DFCF vs XBI
Comparison between DIMENSIONAL CORE FIXED INCOME ETF (DFCF, ETF) and STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF).
5-Year PerformanceXBI has outperformed DFCF, delivering a return of +3.4% compared to +0.2%
DFCF vs XBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DFCF vs XBI - Historical Returns
Returns include dividend reinvestment.
DFCF vs XBI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DFCF | XBI |
|---|---|---|
| 2026 | +0.07% | +23.37% |
| 2025 | +7.86% | +33.70% |
| 2024 | +1.97% | -0.05% |
| 2023 | +6.49% | +9.54% |
| 2022 | -13.97% | -28.10% |
| 2021 | +0.23% | -20.55% |
| 2020 | N/A | +49.01% |
| 2019 | N/A | +30.54% |
| 2018 | N/A | -17.55% |
| 2017 | N/A | +42.81% |
| 2016 | N/A | -12.49% |
| 2015 | N/A | +12.40% |
| 2014 | N/A | +44.27% |
| 2013 | N/A | +42.97% |
| 2012 | N/A | +32.95% |
| 2011 | N/A | +3.91% |
| 2010 | N/A | +15.74% |
| 2009 | N/A | -0.82% |
| 2008 | N/A | -8.58% |
| 2007 | N/A | +30.24% |
| 2006 | N/A | -6.48% |
DFCF vs XBI Drawdown Comparison
The maximum drawdown for DFCF was -19.56%, occurring on Oct 20, 2022. Recovery took 970 trading sessions.
The maximum drawdown for XBI was -63.89%, occurring on May 11, 2022. This drawdown has not yet recovered.
The current DFCF drawdown is -1.78%. The current XBI drawdown is -13.36%.
| Rank | DFCF | XBI |
|---|---|---|
| #1 | -19.56% Dec 3, 2021 - Oct 16, 2025 | -63.89% Feb 8, 2021 - May 11, 2022 |
| #2 | -2.79% Feb 27, 2026 - Mar 27, 2026 | -49.25% Jul 17, 2015 - Jan 12, 2018 |
| #3 | -1.11% Oct 28, 2025 - Nov 26, 2025 | -37.67% Aug 14, 2008 - Apr 14, 2011 |
| #4 | -0.94% Nov 19, 2021 - Nov 30, 2021 | -35.26% Jun 20, 2018 - May 11, 2020 |
| #5 | -0.84% Nov 26, 2025 - Jan 14, 2026 | -29.06% Feb 27, 2014 - Oct 28, 2014 |
| #6 | -0.72% Jan 14, 2026 - Feb 5, 2026 | -26.72% Jul 22, 2011 - Jan 27, 2012 |
| #7 | -0.21% Oct 22, 2025 - Oct 27, 2025 | -22.71% Dec 6, 2007 - Jul 15, 2008 |
| #8 | -0.18% Oct 16, 2025 - Oct 20, 2025 | -21.93% Feb 27, 2006 - Aug 8, 2007 |
| #9 | -0.16% Feb 10, 2026 - Feb 12, 2026 | -15.10% Sep 21, 2012 - Jan 14, 2013 |
| #10 | -0.12% Nov 30, 2021 - Dec 3, 2021 | -14.51% Jan 29, 2018 - Jun 5, 2018 |
| #11 | -0.08% Feb 17, 2026 - Feb 23, 2026 | -13.70% Jul 20, 2020 - Oct 12, 2020 |
| #12 | -0.07% Feb 23, 2026 - Feb 26, 2026 | -13.36% Oct 2, 2013 - Jan 7, 2014 |
| #13 | N/A | -13.21% Mar 19, 2015 - May 29, 2015 |
| #14 | N/A | -11.51% Jan 21, 2014 - Feb 20, 2014 |
| #15 | N/A | -10.38% May 30, 2013 - Jul 10, 2013 |
Correlation
Correlation between DFCF and XBI is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
DFCF vs XBI dividend yield comparison.
| Year | DFCF | XBI |
|---|---|---|
| 2026 | 2.13% | 0.09% |
| 2025 | 4.48% | 0.37% |
| 2024 | 4.61% | 0.15% |
| 2023 | 4.51% | 0.02% |
| 2022 | 3.27% | 0.00% |
| 2021 | 0.16% | 0.04% |
| 2020 | 0.00% | 0.20% |
| 2019 | 0.00% | 0.00% |
| 2018 | 0.00% | 0.28% |
| 2017 | 0.00% | 0.24% |
| 2016 | 0.00% | 0.26% |
| 2015 | 0.00% | 0.61% |
| 2014 | 0.00% | 1.07% |
| 2013 | 0.00% | 0.17% |
| 2012 | 0.00% | 0.22% |
| 2009 | 0.00% | 0.28% |
| 2008 | 0.00% | 1.27% |
| 2007 | 0.00% | 0.26% |
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