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DIAL vs XSVN

Comparison between COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF (DIAL, ETF) and BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF (XSVN, ETF).

DIAL vs XSVN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DIAL
$386M
Winner
XSVN
$389M
Expense Ratio
DIAL
0.29%
Winner
XSVN
0.05%
Max Drawdown
DIAL
25.94%
Winner
XSVN
10.98%
Sharpe Ratio
Winner
DIAL
-0.04
XSVN
-0.57
5Y Beta
DIAL
0.13
Winner
XSVN
0.00
5Y Dividends CAGR
DIAL
9.40%
XSVN
N/A

DIAL vs XSVN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DIAL
+0.15%
XSVN
-0.12%
3M
Winner
DIAL
+0.55%
XSVN
+0.07%
6M
Winner
DIAL
-0.92%
XSVN
-2.36%
1Y
Winner
DIAL
+3.91%
XSVN
+1.45%
5Y(CAGR)
DIAL
+0.43%
XSVN
N/A
10Y(CAGR)
DIAL
+2.41%
XSVN
N/A
Max(CAGR)
Winner
DIAL
+2.41%
XSVN
+2.19%

DIAL vs XSVN - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearDIALXSVN
2026+0.73%-1.05%
2025+9.81%+8.08%
2024+2.47%-0.07%
2023+7.97%+3.17%
2022-15.42%-1.72%
2021-0.92%N/A
2020+8.81%N/A
2019+14.17%N/A
2018-2.03%N/A
2017+0.00%N/A

DIAL vs XSVN Drawdown Comparison

The maximum drawdown for DIAL was -22.20%, occurring on Oct 20, 2022. Recovery took 1204 trading sessions.

The maximum drawdown for XSVN was -9.44%, occurring on Oct 19, 2023. Recovery took 311 trading sessions.

The current DIAL drawdown is -1.08%. The current XSVN drawdown is -3.28%.

RankDIALXSVN
#1-22.20%
Dec 31, 2020 - Oct 17, 2025
-9.44%
May 4, 2023 - Jul 31, 2024
#2-19.11%
Mar 6, 2020 - Jun 10, 2020
-6.61%
Sep 16, 2024 - Aug 1, 2025
#3-3.82%
Jan 4, 2018 - Jan 30, 2019
-5.14%
Sep 16, 2022 - Dec 1, 2022
#4-3.34%
Feb 27, 2026 - Mar 27, 2026
-4.98%
Jan 18, 2023 - Mar 23, 2023
#5-1.76%
Aug 10, 2020 - Nov 5, 2020
-4.00%
Feb 27, 2026 - May 19, 2026
#6-1.29%
Oct 13, 2017 - Dec 6, 2017
-2.89%
Dec 7, 2022 - Jan 12, 2023
#7-1.20%
Sep 6, 2019 - Nov 26, 2019
-2.08%
Apr 6, 2023 - May 3, 2023
#8-0.94%
Oct 27, 2025 - Dec 3, 2025
-1.53%
Aug 5, 2024 - Sep 4, 2024
#9-0.92%
Jun 10, 2020 - Jul 7, 2020
-1.49%
Nov 26, 2025 - Feb 12, 2026
#10-0.71%
Feb 12, 2019 - Feb 22, 2019
-1.40%
Mar 24, 2023 - Apr 4, 2023
#11-0.70%
Dec 15, 2017 - Jan 4, 2018
-1.32%
Oct 22, 2025 - Nov 25, 2025
#12-0.65%
May 1, 2019 - May 23, 2019
-1.01%
Sep 11, 2025 - Oct 13, 2025
#13-0.60%
Jul 3, 2019 - Jul 30, 2019
-0.87%
Dec 2, 2022 - Dec 7, 2022
#14-0.59%
Feb 28, 2020 - Mar 4, 2020
-0.72%
Jan 12, 2023 - Jan 18, 2023
#15-0.57%
Jul 14, 2020 - Jul 16, 2020
-0.69%
Aug 4, 2025 - Aug 26, 2025

Correlation

Correlation between DIAL and XSVN is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2017 - 2026)

DIAL vs XSVN dividend yield comparison.

YearDIALXSVN
20263.07%2.39%
20254.81%4.06%
20244.67%4.17%
20233.77%3.49%
20223.47%1.04%
20212.46%0.00%
20202.61%0.00%
20193.27%0.00%
20183.56%0.00%
20170.65%0.00%

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