DFCA vs IUSB

ADFCA

BIUSB

Measures won1–4IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,077IUSB · BND $9,911

Lowest cost0.03%BND · $3 on $10k

Most income4.36%IUSB · $436 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]DFCA and IUSB

Dimensional - California Municipal Bond ETF · $555MiShares Core Universal USD Bond ETF · $50.3B

+3.2%3 years · per year$10,989 · $11,609+5.1%

[…]5 years · per year[…] · $10,077+0.2%

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

2.85%12-mo yield$285 · $436 on $10k

Cards for this view

DFCA

Dimensional - California Municipal Bond

[…]

IUSB

iShares Core Universal USD Bond

$10,077

MeasureDFCAIUSB

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield2.85%4.36%

5 years, per year[…]+0.2%

3 years, per year+3.2%+5.1%

Worst drop · 1Y−5.0%−4.3%

Volatility · 1Y2.5%

#
1	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.36%	0.0%	−0.6%	−0.2%	+5.1%	+0.2%	−4.3%	$50.3B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.7%	−0.2%	−4.5%	$161.4B
3	ADFCA	Dimensional - California Municipal Bond ETFRead Desk	0.19%	2.85%	+0.1%	+1.0%	+1.4%	+3.2%	new	−5.0%	$555M

#
1	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.36%	0.0%	−0.6%	−0.2%	+5.1%	+0.2%	−4.3%	$50.3B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.7%	−0.2%	−4.5%	$161.4B
3	ADFCA	Dimensional - California Municipal Bond ETFRead Desk	0.19%	2.85%	+0.1%	+1.0%	+1.4%	+3.2%	new	−5.0%	$555M

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