DFIV vs SPY
Comparison between DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceDFIV has outperformed SPY, delivering a return of +15.0% compared to +13.2%
DFIV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFIV
$20B
Winner
SPY
$784B
Expense Ratio
DFIV
0.27%
Winner
SPY
0.09%
Max Drawdown
Winner
DFIV
27.56%
SPY
56.47%
Sharpe Ratio
Winner
DFIV
1.85
SPY
1.54
5Y Beta
Winner
DFIV
0.66
SPY
1.00
P/E Ratio
DFIV
N/A
SPY
27.62
Forward P/E
DFIV
N/A
SPY
21.11
5Y Dividends CAGR
DFIV
N/A
SPY
6.00%
5Y EPS CAGR
DFIV
N/A
SPY
25.30%
Debt to Equity
DFIV
N/A
SPY
31.11%
P/S Ratio
DFIV
N/A
SPY
3.49
P/B Ratio
DFIV
N/A
SPY
5.30
DFIV vs SPY - Holdings Comparison
DFIV and SPY have 2 common holdings. Overlap is 0.03%
DFIV's top 25 holdings weight is 26.58%. SPY's top 25 holdings weight is 51.24%.
| Rank | DFIV | SPY |
|---|---|---|
| #1 | n/a (SHEL) - 3.01% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | TOTALENERGIES SE (TTE:XPAR) - 2.06% | APPLE INC (AAPL) - 6.81% |
| #3 | BANCO SANTANDER SA (n/a) - 1.92% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | TOYOTA MOTOR CORP (n/a) - 1.76% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | BASF SE (n/a) - 1.25% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | HSBC HOLDINGS PLC ADR (HSBC) - 1.17% | BROADCOM INC (AVGO) - 2.77% |
| #7 | THE TORONTO-DOMINION BANK (n/a) - 1.09% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | SOCIETE GENERALE SA (n/a) - 1.05% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.00% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | BP PLC ADR (BP) - 0.99% | TESLA INC (TSLA) - 1.76% |
| #11 | SUNCOR ENERGY INC (n/a) - 0.99% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | ZURICH INSURANCE GROUP AG (n/a) - 0.94% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | NOKIA OYJ (n/a) - 0.94% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | LLOYDS BANKING GROUP PLC (n/a) - 0.93% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | HOLCIM LTD (n/a) - 0.91% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | ENGIE SA (n/a) - 0.90% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | ORANGE SA (n/a) - 0.85% | VISA INC CLASS A (V) - 0.87% |
| #18 | COMPAGNIE DE SAINT-GOBAIN SA (n/a) - 0.84% | INTEL CORP (INTC) - 0.85% |
| #19 | n/a (n/a) - 0.84% | WALMART INC (WMT) - 0.82% |
| #20 | ENI SPA (n/a) - 0.83% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | AMRIZE LTD REGISTERED SHARE (AMRZ) - 0.47% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | TOURMALINE OIL CORP (n/a) - 0.47% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | RIO TINTO LTD (n/a) - 0.46% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | BPER BANCA SPA (n/a) - 0.46% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | ENEOS HOLDINGS INC (n/a) - 0.45% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 553 | 505 |
DFIV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFIV
-1.35%
SPY
-1.37%
3M
DFIV
+6.08%
Winner
SPY
+12.22%
6M
Winner
DFIV
+9.71%
SPY
+7.20%
1Y
Winner
DFIV
+32.83%
SPY
+23.58%
5Y(CAGR)
Winner
DFIV
+14.97%
SPY
+13.19%
10Y(CAGR)
DFIV
N/A
SPY
+15.12%
Max(CAGR)
Winner
DFIV
+14.97%
SPY
+8.44%
DFIV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DFIV | SPY |
|---|---|---|
| 2026 | +8.69% | +7.95% |
| 2025 | +45.83% | +18.00% |
| 2024 | +7.82% | +25.59% |
| 2023 | +16.94% | +26.72% |
| 2022 | -4.68% | -18.64% |
| 2021 | +0.06% | +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% |
DFIV vs SPY Drawdown Comparison
The maximum drawdown for DFIV was -25.39%, occurring on Sep 27, 2022. Recovery took 355 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DFIV drawdown is -2.35%. The current SPY drawdown is -3.18%.
| Rank | DFIV | SPY |
|---|---|---|
| #1 | -25.39% Feb 9, 2022 - Jul 12, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -14.73% Mar 19, 2025 - May 9, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -9.66% Feb 25, 2026 - Mar 20, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -9.57% Jul 31, 2023 - Dec 14, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -8.28% Sep 26, 2024 - Feb 11, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.60% Oct 20, 2021 - Jan 4, 2022 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.38% Jul 17, 2024 - Aug 21, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.94% May 20, 2024 - Jul 12, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.93% Jan 14, 2022 - Feb 9, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.87% Nov 12, 2025 - Nov 28, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.35% Apr 9, 2024 - May 9, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.17% Sep 15, 2021 - Oct 14, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.00% Jan 8, 2024 - Feb 22, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.94% Jul 23, 2025 - Aug 12, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.42% Aug 27, 2024 - Sep 19, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DFIV and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
DFIV vs SPY dividend yield comparison.
| Year | DFIV | SPY |
|---|---|---|
| 2026 | 1.67% | 0.50% |
| 2025 | 2.92% | 1.07% |
| 2024 | 3.88% | 1.21% |
| 2023 | 3.93% | 1.40% |
| 2022 | 3.84% | 1.65% |
| 2021 | 2.30% | 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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