USDX vs ISVL
Comparison between SGI ENHANCED CORE ETF (USDX, ETF) and ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETF (ISVL, ETF).
USDX vs ISVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
USDX
$319M
ISVL
$319M
Expense Ratio
USDX
1.08%
Winner
ISVL
0.31%
Max Drawdown
Winner
USDX
3.80%
ISVL
33.15%
Sharpe Ratio
USDX
1.36
Winner
ISVL
1.47
5Y Beta
Winner
USDX
0.00
ISVL
0.69
USDX vs ISVL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USDX
+0.44%
ISVL
+0.36%
3M
USDX
+1.72%
Winner
ISVL
+2.97%
6M
USDX
+2.72%
Winner
ISVL
+11.53%
1Y
USDX
+6.55%
Winner
ISVL
+26.86%
5Y(CAGR)
USDX
N/A
ISVL
+9.98%
Max(CAGR)
USDX
+6.84%
Winner
ISVL
+11.53%
USDX vs ISVL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | USDX | ISVL |
|---|---|---|
| 2026 | +2.31% | +7.45% |
| 2025 | +6.20% | +42.77% |
| 2024 | +6.87% | +6.43% |
| 2023 | N/A | +17.25% |
| 2022 | N/A | -14.03% |
| 2021 | N/A | +7.71% |
USDX vs ISVL Drawdown Comparison
The maximum drawdown for USDX was -0.94%, occurring on Jan 27, 2026. Recovery took 22 trading sessions.
The maximum drawdown for ISVL was -30.43%, occurring on Sep 27, 2022. Recovery took 629 trading sessions.
The current USDX drawdown is -0.14%. The current ISVL drawdown is -2.64%.
| Rank | USDX | ISVL |
|---|---|---|
| #1 | -0.94% Jan 21, 2026 - Feb 23, 2026 | -30.43% Sep 3, 2021 - Mar 7, 2024 |
| #2 | -0.74% Apr 7, 2025 - May 16, 2025 | -12.50% Mar 19, 2025 - Apr 24, 2025 |
| #3 | -0.64% May 29, 2026 - Jun 4, 2026 | -12.48% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -0.35% May 7, 2026 - May 14, 2026 | -10.05% Sep 26, 2024 - Mar 7, 2025 |
| #5 | -0.31% Apr 30, 2026 - May 7, 2026 | -7.50% Jul 31, 2024 - Aug 21, 2024 |
| #6 | -0.29% May 21, 2026 - May 29, 2026 | -6.14% Jun 4, 2021 - Sep 2, 2021 |
| #7 | -0.26% May 14, 2026 - May 20, 2026 | -5.40% Oct 27, 2025 - Nov 28, 2025 |
| #8 | -0.24% Jul 1, 2024 - Jul 3, 2024 | -4.38% Apr 8, 2024 - May 9, 2024 |
| #9 | -0.23% Oct 25, 2024 - Nov 4, 2024 | -4.07% Aug 23, 2024 - Sep 19, 2024 |
| #10 | -0.23% Dec 23, 2024 - Jan 2, 2025 | -3.76% Jun 3, 2024 - Jul 12, 2024 |
| #11 | -0.21% Jan 15, 2026 - Jan 21, 2026 | -3.56% Jul 23, 2025 - Aug 8, 2025 |
| #12 | -0.21% Nov 11, 2024 - Nov 14, 2024 | -2.86% May 7, 2021 - May 24, 2021 |
| #13 | -0.21% Dec 16, 2024 - Dec 23, 2024 | -2.80% Jul 16, 2024 - Jul 31, 2024 |
| #14 | -0.19% Jul 10, 2025 - Jul 21, 2025 | -2.54% Oct 6, 2025 - Oct 23, 2025 |
| #15 | -0.19% Mar 26, 2026 - Mar 30, 2026 | -2.28% Mar 7, 2025 - Mar 14, 2025 |
Correlation
Correlation between USDX and ISVL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2021 - 2026)
USDX vs ISVL dividend yield comparison.
| Year | USDX | ISVL |
|---|---|---|
| 2026 | 1.67% | 0.00% |
| 2025 | 5.88% | 2.69% |
| 2024 | 4.60% | 3.92% |
| 2023 | 0.00% | 3.82% |
| 2022 | 0.00% | 3.37% |
| 2021 | 0.00% | 2.82% |
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