DFSB vs XCHG
Comparison between DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF (DFSB, ETF) and AB US EQUITY ETF (XCHG, ETF).
DFSB vs XCHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFSB
$702M
Winner
XCHG
$702M
Expense Ratio
Winner
DFSB
0.24%
XCHG
0.50%
Max Drawdown
Winner
DFSB
7.77%
XCHG
9.84%
Sharpe Ratio
DFSB
0.22
Winner
XCHG
0.77
5Y Beta
Winner
DFSB
0.06
XCHG
0.95
P/E Ratio
DFSB
N/A
XCHG
26.39
Forward P/E
DFSB
N/A
XCHG
21.84
PEG Ratio
DFSB
N/A
XCHG
0.43
5Y EPS CAGR
DFSB
N/A
XCHG
31.41%
DFSB vs XCHG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFSB
+1.71%
XCHG
+0.12%
3M
DFSB
+1.58%
Winner
XCHG
+10.96%
6M
DFSB
+1.40%
Winner
XCHG
+7.64%
1Y
DFSB
+4.42%
XCHG
N/A
Max(CAGR)
DFSB
+4.89%
Winner
XCHG
+14.01%
DFSB vs XCHG - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | DFSB | XCHG |
|---|---|---|
| 2026 | +1.60% | +6.46% |
| 2025 | +5.19% | +0.30% |
| 2024 | +2.90% | N/A |
| 2023 | +8.70% | N/A |
| 2022 | -0.77% | N/A |
DFSB vs XCHG Drawdown Comparison
The maximum drawdown for DFSB was -5.15%, occurring on Oct 19, 2023. Recovery took 207 trading sessions.
The maximum drawdown for XCHG was -9.66%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The current DFSB drawdown is -0.51%. The current XCHG drawdown is -1.16%.
| Rank | DFSB | XCHG |
|---|---|---|
| #1 | -5.15% Feb 2, 2023 - Nov 29, 2023 | -9.66% Jan 12, 2026 - Apr 15, 2026 |
| #2 | -3.65% Sep 16, 2024 - Jun 12, 2025 | -3.69% Jun 4, 2026 - Jun 10, 2026 |
| #3 | -3.29% Dec 7, 2022 - Jan 12, 2023 | -1.75% May 14, 2026 - May 28, 2026 |
| #4 | -3.04% Feb 27, 2026 - Mar 27, 2026 | -1.30% Dec 15, 2025 - Dec 22, 2025 |
| #5 | -2.94% Dec 27, 2023 - Jun 14, 2024 | -1.14% Dec 24, 2025 - Jan 6, 2026 |
| #6 | -1.67% Jun 18, 2024 - Jul 16, 2024 | -0.77% Apr 17, 2026 - Apr 22, 2026 |
| #7 | -1.22% Jul 1, 2025 - Aug 1, 2025 | -0.73% Jun 1, 2026 - Jun 4, 2026 |
| #8 | -1.15% Oct 27, 2025 - Feb 10, 2026 | -0.65% May 6, 2026 - May 14, 2026 |
| #9 | -1.14% Jan 18, 2023 - Feb 2, 2023 | -0.51% Apr 27, 2026 - Apr 30, 2026 |
| #10 | -0.99% Aug 2, 2024 - Aug 14, 2024 | -0.48% May 1, 2026 - May 5, 2026 |
| #11 | -0.80% Jul 17, 2024 - Jul 30, 2024 | -0.44% Jan 6, 2026 - Jan 9, 2026 |
| #12 | -0.61% Dec 2, 2022 - Dec 7, 2022 | -0.40% Apr 22, 2026 - Apr 24, 2026 |
| #13 | -0.60% Aug 13, 2025 - Sep 4, 2025 | -0.07% Apr 15, 2026 - Apr 17, 2026 |
| #14 | -0.55% Aug 23, 2024 - Sep 4, 2024 | N/A |
| #15 | -0.54% Sep 11, 2025 - Oct 13, 2025 | N/A |
Correlation
Correlation between DFSB and XCHG is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.44
-101
Dividend Comparison (2022 - 2026)
DFSB vs XCHG dividend yield comparison.
| Year | DFSB | XCHG |
|---|---|---|
| 2026 | 0.33% | 0.17% |
| 2025 | 3.46% | 0.05% |
| 2024 | 4.35% | 0.00% |
| 2023 | 5.27% | 0.00% |
| 2022 | 0.41% | 0.00% |
Select Stocks to Compare
Popular: DFSB vs SPYXCHG vs SPY
More Comparisons
Compare with similar stocks