DFIC vs SPY
Comparison between DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
DFIC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFIC
$14B
Winner
SPY
$784B
Expense Ratio
DFIC
0.22%
Winner
SPY
0.09%
Max Drawdown
Winner
DFIC
25.12%
SPY
56.47%
Sharpe Ratio
DFIC
1.45
Winner
SPY
1.54
5Y Beta
Winner
DFIC
0.67
SPY
1.00
P/E Ratio
DFIC
N/A
SPY
27.62
Forward P/E
DFIC
N/A
SPY
21.11
5Y Dividends CAGR
DFIC
N/A
SPY
6.00%
5Y EPS CAGR
DFIC
N/A
SPY
25.30%
Debt to Equity
DFIC
N/A
SPY
31.11%
P/S Ratio
DFIC
N/A
SPY
3.49
P/B Ratio
DFIC
N/A
SPY
5.30
DFIC vs SPY - Holdings Comparison
DFIC and SPY have 0 common holdings. Overlap is 0.00%
DFIC's top 25 holdings weight is 8.26%. SPY's top 25 holdings weight is 51.24%.
| Rank | DFIC | SPY |
|---|---|---|
| #1 | n/a (SHEL) - 1.13% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | NOVARTIS AG ADR (NVS) - 0.84% | APPLE INC (AAPL) - 6.81% |
| #3 | ASML HOLDING NV ADR (ASML) - 0.68% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | HSBC HOLDINGS PLC ADR (HSBC) - 0.46% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | ASTRAZENECA PLC ADR (AZN) - 0.44% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | BP PLC ADR (BP) - 0.44% | BROADCOM INC (AVGO) - 2.77% |
| #7 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 0.34% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | THE TORONTO-DOMINION BANK (TD) - 0.34% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | UNILEVER PLC ADR (UL) - 0.32% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | SUNCOR ENERGY INC (SU) - 0.31% | TESLA INC (TSLA) - 1.76% |
| #11 | BHP GROUP LTD ADR (BHP) - 0.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | CENOVUS ENERGY INC (CVE) - 0.23% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | RELX PLC ADR (RELX) - 0.23% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | NOVO NORDISK AS ADR (NVO) - 0.22% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | ALCON INC (ALC) - 0.22% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.22% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | SUN LIFE FINANCIAL INC (SLF) - 0.22% | VISA INC CLASS A (V) - 0.87% |
| #18 | AGNICO EAGLE MINES LTD (AEM) - 0.20% | INTEL CORP (INTC) - 0.85% |
| #19 | TC ENERGY CORP (TRP) - 0.19% | WALMART INC (WMT) - 0.82% |
| #20 | LLOYDS BANKING GROUP PLC ADR (LYG) - 0.17% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | NATWEST GROUP PLC ADR (NWG) - 0.17% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | MANULIFE FINANCIAL CORP (MFC) - 0.15% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | TELEFONICA SA (TEF) - 0.15% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | BANK OF NOVA SCOTIA (BNS) - 0.15% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | ENBRIDGE INC (ENB) - 0.14% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 59 | 505 |
DFIC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFIC
-1.13%
SPY
-1.37%
3M
DFIC
+7.30%
Winner
SPY
+12.22%
6M
Winner
DFIC
+8.54%
SPY
+7.20%
1Y
Winner
DFIC
+25.76%
SPY
+23.58%
5Y(CAGR)
DFIC
+12.60%
Winner
SPY
+13.19%
10Y(CAGR)
DFIC
N/A
SPY
+15.12%
Max(CAGR)
Winner
DFIC
+12.60%
SPY
+8.44%
DFIC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DFIC | SPY |
|---|---|---|
| 2026 | +7.95% | +7.95% |
| 2025 | +37.27% | +18.00% |
| 2024 | +5.13% | +25.59% |
| 2023 | +16.52% | +26.72% |
| 2022 | -9.26% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +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% |
DFIC vs SPY Drawdown Comparison
The maximum drawdown for DFIC was -24.39%, occurring on Sep 27, 2022. Recovery took 323 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DFIC drawdown is -2.46%. The current SPY drawdown is -3.18%.
| Rank | DFIC | SPY |
|---|---|---|
| #1 | -24.39% Mar 29, 2022 - Jul 13, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -13.14% Mar 19, 2025 - Apr 28, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -11.23% Jul 31, 2023 - Dec 14, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -11.00% Feb 27, 2026 - Mar 20, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.23% Sep 26, 2024 - Mar 5, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.27% Jul 12, 2024 - Aug 21, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.73% Nov 12, 2025 - Nov 28, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.10% Mar 27, 2024 - May 9, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.75% Dec 27, 2023 - Feb 22, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.68% May 15, 2024 - Jul 11, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.65% Jul 23, 2025 - Aug 12, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.48% Aug 27, 2024 - Sep 19, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.89% Oct 3, 2025 - Oct 27, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.35% Oct 27, 2025 - Nov 11, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.35% Mar 7, 2025 - Mar 17, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DFIC and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
DFIC vs SPY dividend yield comparison.
| Year | DFIC | SPY |
|---|---|---|
| 2026 | 1.43% | 0.50% |
| 2025 | 2.54% | 1.07% |
| 2024 | 2.87% | 1.21% |
| 2023 | 2.55% | 1.40% |
| 2022 | 1.47% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 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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