DFCA vs MUB

ADFCA

BMUB

Measures won2–3MUB wins · of 6 · 5Y

$10,000 · 5Y$10,403MUB · IUSB $10,077

Lowest cost0.05%MUB · $5 on $10k

Most income4.36%IUSB · $436 on $10k

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

Held in common[…]DFCA and MUB

Dimensional - California Municipal Bond ETF · $555MiShares National Muni Bond ETF · $54.9B

+3.2%3 years · per year$10,989 · $11,223+3.9%

[…]5 years · per year[…] · $10,403+0.8%

0.19%Expense ratio$19 · $5 on $10k · lower wins0.05%

2.85%12-mo yield$285 · $327 on $10k

Cards for this view

DFCA

Dimensional - California Municipal Bond

[…]

MUB

iShares National Muni Bond

$10,403

MeasureDFCAMUB

Fee0.19%0.05%

Cost on $10k a year$19$5

Yield2.85%3.27%

5 years, per year[…]+0.8%

3 years, per year+3.2%+3.9%

Worst drop · 1Y−5.0%−6.3%

Volatility · 1Y2.5%

#
1	BMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.3%	+0.5%	+0.9%	+3.9%	+0.8%	−6.3%	$54.9B
2	IUSB	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
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	BMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.3%	+0.5%	+0.9%	+3.9%	+0.8%	−6.3%	$54.9B
2	IUSB	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
3	ADFCA	Dimensional - California Municipal Bond ETFRead Desk	0.19%	2.85%	+0.1%	+1.0%	+1.4%	+3.2%	new	−5.0%	$555M

Loading…