FXB vs DTF
Comparison between Invesco CurrencyShares British Pound Sterling Trust (FXB, ETF) and DTF Tax-Free Income 2028 Term Fund Inc (DTF, ETF).
5-Year PerformanceFXB has outperformed DTF, delivering a return of +0.7% compared to -1.6%
FXB vs DTF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FXB vs DTF - Historical Returns
Returns include dividend reinvestment.
FXB vs DTF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FXB | DTF |
|---|---|---|
| 2026 | -0.03% | +1.70% |
| 2025 | +11.60% | +5.26% |
| 2024 | +2.33% | +7.67% |
| 2023 | +9.38% | +1.37% |
| 2022 | -10.15% | -21.00% |
| 2021 | -0.75% | +0.43% |
| 2020 | +3.70% | +2.72% |
| 2019 | +4.98% | +21.37% |
| 2018 | -6.43% | -7.50% |
| 2017 | +9.95% | +1.45% |
| 2016 | -16.53% | +1.26% |
| 2015 | -4.18% | +4.44% |
| 2014 | -5.54% | +15.52% |
| 2013 | +1.60% | -14.99% |
| 2012 | +3.52% | +9.74% |
| 2011 | +0.12% | +15.57% |
| 2010 | -2.99% | +7.00% |
| 2009 | +11.30% | +27.74% |
| 2008 | -23.57% | -11.40% |
| 2007 | +6.90% | -4.16% |
| 2006 | +9.67% | +9.24% |
| 2005 | N/A | -3.20% |
| 2004 | N/A | +4.10% |
| 2003 | N/A | +8.06% |
| 2002 | N/A | +15.28% |
| 2001 | N/A | +11.51% |
| 2000 | N/A | +6.24% |
| 1999 | N/A | -11.49% |
FXB vs DTF Drawdown Comparison
The maximum drawdown for FXB was -48.97%, occurring on Sep 26, 2022. This drawdown has not yet recovered.
The maximum drawdown for DTF was -37.46%, occurring on Oct 10, 2008. Recovery took 1015 trading sessions.
The current FXB drawdown is -29.95%. The current DTF drawdown is -9.61%.
| Rank | FXB | DTF |
|---|---|---|
| #1 | -48.97% Nov 8, 2007 - Sep 26, 2022 | -37.46% Jul 21, 2005 - Aug 3, 2009 |
| #2 | -3.54% Jul 24, 2007 - Sep 28, 2007 | -25.72% Aug 27, 2021 - Nov 8, 2022 |
| #3 | -2.49% Jan 23, 2007 - Mar 21, 2007 | -25.45% Nov 28, 2012 - Mar 31, 2016 |
| #4 | -2.37% Sep 21, 2006 - Oct 27, 2006 | -21.21% Mar 9, 2020 - Nov 30, 2020 |
| #5 | -2.10% Dec 1, 2006 - Jan 17, 2007 | -17.93% Jun 6, 2016 - Sep 26, 2019 |
| #6 | -2.06% Sep 1, 2006 - Sep 21, 2006 | -16.23% Mar 17, 2004 - Jan 4, 2005 |
| #7 | -1.68% Jul 7, 2006 - Jul 21, 2006 | -13.73% Sep 30, 2010 - Sep 13, 2011 |
| #8 | -1.44% Apr 17, 2007 - Jun 20, 2007 | -13.25% Nov 1, 1999 - Jan 16, 2001 |
| #9 | -1.29% Aug 4, 2006 - Aug 30, 2006 | -10.52% Jun 4, 2003 - Feb 11, 2004 |
| #10 | -1.08% Nov 10, 2006 - Nov 22, 2006 | -8.54% Sep 11, 2002 - Jan 30, 2003 |
| #11 | -1.01% Oct 19, 2007 - Oct 25, 2007 | -8.26% Feb 14, 2005 - Jun 30, 2005 |
| #12 | -0.94% Jul 21, 2006 - Jul 28, 2006 | -6.50% Nov 14, 2001 - Mar 5, 2002 |
| #13 | -0.77% Apr 2, 2007 - Apr 12, 2007 | -5.87% Mar 6, 2002 - May 1, 2002 |
| #14 | -0.65% Sep 28, 2007 - Oct 15, 2007 | -5.45% Mar 1, 2012 - Apr 26, 2012 |
| #15 | -0.62% Nov 1, 2006 - Nov 10, 2006 | -5.44% Nov 30, 2020 - May 7, 2021 |
Correlation
Correlation between FXB and DTF is -0.77 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
Dividend Comparison (2000 - 2026)
FXB vs DTF dividend yield comparison.
| Year | FXB | DTF |
|---|---|---|
| 2026 | 1.05% | 1.42% |
| 2025 | 2.44% | 3.42% |
| 2024 | 3.25% | 3.48% |
| 2023 | 2.59% | 3.63% |
| 2022 | 0.29% | 3.57% |
| 2021 | 0.00% | 4.35% |
| 2020 | 0.00% | 3.22% |
| 2019 | 0.00% | 2.98% |
| 2018 | 0.00% | 5.48% |
| 2017 | 0.00% | 4.95% |
| 2016 | 0.00% | 6.53% |
| 2015 | 0.00% | 5.81% |
| 2014 | 0.00% | 5.46% |
| 2013 | 0.00% | 6.06% |
| 2012 | 0.00% | 5.03% |
| 2011 | 0.00% | 5.34% |
| 2010 | 0.00% | 5.72% |
| 2009 | 0.12% | 4.76% |
| 2008 | 5.45% | 5.02% |
| 2007 | 4.81% | 4.49% |
| 2006 | 1.74% | 5.15% |
| 2005 | 0.00% | 6.19% |
| 2004 | 0.00% | 6.36% |
| 2003 | 0.00% | 6.03% |
| 2002 | 0.00% | 5.58% |
| 2001 | 0.00% | 5.30% |
| 2000 | 0.00% | 2.36% |
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