOME CORP (O) - 4.38%
#8	GUARDANT HEALTH INC (GH) - 0.88%	PUBLIC STORAGE (PSA) - 3.72%
#9	SITIME CORP ORDINARY SHARES (SITM) - 0.87%	CROWN CASTLE INC (CCI) - 3.09%
#10	RAMBUS INC (RMBS) - 0.86%	VENTAS INC (VTR) - 3.06%
#11	DYCOM INDUSTRIES INC (DY) - 0.81%	IRON MOUNTAIN INC (IRM) - 3.02%
#12	MODINE MANUFACTURING CO (MOD) - 0.80%	EXTRA SPACE STORAGE INC (EXR) - 2.36%
#13	SEMTECH CORP (SMTC) - 0.78%	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.32%
#14	PLANET LABS PBC CLASS A (PL) - 0.76%	AVALONBAY COMMUNITIES INC (AVB) - 2.01%
#15	DIGITALOCEAN HOLDINGS INC (DOCN) - 0.65%	EQUITY RESIDENTIAL (EQR) - 1.86%
#16	KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.64%	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.62%
#17	ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.62%	ESSEX PROPERTY TRUST INC (ESS) - 1.41%
#18	VIAVI SOLUTIONS INC (VIAV) - 0.61%	W.P. CAREY INC (WPC) - 1.30%
#19	BRIDGEBIO PHARMA INC (BBIO) - 0.58%	HOST HOTELS & RESORTS INC (HST) - 1.29%
#20	ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.58%	INVITATION HOMES INC (INVH) - 1.27%
#21	SANMINA CORP (SANM) - 0.34%	KIMCO REALTY CORP (KIM) - 1.26%
#22	BRINKER INTERNATIONAL INC (EAT) - 0.34%	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.19%
#23	ARCHROCK INC (AROC) - 0.32%	SUN COMMUNITIES INC (SUI) - 1.18%
#24	PROTAGONIST THERAPEUTICS INC (PTGX) - 0.32%	HEALTHPEAK PROPERTIES INC (DOC) - 1.07%
#25	GLAUKOS CORP (GKOS) - 0.32%	OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.05%
Total Holdings	1097	127

VTWG vs DFAR - Historical Returns

Returns include dividend reinvestment.

Period	VTWG	DFAR
1 month	+4.36%	+1.22%
3 months	+22.81%	+12.30%
6 months	+16.97%	+16.22%
1 year	+40.09%	+13.91%
5 years(CAGR)	+5.57%	+3.79%
10 years(CAGR)	+11.70%	N/A
Max(CAGR)	+12.11%	+3.79%

Winner

VTWG

+4.36%

DFAR

+1.22%

Winner

VTWG

+22.81%

DFAR

+12.30%

Winner

VTWG

+16.97%

DFAR

+16.22%

Winner

VTWG

+40.09%

DFAR

+13.91%

5Y(CAGR)

Winner

VTWG

+5.57%

DFAR

+3.79%

10Y(CAGR)

VTWG

+11.70%

DFAR

N/A

Max(CAGR)

Winner

VTWG

+12.11%

DFAR

+3.79%

VTWG vs DFAR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	VTWG	DFAR
2026	+18.96%	+15.51%
2025	+12.58%	+2.24%
2024	+16.28%	+4.24%
2023	+19.64%	+11.20%
2022	-27.33%	-14.29%
2021	+4.39%	N/A
2020	+34.55%	N/A
2019	+28.92%	N/A
2018	-10.03%	N/A
2017	+21.89%	N/A
2016	+14.43%	N/A
2015	+0.17%	N/A
2014	+7.43%	N/A
2013	+39.98%	N/A
2012	+13.18%	N/A
2011	-4.95%	N/A
2010	+21.68%	N/A

VTWG vs DFAR Drawdown Comparison

The maximum drawdown for VTWG was -42.07%, occurring on Jun 16, 2022. Recovery took 1169 trading sessions.

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

The current VTWG drawdown is -1.45%. The current DFAR drawdown is -0.79%.

Rank	VTWG	DFAR
#1	-42.07% Feb 9, 2021 - Oct 6, 2025	-32.25% Apr 20, 2022 - Apr 16, 2026
#2	-40.36% Feb 19, 2020 - Aug 7, 2020	-3.26% Jun 12, 2026 - Jun 18, 2026
#3	-29.43% Apr 29, 2011 - Sep 14, 2012	-3.24% May 26, 2026 - Jun 9, 2026
#4	-28.77% Jun 23, 2015 - Dec 8, 2016	-2.71% Apr 20, 2026 - May 6, 2026
#5	-28.53% Aug 31, 2018 - Jan 14, 2020	-2.69% May 6, 2026 - May 20, 2026
#6	-14.88% Jan 22, 2026 - Apr 17, 2026	-2.33% Mar 4, 2022 - Mar 17, 2022
#7	-14.50% Mar 4, 2014 - Dec 24, 2014	-2.14% Apr 6, 2022 - Apr 20, 2022
#8	-11.04% Sep 14, 2012 - Jan 2, 2013	-2.01% Feb 25, 2022 - Mar 3, 2022
#9	-10.08% Oct 15, 2025 - Dec 10, 2025	-1.70% Mar 29, 2022 - Apr 1, 2022
#10	-8.87% Jan 26, 2018 - Mar 9, 2018	-1.49% Mar 18, 2022 - Mar 25, 2022
#11	-7.87% Sep 2, 2020 - Oct 7, 2020	-1.00% Apr 1, 2022 - Apr 6, 2022
#12	-7.69% Jan 22, 2014 - Feb 24, 2014	N/A
#13	-7.51% Oct 12, 2020 - Nov 5, 2020	N/A
#14	-7.28% Mar 12, 2018 - May 16, 2018	N/A
#15	-6.12% Jul 25, 2017 - Sep 18, 2017	N/A

Correlation

Correlation between VTWG and DFAR is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2010 - 2026)

VTWG vs DFAR dividend yield comparison.

Year	VTWG	DFAR
2026	0.26%	0.69%
2025	0.64%	2.97%
2024	0.55%	2.89%
2023	0.79%	3.06%
2022	0.71%	1.69%
2021	0.54%	0.00%
2020	0.48%	0.00%
2019	0.72%	0.00%
2018	0.72%	0.00%
2017	0.64%	0.00%
2016	0.96%	0.00%
2015	0.72%	0.00%
2014	0.62%	0.00%
2013	0.56%	0.00%
2012	0.81%	0.00%
2011	0.30%	0.00%
2010	0.27%	0.00%