DFIV vs XLC
Comparison between DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV, ETF) and STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) ETF (XLC, ETF).
5-Year PerformanceDFIV has outperformed XLC, delivering a return of +16.2% compared to +7.2%
DFIV vs XLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFIV
$21B
Winner
XLC
$22B
Expense Ratio
DFIV
0.27%
Winner
XLC
0.08%
Max Drawdown
Winner
DFIV
27.56%
XLC
47.23%
Sharpe Ratio
Winner
DFIV
1.79
XLC
-0.00
5Y Beta
Winner
DFIV
0.65
XLC
0.81
P/E Ratio
DFIV
N/A
XLC
16.68
Forward P/E
DFIV
N/A
XLC
15.10
PEG Ratio
DFIV
N/A
XLC
0.33
5Y Dividends CAGR
DFIV
N/A
XLC
22.22%
5Y EPS CAGR
DFIV
N/A
XLC
23.50%
Debt to Equity
DFIV
N/A
XLC
44.50%
P/S Ratio
DFIV
N/A
XLC
2.13
P/B Ratio
DFIV
N/A
XLC
2.99
DFIV vs XLC - Holdings Comparison
DFIV and XLC have 1 common holdings. Overlap is 0.00%
DFIV's top 25 holdings weight is 26.56%. XLC's top 25 holdings weight is 100.00%.
| Rank | DFIV | XLC |
|---|---|---|
| #1 | n/a (SHEL) - 3.03% | META PLATFORMS INC CLASS A (META) - 17.34% |
| #2 | BANCO SANTANDER SA (n/a) - 2.01% | ALPHABET INC CLASS A (GOOGL) - 10.66% |
| #3 | TOTALENERGIES SE (TTE:XPAR) - 1.99% | ALPHABET INC CLASS C (GOOG) - 8.56% |
| #4 | TOYOTA MOTOR CORP (n/a) - 1.73% | AT&T INC (T) - 5.03% |
| #5 | BASF SE (n/a) - 1.23% | VERIZON COMMUNICATIONS INC (VZ) - 4.82% |
| #6 | HSBC HOLDINGS PLC ADR (HSBC) - 1.22% | COMCAST CORP CLASS A (CMCSA) - 4.76% |
| #7 | SOCIETE GENERALE SA (n/a) - 1.08% | THE WALT DISNEY CO (DIS) - 4.74% |
| #8 | THE TORONTO-DOMINION BANK (n/a) - 1.05% | WARNER BROS. DISCOVERY INC ORDINARY SHARES CLASS A (WBD) - 4.61% |
| #9 | LLOYDS BANKING GROUP PLC (n/a) - 1.01% | T-MOBILE US INC (TMUS) - 4.61% |
| #10 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.01% | LIVE NATION ENTERTAINMENT INC (LYV) - 4.59% |
| #11 | BAYER AG (n/a) - 1.00% | NETFLIX INC (NFLX) - 4.55% |
| #12 | SUNCOR ENERGY INC (n/a) - 0.95% | OMNICOM GROUP INC (OMC) - 4.53% |
| #13 | BP PLC ADR (BP) - 0.92% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 4.45% |
| #14 | ZURICH INSURANCE GROUP AG (n/a) - 0.91% | ECHOSTAR CORP CLASS A (ECHO) - 2.35% |
| #15 | COMPAGNIE DE SAINT-GOBAIN SA (n/a) - 0.89% | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.34% |
| #16 | SWISS RE AG (n/a) - 0.88% | FOX CORP CLASS A (FOXA) - 2.34% |
| #17 | n/a (n/a) - 0.83% | TKO GROUP HOLDINGS INC (TKO) - 2.29% |
| #18 | ENI SPA (n/a) - 0.83% | NEWS CORP CLASS A (NWSA) - 1.95% |
| #19 | BNP PARIBAS ACT. CAT.A (n/a) - 0.82% | FOX CORP CLASS B (FOX) - 1.45% |
| #20 | ENGIE SA (n/a) - 0.82% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.32% |
| #21 | BARRICK MINING CORP (n/a) - 0.50% | THE TRADE DESK INC CLASS A (TTD) - 1.07% |
| #22 | WOODSIDE ENERGY GROUP LTD (n/a) - 0.47% | NEWS CORP CLASS B (NWS) - 0.73% |
| #23 | ENEOS HOLDINGS INC (n/a) - 0.47% | PARAMOUNT SKYDANCE CORP ORDINARY SHARES CLASS B (PSKY) - 0.56% |
