XLG vs DFCF
Comparison between INVESCO S&P 500 TOP 50 ETF (XLG, ETF) and DIMENSIONAL CORE FIXED INCOME ETF (DFCF, ETF).
XLG vs DFCF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLG
$9.50B
Winner
DFCF
$9.70B
Expense Ratio
XLG
0.20%
Winner
DFCF
0.17%
Max Drawdown
XLG
53.81%
Winner
DFCF
21.67%
Sharpe Ratio
Winner
XLG
2.05
DFCF
0.58
5Y Beta
XLG
1.07
Winner
DFCF
0.06
P/E Ratio
XLG
29.77
DFCF
N/A
Forward P/E
XLG
25.01
DFCF
N/A
PEG Ratio
XLG
0.72
DFCF
N/A
5Y Dividends CAGR
XLG
1.27%
DFCF
N/A
5Y EPS CAGR
XLG
31.70%
DFCF
N/A
Debt to Equity
XLG
3.25%
DFCF
N/A
P/S Ratio
XLG
5.92
DFCF
N/A
P/B Ratio
XLG
7.33
DFCF
N/A
XLG vs DFCF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLG
+11.51%
DFCF
+0.16%
3M
Winner
XLG
+7.30%
DFCF
+0.08%
6M
Winner
XLG
+7.97%
DFCF
+1.24%
1Y
Winner
XLG
+35.86%
DFCF
+6.59%
5Y(CAGR)
Winner
XLG
+15.90%
DFCF
+0.32%
10Y(CAGR)
XLG
+17.40%
DFCF
N/A
Max(CAGR)
Winner
XLG
+11.65%
DFCF
+0.32%
XLG vs DFCF - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XLG | DFCF |
|---|---|---|
| 2026 | +6.67% | +0.72% |
| 2025 | +19.86% | +7.86% |
| 2024 | +34.63% | +1.97% |
| 2023 | +38.98% | +6.49% |
| 2022 | -25.22% | -13.97% |
| 2021 | +32.52% | +0.23% |
| 2020 | +22.59% | N/A |
| 2019 | +31.49% | N/A |
| 2018 | -4.27% | N/A |
| 2017 | +22.13% | N/A |
| 2016 | +13.05% | N/A |
| 2015 | +4.39% | N/A |
| 2014 | +12.19% | N/A |
| 2013 | +25.40% | N/A |
| 2012 | +13.33% | N/A |
| 2011 | +3.57% | N/A |
| 2010 | +7.41% | N/A |
| 2009 | +16.95% | N/A |
| 2008 | -32.91% | N/A |
| 2007 | +4.53% | N/A |
| 2006 | +15.92% | N/A |
| 2005 | +3.78% | N/A |
XLG vs DFCF Drawdown Comparison
The maximum drawdown for XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The maximum drawdown for DFCF was -19.56%, occurring on Oct 20, 2022. Recovery took 970 trading sessions.
The current DFCF drawdown is -1.14%.
| Rank | XLG | DFCF |
|---|---|---|
| #1 | -52.40% Oct 9, 2007 - Aug 16, 2012 | -19.56% Dec 3, 2021 - Oct 16, 2025 |
| #2 | -30.45% Feb 19, 2020 - Jul 8, 2020 | -2.79% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -28.03% Jan 3, 2022 - Nov 20, 2023 | -1.11% Oct 28, 2025 - Nov 26, 2025 |
| #4 | -20.71% Feb 19, 2025 - Jun 26, 2025 | -0.94% Nov 19, 2021 - Nov 30, 2021 |
| #5 | -19.78% Oct 3, 2018 - Apr 15, 2019 | -0.84% Nov 26, 2025 - Jan 14, 2026 |
| #6 | -13.40% Jul 20, 2015 - Nov 3, 2015 | -0.72% Jan 14, 2026 - Feb 5, 2026 |
| #7 | -12.42% Oct 29, 2025 - Apr 22, 2026 | -0.21% Oct 22, 2025 - Oct 27, 2025 |
| #8 | -11.32% Jul 10, 2024 - Oct 9, 2024 | -0.18% Oct 16, 2025 - Oct 20, 2025 |
| #9 | -11.15% Sep 2, 2020 - Dec 28, 2020 | -0.16% Feb 10, 2026 - Feb 12, 2026 |
| #10 | -10.81% Nov 3, 2015 - Apr 13, 2016 | -0.12% Nov 30, 2021 - Dec 3, 2021 |
| #11 | -10.62% Jan 26, 2018 - Jul 25, 2018 | -0.08% Feb 17, 2026 - Feb 23, 2026 |
| #12 | -8.87% Oct 4, 2012 - Feb 1, 2013 | -0.07% Feb 23, 2026 - Feb 26, 2026 |
| #13 | -8.26% Apr 29, 2019 - Jul 2, 2019 | N/A |
| #14 | -7.99% Jul 16, 2007 - Sep 19, 2007 | N/A |
| #15 | -7.30% Sep 19, 2014 - Oct 31, 2014 | N/A |
Correlation
Correlation between XLG and DFCF is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2005 - 2026)
XLG vs DFCF dividend yield comparison.
| Year | XLG | DFCF |
|---|---|---|
| 2026 | 0.15% | 1.00% |
| 2025 | 0.64% | 4.48% |
| 2024 | 0.72% | 4.61% |
| 2023 | 0.97% | 4.51% |
| 2022 | 1.34% | 3.27% |
| 2021 | 0.94% | 0.16% |
| 2020 | 1.25% | 0.00% |
| 2019 | 1.58% | 0.00% |
| 2018 | 2.00% | 0.00% |
| 2017 | 1.85% | 0.00% |
| 2016 | 2.00% | 0.00% |
| 2015 | 2.09% | 0.00% |
| 2014 | 1.97% | 0.00% |
| 2013 | 1.97% | 0.00% |
| 2012 | 2.21% | 0.00% |
| 2011 | 2.61% | 0.00% |
| 2010 | 1.93% | 0.00% |
| 2009 | 2.31% | 0.00% |
| 2008 | 3.10% | 0.00% |
| 2007 | 1.98% | 0.00% |
| 2006 | 1.72% | 0.00% |
| 2005 | 1.00% | 0.00% |
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