DFCF vs XLG
Comparison between DIMENSIONAL CORE FIXED INCOME ETF (DFCF, ETF) and INVESCO S&P 500 TOP 50 ETF (XLG, ETF).
DFCF vs XLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFCF
$9.70B
XLG
$9.50B
Expense Ratio
Winner
DFCF
0.17%
XLG
0.20%
Max Drawdown
Winner
DFCF
21.67%
XLG
53.81%
Sharpe Ratio
DFCF
0.58
Winner
XLG
2.05
5Y Beta
Winner
DFCF
0.06
XLG
1.07
P/E Ratio
DFCF
N/A
XLG
29.77
Forward P/E
DFCF
N/A
XLG
25.01
PEG Ratio
DFCF
N/A
XLG
0.72
5Y Dividends CAGR
DFCF
N/A
XLG
1.27%
5Y EPS CAGR
DFCF
N/A
XLG
31.70%
Debt to Equity
DFCF
N/A
XLG
3.25%
P/S Ratio
DFCF
N/A
XLG
5.92
P/B Ratio
DFCF
N/A
XLG
7.33
DFCF vs XLG - Historical Returns
Returns include dividend reinvestment.
1M
DFCF
+0.16%
Winner
XLG
+11.51%
3M
DFCF
+0.08%
Winner
XLG
+7.30%
6M
DFCF
+1.24%
Winner
XLG
+7.97%
1Y
DFCF
+6.59%
Winner
XLG
+35.86%
5Y(CAGR)
DFCF
+0.32%
Winner
XLG
+15.90%
10Y(CAGR)
DFCF
N/A
XLG
+17.40%
Max(CAGR)
DFCF
+0.32%
Winner
XLG
+11.65%
DFCF vs XLG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | DFCF | XLG |
|---|---|---|
| 2026 | +0.72% | +6.67% |
| 2025 | +7.86% | +19.86% |
| 2024 | +1.97% | +34.63% |
| 2023 | +6.49% | +38.98% |
| 2022 | -13.97% | -25.22% |
| 2021 | +0.23% | +32.52% |
| 2020 | N/A | +22.59% |
| 2019 | N/A | +31.49% |
| 2018 | N/A | -4.27% |
| 2017 | N/A | +22.13% |
| 2016 | N/A | +13.05% |
| 2015 | N/A | +4.39% |
| 2014 | N/A | +12.19% |
| 2013 | N/A | +25.40% |
| 2012 | N/A | +13.33% |
| 2011 | N/A | +3.57% |
| 2010 | N/A | +7.41% |
| 2009 | N/A | +16.95% |
| 2008 | N/A | -32.91% |
| 2007 | N/A | +4.53% |
| 2006 | N/A | +15.92% |
| 2005 | N/A | +3.78% |
DFCF vs XLG Drawdown Comparison
The maximum drawdown for DFCF was -19.56%, occurring on Oct 20, 2022. Recovery took 970 trading sessions.
The maximum drawdown for XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DFCF drawdown is -1.14%.
| Rank | DFCF | XLG |
|---|---|---|
| #1 | -19.56% Dec 3, 2021 - Oct 16, 2025 | -52.40% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -2.79% Feb 27, 2026 - Mar 27, 2026 | -30.45% Feb 19, 2020 - Jul 8, 2020 |
| #3 | -1.11% Oct 28, 2025 - Nov 26, 2025 | -28.03% Jan 3, 2022 - Nov 20, 2023 |
| #4 | -0.94% Nov 19, 2021 - Nov 30, 2021 | -20.71% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -0.84% Nov 26, 2025 - Jan 14, 2026 | -19.78% Oct 3, 2018 - Apr 15, 2019 |
| #6 | -0.72% Jan 14, 2026 - Feb 5, 2026 | -13.40% Jul 20, 2015 - Nov 3, 2015 |
| #7 | -0.21% Oct 22, 2025 - Oct 27, 2025 | -12.42% Oct 29, 2025 - Apr 22, 2026 |
| #8 | -0.18% Oct 16, 2025 - Oct 20, 2025 | -11.32% Jul 10, 2024 - Oct 9, 2024 |
| #9 | -0.16% Feb 10, 2026 - Feb 12, 2026 | -11.15% Sep 2, 2020 - Dec 28, 2020 |
| #10 | -0.12% Nov 30, 2021 - Dec 3, 2021 | -10.81% Nov 3, 2015 - Apr 13, 2016 |
| #11 | -0.08% Feb 17, 2026 - Feb 23, 2026 | -10.62% Jan 26, 2018 - Jul 25, 2018 |
| #12 | -0.07% Feb 23, 2026 - Feb 26, 2026 | -8.87% Oct 4, 2012 - Feb 1, 2013 |
| #13 | N/A | -8.26% Apr 29, 2019 - Jul 2, 2019 |
| #14 | N/A | -7.99% Jul 16, 2007 - Sep 19, 2007 |
| #15 | N/A | -7.30% Sep 19, 2014 - Oct 31, 2014 |
Correlation
Correlation between DFCF and XLG is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2005 - 2026)
DFCF vs XLG dividend yield comparison.
| Year | DFCF | XLG |
|---|---|---|
| 2026 | 1.00% | 0.15% |
| 2025 | 4.48% | 0.64% |
| 2024 | 4.61% | 0.72% |
| 2023 | 4.51% | 0.97% |
| 2022 | 3.27% | 1.34% |
| 2021 | 0.16% | 0.94% |
| 2020 | 0.00% | 1.25% |
| 2019 | 0.00% | 1.58% |
| 2018 | 0.00% | 2.00% |
| 2017 | 0.00% | 1.85% |
| 2016 | 0.00% | 2.00% |
| 2015 | 0.00% | 2.09% |
| 2014 | 0.00% | 1.97% |
| 2013 | 0.00% | 1.97% |
| 2012 | 0.00% | 2.21% |
| 2011 | 0.00% | 2.61% |
| 2010 | 0.00% | 1.93% |
| 2009 | 0.00% | 2.31% |
| 2008 | 0.00% | 3.10% |
| 2007 | 0.00% | 1.98% |
| 2006 | 0.00% | 1.72% |
| 2005 | 0.00% | 1.00% |
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