Compare · 2 funds side by side · dividends reinvested

DFGV and MUB

DFGVDimensional×MUBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,432MUB · best of the two

02 / 03

DFGV and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B1.0

DFA Intermediate Government Fixed Income PortfolioBonds & Cash · Treasuries0.14%0.00%[…][…][…][…][…][…]$6.1B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFGV 1990 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

DFA Intermediate Government Fixed Income Portfolio · $6.1B[…]

DFGV

MUB

iShares National Muni Bond ETF · $55.1B$10,432

$10,000 five years ago, dividends reinvested

DFGVMeasureMUB

[…]Year to dateJan 1 → Nov 9+0.7%

[…]1 yearTotal return+1.1%

[…]3 years · per year$10,000 became […] · $11,293+4.1%

[…]5 years · per year$10,000 became […] · $10,432+0.8%

0.14%Expense ratio$14 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $326 a year on $10k3.26%

[…]Worst dropSmaller is better−6.3%

[…]VolatilityLower is calmer3.7%

DFGVMUB Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2MUB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFGV vs MUB: Top 5 Holdings

Today

DFGV

[…]in top 5

MUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DFGV vs MUB Returns, Every Period

DimensionalDFGV

[…]

past year

MUBiShares

+1.1%

past year

Returns […]

DFGVMUBFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFGV vs MUB

YTD

DimensionalDFGV

[…]

MUBiShares

+0.7%

[…]Year to date+0.7%

[…]Worst drop · 1Y−6.3%

[…]Volatility · 1Y3.7%

0.0%Yield3.3%

$6.1BAssets$55.1B

1–0MUB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFGV, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

DFGV0.14%$14

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFGV, MUB

3.26%highest, MUB

FundTrailing yieldYield$10k

MUB3.26%$326

DFGV0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$321most kept, MUB

MUB$326 − $5 = $321

DFGV$0 − $14 = −$14

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFGV, MUB

Today

[…]holdings […]

DFGVMUB

DFGV—[…]

MUB[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.1%MUB, at 3.7% volatility

MUBWorst drop−6.3%3.7% vol

DFGVWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026