XAGG vs DFSI
Comparison between EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF) and DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF (DFSI, ETF).
XAGG vs DFSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XAGG
$1.10B
DFSI
$1.10B
Expense Ratio
XAGG
0.50%
Winner
DFSI
0.24%
Max Drawdown
Winner
XAGG
3.39%
DFSI
13.30%
Sharpe Ratio
XAGG
0.74
Winner
DFSI
0.97
5Y Beta
Winner
XAGG
0.17
DFSI
0.71
XAGG vs DFSI - Historical Returns
Returns include dividend reinvestment.
1M
XAGG
+0.29%
Winner
DFSI
+0.85%
3M
XAGG
+1.45%
Winner
DFSI
+5.87%
6M
XAGG
+2.55%
Winner
DFSI
+8.12%
1Y
XAGG
N/A
DFSI
+18.31%
Max(CAGR)
XAGG
+6.41%
Winner
DFSI
+20.70%
XAGG vs DFSI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | XAGG | DFSI |
|---|---|---|
| 2026 | +1.86% | +5.78% |
| 2025 | +1.61% | +33.93% |
| 2024 | N/A | +6.26% |
| 2023 | N/A | +17.21% |
| 2022 | N/A | +11.99% |
XAGG vs DFSI Drawdown Comparison
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for DFSI was -12.82%, occurring on Oct 27, 2023. Recovery took 104 trading sessions.
The current XAGG drawdown is -0.35%. The current DFSI drawdown is -2.25%.
| Rank | XAGG | DFSI |
|---|---|---|
| #1 | -2.88% Feb 27, 2026 - Mar 30, 2026 | -12.82% Jul 19, 2023 - Dec 14, 2023 |
| #2 | -0.71% Dec 4, 2025 - Dec 22, 2025 | -12.63% Mar 19, 2025 - Apr 25, 2025 |
| #3 | -0.36% Nov 13, 2025 - Nov 21, 2025 | -12.26% Feb 26, 2026 - Mar 27, 2026 |
| #4 | -0.31% Jan 14, 2026 - Jan 22, 2026 | -9.65% Sep 26, 2024 - Mar 5, 2025 |
| #5 | -0.22% Nov 28, 2025 - Dec 3, 2025 | -8.12% Feb 2, 2023 - Apr 13, 2023 |
| #6 | -0.22% Feb 10, 2026 - Feb 12, 2026 | -7.02% Jul 16, 2024 - Aug 19, 2024 |
| #7 | -0.19% Jan 30, 2026 - Feb 6, 2026 | -5.15% Mar 27, 2024 - May 14, 2024 |
| #8 | -0.16% Dec 24, 2025 - Jan 2, 2026 | -4.91% Nov 12, 2025 - Dec 4, 2025 |
| #9 | -0.13% Jan 6, 2026 - Jan 9, 2026 | -4.59% May 8, 2023 - Jun 15, 2023 |
| #10 | -0.08% Nov 10, 2025 - Nov 12, 2025 | -4.01% Jun 15, 2023 - Jul 12, 2023 |
| #11 | -0.06% Jan 9, 2026 - Jan 14, 2026 | -3.97% Jul 23, 2025 - Aug 13, 2025 |
| #12 | -0.04% Feb 17, 2026 - Feb 24, 2026 | -3.79% Dec 13, 2022 - Jan 6, 2023 |
| #13 | -0.02% Feb 24, 2026 - Feb 27, 2026 | -3.71% Dec 27, 2023 - Feb 16, 2024 |
| #14 | N/A | -3.45% Jun 6, 2024 - Jul 11, 2024 |
| #15 | N/A | -3.36% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between XAGG and DFSI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2022 - 2026)
XAGG vs DFSI dividend yield comparison.
| Year | XAGG | DFSI |
|---|---|---|
| 2026 | 2.83% | 0.22% |
| 2025 | 1.02% | 2.23% |
| 2024 | 0.00% | 2.39% |
| 2023 | 0.00% | 2.10% |
| 2022 | 0.00% | 0.18% |
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