DBEF vs SPY
Comparison between XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed DBEF, delivering a return of +13.3% compared to +13.0%
DBEF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DBEF
$8.20B
Winner
SPY
$652B
Expense Ratio
DBEF
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
DBEF
32.46%
SPY
56.47%
Sharpe Ratio
DBEF
1.63
Winner
SPY
2.07
5Y Beta
Winner
DBEF
0.74
SPY
1.00
P/E Ratio
DBEF
N/A
SPY
28.24
Forward P/E
DBEF
N/A
SPY
21.85
5Y Dividends CAGR
Winner
DBEF
29.61%
SPY
5.43%
5Y EPS CAGR
DBEF
N/A
SPY
25.79%
Debt to Equity
DBEF
N/A
SPY
22.35%
P/S Ratio
DBEF
N/A
SPY
3.55
P/B Ratio
DBEF
N/A
SPY
5.29
DBEF vs SPY - Holdings Comparison
DBEF and SPY have 1 common holdings. Overlap is -1.42%
DBEF's top 25 holdings weight is 24.60%. SPY's top 25 holdings weight is 51.32%.
| Rank | DBEF | SPY |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.44% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.42% | APPLE INC (AAPL) - 6.48% |
| #3 | ASTRAZENECA PLC (AZN:XLON) - 1.33% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.31% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.26% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | NESTLE SA (n/a) - 1.20% | BROADCOM INC (AVGO) - 3.09% |
| #7 | SHELL PLC (n/a) - 1.16% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | n/a (n/a) - 1.06% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | SIEMENS AG (n/a) - 1.02% | TESLA INC (TSLA) - 1.73% |
| #10 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.96% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | BHP GROUP LTD (n/a) - 0.93% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.93% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | TOYOTA MOTOR CORP (n/a) - 0.85% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | SAP SE (n/a) - 0.84% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | TOTALENERGIES SE (TTE:XPAR) - 0.83% | WALMART INC (WMT) - 0.91% |
| #16 | BANCO SANTANDER SA (n/a) - 0.82% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | SCHNEIDER ELECTRIC SE (n/a) - 0.80% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | ALLIANZ SE (n/a) - 0.80% | VISA INC CLASS A (V) - 0.85% |
| #19 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.72% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | IBERDROLA SA (n/a) - 0.70% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | ABB LTD (n/a) - 0.69% | INTEL CORP (INTC) - 0.65% |
| #22 | HITACHI LTD (n/a) - 0.66% | NETFLIX INC (NFLX) - 0.64% |
| #23 | ADVANTEST CORP (n/a) - 0.65% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.61% | CHEVRON CORP (CVX) - 0.58% |
| #25 | NOVO NORDISK AS CLASS B (n/a) - 0.61% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 736 | 505 |
DBEF vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
DBEF
+0.48%
Winner
SPY
+9.11%
3M
DBEF
+1.25%
Winner
SPY
+6.59%
6M
Winner
DBEF
+11.28%
SPY
+10.56%
1Y
DBEF
+25.66%
Winner
SPY
+32.04%
5Y(CAGR)
DBEF
+13.05%
Winner
SPY
+13.35%
10Y(CAGR)
DBEF
+12.11%
Winner
SPY
+15.49%
Max(CAGR)
Winner
DBEF
+10.03%
SPY
+8.50%
DBEF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DBEF | SPY |
|---|---|---|
| 2026 | +6.76% | +8.27% |
| 2025 | +22.40% | +18.00% |
| 2024 | +13.66% | +25.59% |
| 2023 | +18.12% | +26.72% |
| 2022 | -6.10% | -18.64% |
| 2021 | +18.93% | +30.52% |
| 2020 | +0.83% | +17.28% |
| 2019 | +24.53% | +31.09% |
| 2018 | -9.67% | -5.24% |
| 2017 | +14.87% | +20.78% |
| 2016 | +7.68% | +13.59% |
| 2015 | +3.62% | +1.31% |
| 2014 | +5.08% | +14.56% |
| 2013 | +21.87% | +29.00% |
| 2012 | +8.67% | +14.17% |
| 2011 | -13.19% | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
DBEF vs SPY Drawdown Comparison
The maximum drawdown for DBEF was -32.46%, occurring on Mar 16, 2020. Recovery took 222 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DBEF drawdown is -1.03%.
| Rank | DBEF | SPY |
|---|---|---|
| #1 | -32.46% Feb 12, 2020 - Dec 29, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -23.46% Apr 10, 2015 - Mar 1, 2017 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -21.59% Jul 7, 2011 - Oct 31, 2012 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -15.40% Jan 23, 2018 - Apr 16, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -14.99% Jan 4, 2022 - Jan 23, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.62% Feb 18, 2025 - May 12, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.65% May 21, 2013 - Sep 18, 2013 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.42% Dec 19, 2012 - Mar 11, 2013 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.15% Oct 31, 2012 - Dec 19, 2012 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.77% Jul 12, 2024 - Oct 14, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.61% Sep 10, 2014 - Nov 18, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.41% Feb 25, 2026 - Mar 20, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.48% Jan 21, 2014 - May 27, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.59% Dec 5, 2014 - Jan 26, 2015 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.91% Jul 3, 2019 - Sep 12, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DBEF and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
DBEF vs SPY dividend yield comparison.
| Year | DBEF | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 5.55% | 1.07% |
| 2024 | 1.29% | 1.21% |
| 2023 | 4.46% | 1.40% |
| 2022 | 15.85% | 1.65% |
| 2021 | 2.28% | 1.20% |
| 2020 | 2.41% | 1.52% |
| 2019 | 3.03% | 1.75% |
| 2018 | 3.22% | 2.04% |
| 2017 | 2.98% | 1.80% |
| 2016 | 2.55% | 2.03% |
| 2015 | 3.70% | 2.06% |
| 2014 | 5.08% | 1.87% |
| 2013 | 1.48% | 1.81% |
| 2012 | 18.51% | 2.18% |
| 2011 | 0.44% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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