DFCA vs IUSB

ADFCA

BIUSB

Measures won1–4IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,102BNDX · IUSB $9,984

Lowest cost0.06%IUSB · $6 on $10k

Most income4.67%BNDX · $467 on $10k

Smallest drop−3.2%BNDX · worst fall in 1Y

Held in common[…]DFCA and IUSB

Dimensional - California Municipal Bond ETF · $558MiShares Core Universal USD Bond ETF · $50.0B

+2.8%3 years · per year$10,871 · $11,480+4.7%

[…]5 years · per year[…] · $9,984−0.0%

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

2.86%12-mo yield$286 · $439 on $10k

Cards for this view

DFCA

Dimensional - California Municipal Bond

[…]

IUSB

iShares Core Universal USD Bond

$9,984

MeasureDFCAIUSB

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield2.86%4.39%

5 years, per year[…]−0.0%

3 years, per year+2.8%+4.7%

Worst drop · 1Y−5.0%−4.3%

Volatility · 1Y2.6%

#
1	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.67%	−0.3%	+0.3%	−0.4%	+3.9%	+0.2%	−3.2%	$82.9B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.39%	−0.6%	−1.2%	−1.1%	+4.7%	0.0%	−4.3%	$50.0B
3	ADFCA	Dimensional - California Municipal Bond ETFRead Desk	0.19%	2.86%	−0.6%	+0.4%	+0.8%	+2.8%	new	−5.0%	$558M

#
1	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.67%	−0.3%	+0.3%	−0.4%	+3.9%	+0.2%	−3.2%	$82.9B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.39%	−0.6%	−1.2%	−1.1%	+4.7%	0.0%	−4.3%	$50.0B
3	ADFCA	Dimensional - California Municipal Bond ETFRead Desk	0.19%	2.86%	−0.6%	+0.4%	+0.8%	+2.8%	new	−5.0%	$558M

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