DGEIX vs. CWS
Compare and contrast key facts about DFA Global Equity Portfolio Institutional Class (DGEIX) and AdvisorShares Focused Equity ETF (CWS).
DGEIX is managed by Dimensional Fund Advisors LP. It was launched on Dec 24, 2003. CWS is an actively managed fund by AdvisorShares. It was launched on Sep 20, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGEIX or CWS.
Correlation
The correlation between DGEIX and CWS is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DGEIX vs. CWS - Performance Comparison
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Key characteristics
DGEIX:
17.38%
CWS:
6.04%
DGEIX:
-60.58%
CWS:
-0.27%
DGEIX:
-6.48%
CWS:
-0.27%
Returns By Period
DGEIX
-0.15%
6.81%
-5.45%
5.08%
12.97%
7.66%
CWS
N/A
N/A
N/A
N/A
N/A
N/A
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DGEIX vs. CWS - Expense Ratio Comparison
DGEIX has a 0.25% expense ratio, which is lower than CWS's 0.77% expense ratio.
Risk-Adjusted Performance
DGEIX vs. CWS — Risk-Adjusted Performance Rank
DGEIX
CWS
DGEIX vs. CWS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Global Equity Portfolio Institutional Class (DGEIX) and AdvisorShares Focused Equity ETF (CWS). 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.
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Dividends
DGEIX vs. CWS - Dividend Comparison
DGEIX's dividend yield for the trailing twelve months is around 1.75%, more than CWS's 0.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGEIX DFA Global Equity Portfolio Institutional Class | 1.75% | 1.71% | 1.97% | 1.89% | 1.67% | 1.44% | 1.73% | 1.99% | 1.83% | 1.91% | 1.99% | 1.88% |
CWS AdvisorShares Focused Equity ETF | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DGEIX vs. CWS - Drawdown Comparison
The maximum DGEIX drawdown since its inception was -60.58%, which is greater than CWS's maximum drawdown of -0.27%. Use the drawdown chart below to compare losses from any high point for DGEIX and CWS. For additional features, visit the drawdowns tool.
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Volatility
DGEIX vs. CWS - Volatility Comparison
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