DFGP vs. BNDW
Compare and contrast key facts about Dimensional Global Core Plus Fixed Income ETF (DFGP) and Vanguard Total World Bond ETF (BNDW).
DFGP and BNDW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFGP is an actively managed fund by Dimensional. It was launched on Nov 7, 2023. BNDW is a passively managed fund by Vanguard that tracks the performance of the Bloomberg Barclays Global Aggregate Float Adjusted TR Index. It was launched on Sep 4, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFGP or BNDW.
Correlation
The correlation between DFGP and BNDW is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DFGP vs. BNDW - Performance Comparison
Loading data...
Key characteristics
DFGP:
1.05
BNDW:
1.24
DFGP:
1.46
BNDW:
1.80
DFGP:
1.18
BNDW:
1.22
DFGP:
1.61
BNDW:
0.50
DFGP:
4.33
BNDW:
4.49
DFGP:
1.13%
BNDW:
1.16%
DFGP:
4.81%
BNDW:
4.26%
DFGP:
-3.04%
BNDW:
-17.22%
DFGP:
-0.97%
BNDW:
-4.77%
Returns By Period
In the year-to-date period, DFGP achieves a 1.13% return, which is significantly lower than BNDW's 1.71% return.
DFGP
1.13%
0.86%
0.66%
5.18%
N/A
N/A
BNDW
1.71%
0.84%
1.44%
5.55%
-0.29%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFGP vs. BNDW - Expense Ratio Comparison
DFGP has a 0.22% expense ratio, which is higher than BNDW's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DFGP vs. BNDW — Risk-Adjusted Performance Rank
DFGP
BNDW
DFGP vs. BNDW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Core Plus Fixed Income ETF (DFGP) and Vanguard Total World Bond ETF (BNDW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Loading data...
Dividends
DFGP vs. BNDW - Dividend Comparison
DFGP's dividend yield for the trailing twelve months is around 3.87%, less than BNDW's 4.00% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|
DFGP Dimensional Global Core Plus Fixed Income ETF | 3.87% | 4.51% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BNDW Vanguard Total World Bond ETF | 4.00% | 3.90% | 3.73% | 2.02% | 2.58% | 1.56% | 3.05% | 1.66% |
Drawdowns
DFGP vs. BNDW - Drawdown Comparison
The maximum DFGP drawdown since its inception was -3.04%, smaller than the maximum BNDW drawdown of -17.22%. Use the drawdown chart below to compare losses from any high point for DFGP and BNDW. For additional features, visit the drawdowns tool.
Loading data...
Volatility
DFGP vs. BNDW - Volatility Comparison
Dimensional Global Core Plus Fixed Income ETF (DFGP) has a higher volatility of 1.79% compared to Vanguard Total World Bond ETF (BNDW) at 1.18%. This indicates that DFGP's price experiences larger fluctuations and is considered to be riskier than BNDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...