IVAL vs XTN
Comparison between ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF) and STATE STREET(R) SPDR(R) S&P(R) TRANSPORTATION ETF (XTN, ETF).
5-Year PerformanceIVAL has outperformed XTN, delivering a return of +7.9% compared to +5.6%
IVAL vs XTN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVAL vs XTN - Historical Returns
Returns include dividend reinvestment.
IVAL vs XTN - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | IVAL | XTN |
|---|---|---|
| 2026 | +10.18% | +21.11% |
| 2025 | +34.83% | +6.76% |
| 2024 | -0.14% | +6.52% |
| 2023 | +21.45% | +25.83% |
| 2022 | -10.65% | -28.41% |
| 2021 | -0.49% | +37.15% |
| 2020 | -5.86% | +10.94% |
| 2019 | +21.63% | +20.84% |
| 2018 | -23.13% | -18.49% |
| 2017 | +30.02% | +21.32% |
| 2016 | +10.36% | +29.68% |
| 2015 | -3.15% | -19.87% |
| 2014 | +0.36% | +34.94% |
| 2013 | N/A | +48.05% |
| 2012 | N/A | +18.35% |
| 2011 | N/A | -12.07% |
IVAL vs XTN Drawdown Comparison
The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.
The maximum drawdown for XTN was -43.76%, occurring on Mar 20, 2020. Recovery took 551 trading sessions.
The current IVAL drawdown is -4.84%. The current XTN drawdown is -4.73%.
| Rank | IVAL | XTN |
|---|---|---|
| #1 | -46.04% Jan 24, 2018 - Mar 19, 2025 | -43.76% Sep 10, 2018 - Nov 16, 2020 |
| #2 | -25.82% May 18, 2015 - Feb 21, 2017 | -35.05% Nov 8, 2021 - Jan 6, 2026 |
| #3 | -13.12% Mar 19, 2025 - Apr 28, 2025 | -33.49% May 10, 2011 - Jan 2, 2013 |
| #4 | -11.24% Feb 27, 2026 - Mar 20, 2026 | -32.28% Mar 20, 2015 - Dec 6, 2016 |
| #5 | -5.22% Oct 27, 2025 - Dec 4, 2025 | -17.28% Feb 6, 2026 - Apr 14, 2026 |
| #6 | -4.62% Dec 26, 2014 - Feb 3, 2015 | -15.96% Apr 21, 2026 - May 4, 2026 |
| #7 | -4.58% Nov 8, 2017 - Dec 21, 2017 | -14.00% Sep 18, 2014 - Oct 28, 2014 |
| #8 | -4.28% Jul 23, 2025 - Aug 8, 2025 | -13.87% Jun 1, 2021 - Nov 1, 2021 |
| #9 | -4.27% Sep 16, 2025 - Oct 27, 2025 | -11.57% Jan 23, 2018 - Sep 10, 2018 |
| #10 | -3.35% Mar 23, 2015 - Apr 15, 2015 | -10.95% Dec 8, 2016 - Jul 12, 2017 |
| #11 | -3.09% Feb 20, 2015 - Mar 23, 2015 | -8.06% Jan 22, 2014 - Mar 6, 2014 |
| #12 | -2.64% Jun 2, 2017 - Jul 12, 2017 | -7.82% Dec 30, 2014 - Feb 24, 2015 |
| #13 | -2.64% Jul 2, 2025 - Jul 23, 2025 | -7.55% Jan 20, 2021 - Feb 8, 2021 |
| #14 | -2.62% Aug 1, 2017 - Aug 25, 2017 | -7.25% May 17, 2013 - Jul 11, 2013 |
| #15 | -2.49% Jun 2, 2025 - Jun 27, 2025 | -6.91% Aug 1, 2013 - Sep 18, 2013 |
Correlation
Correlation between IVAL and XTN is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2011 - 2026)
IVAL vs XTN dividend yield comparison.
| Year | IVAL | XTN |
|---|---|---|
| 2026 | 0.41% | 0.18% |
| 2025 | 2.75% | 0.78% |
| 2024 | 3.60% | 0.93% |
| 2023 | 5.15% | 0.73% |
| 2022 | 8.00% | 1.04% |
| 2021 | 3.95% | 1.02% |
| 2020 | 2.07% | 0.75% |
| 2019 | 2.51% | 1.17% |
| 2018 | 2.93% | 0.98% |
| 2017 | 1.73% | 0.63% |
| 2016 | 2.02% | 0.66% |
| 2015 | 1.86% | 1.03% |
| 2014 | 0.20% | 0.39% |
| 2013 | 0.00% | 0.42% |
| 2012 | 0.00% | 0.83% |
| 2011 | 0.00% | 0.51% |
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