EFIV vs DGCB

Comparison between STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF (EFIV, ETF) and DIMENSIONAL GLOBAL CREDIT ETF (DGCB, ETF).

EFIV vs DGCB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFIV(ETF)	DGCB(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.10%	0.20%
Max Drawdown	25.38%	5.78%
Sharpe Ratio	1.60	-0.16
5Y Beta	0.96	0.09
P/E Ratio	26.06	N/A
Forward P/E	18.66	N/A
PEG Ratio	0.25	N/A
5Y Dividends CAGR	12.51%	N/A
5Y EPS CAGR	34.25%	N/A
Debt to Equity	74.82%	N/A
P/S Ratio	3.36	N/A
P/B Ratio	5.66	N/A

Net Assets

EFIV

$1.10B

DGCB

$1.10B

Expense Ratio

Winner

EFIV

0.10%

DGCB

0.20%

Max Drawdown

EFIV

25.38%

Winner

DGCB

5.78%

Sharpe Ratio

Winner

EFIV

1.60

DGCB

-0.16

5Y Beta

EFIV

0.96

Winner

DGCB

0.09

P/E Ratio

EFIV

26.06

DGCB

N/A

Forward P/E

EFIV

18.66

DGCB

N/A

PEG Ratio

EFIV

0.25

DGCB

N/A

5Y Dividends CAGR

EFIV

12.51%

DGCB

N/A

5Y EPS CAGR

EFIV

34.25%

DGCB

N/A

Debt to Equity

EFIV

74.82%

DGCB

N/A

P/S Ratio

EFIV

3.36

DGCB

N/A

P/B Ratio

EFIV

5.66

DGCB

N/A

EFIV vs DGCB - Historical Returns

Returns include dividend reinvestment.

Period	EFIV	DGCB
1 month	+4.39%	-0.18%
3 months	+6.76%	+0.47%
6 months	+12.07%	+0.23%
1 year	+26.80%	+3.21%
5 years(CAGR)	+14.22%	N/A
Max(CAGR)	+18.05%	+6.53%

Winner

EFIV

+4.39%

DGCB

-0.18%

Winner

EFIV

+6.76%

DGCB

+0.47%

Winner

EFIV

+12.07%

DGCB

+0.23%

Winner

EFIV

+26.80%

DGCB

+3.21%

5Y(CAGR)

EFIV

+14.22%

DGCB

N/A

Max(CAGR)

Winner

EFIV

+18.05%

DGCB

+6.53%

EFIV vs DGCB - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	EFIV	DGCB
2026	+14.18%	+1.30%
2025	+18.92%	+6.67%
2024	+24.68%	+4.23%
2023	+28.49%	+6.14%
2022	-18.34%	N/A
2021	+33.60%	N/A
2020	+16.69%	N/A

EFIV vs DGCB Drawdown Comparison

The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 trading sessions.

The maximum drawdown for DGCB was -3.50%, occurring on Jan 13, 2025. Recovery took 102 trading sessions.

The current DGCB drawdown is -1.00%.

Rank	EFIV	DGCB
#1	-24.53% Jan 3, 2022 - Jul 31, 2023	-3.50% Oct 1, 2024 - Feb 28, 2025
#2	-19.24% Dec 4, 2024 - Jun 30, 2025	-3.13% Mar 3, 2025 - Jun 4, 2025
#3	-10.16% Sep 2, 2020 - Nov 16, 2020	-3.08% Feb 27, 2026 - Jun 24, 2026
#4	-9.90% Jul 31, 2023 - Nov 30, 2023	-2.14% Feb 1, 2024 - May 15, 2024
#5	-9.44% Feb 9, 2026 - Apr 15, 2026	-1.91% Jun 29, 2026 - Jul 23, 2026
#6	-9.00% Jul 16, 2024 - Sep 24, 2024	-1.54% Dec 27, 2023 - Feb 1, 2024
#7	-5.50% Mar 27, 2024 - May 14, 2024	-1.21% May 15, 2024 - Jun 3, 2024
#8	-4.97% Sep 3, 2021 - Oct 19, 2021	-1.16% Oct 27, 2025 - Jan 14, 2026
#9	-4.48% Oct 29, 2025 - Dec 5, 2025	-1.15% Aug 2, 2024 - Aug 14, 2024
#10	-4.19% May 7, 2021 - Jun 10, 2021	-1.09% Jun 13, 2024 - Jul 5, 2024
#11	-4.08% Jun 15, 2026 - Aug 3, 2026	-0.85% Jun 5, 2024 - Jun 13, 2024
#12	-4.06% Feb 16, 2021 - Mar 11, 2021	-0.85% Jul 3, 2025 - Jul 29, 2025
#13	-3.74% Jun 4, 2026 - Jun 15, 2026	-0.72% Jul 17, 2024 - Jul 29, 2024
#14	-3.66% Nov 24, 2021 - Dec 8, 2021	-0.62% Sep 24, 2024 - Oct 1, 2024
#15	-3.45% Dec 10, 2021 - Dec 23, 2021	-0.58% Sep 11, 2025 - Oct 2, 2025