| #24 | BPER BANCA SPA (n/a) - 0.46% | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.18% |
| #25 | TOURMALINE OIL CORP (n/a) - 0.45% | S&P EMINI COM SER SEP26 XCME 20260918 (n/a) - 0.17% |
| Total Holdings | 564 | 26 |
DFIV vs XLC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFIV
+4.20%
XLC
+1.25%
3M
Winner
DFIV
+6.05%
XLC
-3.79%
6M
Winner
DFIV
+6.30%
XLC
-4.07%
1Y
Winner
DFIV
+31.96%
XLC
+2.80%
5Y(CAGR)
Winner
DFIV
+16.24%
XLC
+7.22%
10Y(CAGR)
DFIV
N/A
XLC
+11.37%
Max(CAGR)
Winner
DFIV
+16.24%
XLC
+11.37%
DFIV vs XLC - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | DFIV | XLC |
|---|---|---|
| 2026 | +17.36% | -4.15% |
| 2025 | +45.83% | +22.47% |
| 2024 | +7.82% | +35.46% |
| 2023 | +16.94% | +50.86% |
| 2022 | -4.68% | -38.06% |
| 2021 | +0.06% | +17.71% |
| 2020 | N/A | +25.43% |
| 2019 | N/A | +29.33% |
| 2018 | N/A | -16.87% |
DFIV vs XLC Drawdown Comparison
The maximum drawdown for DFIV was -25.39%, occurring on Sep 27, 2022. Recovery took 355 trading sessions.
The maximum drawdown for XLC was -46.65%, occurring on Nov 3, 2022. Recovery took 692 trading sessions.
The current XLC drawdown is -6.69%.
| Rank | DFIV | XLC |
|---|---|---|
| #1 | -25.39% Feb 9, 2022 - Jul 12, 2023 | -46.65% Sep 1, 2021 - Jun 4, 2024 |
| #2 | -14.73% Mar 19, 2025 - May 9, 2025 | -30.15% Feb 19, 2020 - Jul 10, 2020 |
| #3 | -9.66% Feb 25, 2026 - Jul 6, 2026 | -24.32% Jul 25, 2018 - Jul 26, 2019 |
| #4 | -9.57% Jul 31, 2023 - Dec 14, 2023 | -17.97% Feb 14, 2025 - Jun 24, 2025 |
| #5 | -8.28% Sep 26, 2024 - Feb 11, 2025 | -11.73% Jan 30, 2026 - Jul 23, 2026 |
| #6 | -7.60% Oct 20, 2021 - Jan 4, 2022 | -11.32% Sep 2, 2020 - Nov 24, 2020 |
| #7 | -7.38% Jul 17, 2024 - Aug 21, 2024 | -7.58% Sep 19, 2025 - Jan 29, 2026 |
| #8 | -4.94% May 20, 2024 - Jul 12, 2024 | -7.39% Jul 26, 2019 - Nov 15, 2019 |
| #9 | -4.93% Jan 14, 2022 - Feb 9, 2022 | -6.41% Jul 10, 2024 - Sep 19, 2024 |
| #10 | -4.87% Nov 12, 2025 - Nov 28, 2025 | -6.25% Dec 12, 2024 - Jan 30, 2025 |
| #11 | -4.35% Apr 9, 2024 - May 9, 2024 | -5.14% Apr 29, 2021 - Jun 4, 2021 |
| #12 | -4.17% Sep 15, 2021 - Oct 14, 2021 | -4.89% Jan 17, 2020 - Feb 12, 2020 |
| #13 | -4.00% Jan 8, 2024 - Feb 22, 2024 | -4.77% Mar 22, 2021 - Apr 5, 2021 |
| #14 | -3.94% Jul 23, 2025 - Aug 12, 2025 | -4.70% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -3.42% Aug 27, 2024 - Sep 19, 2024 | -3.57% Jan 8, 2021 - Jan 20, 2021 |
Correlation
Correlation between DFIV and XLC is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2018 - 2026)
DFIV vs XLC dividend yield comparison.
| Year | DFIV | XLC |
|---|---|---|
| 2026 | 1.55% | 0.58% |
| 2025 | 2.92% | 1.13% |
| 2024 | 3.88% | 0.99% |
| 2023 | 3.93% | 0.82% |
| 2022 | 3.84% | 1.10% |
| 2021 | 2.30% | 0.74% |
| 2020 | 0.00% | 0.68% |
| 2019 | 0.00% | 0.82% |
| 2018 | 0.00% | 0.64% |
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