DFCA vs SGOV

ADFCA

BSGOV

Measures won0–5SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,095SGOV · MUB $10,302

Lowest cost0.05%MUB · $5 on $10k

Most income3.63%SGOV · $363 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]DFCA and SGOV

Dimensional - California Municipal Bond ETF · $555MiShares 0-3 Month Treasury Bond ETF · $117B

+2.8%3 years · per year$10,871 · $11,416+4.5%

[…]5 years · per year[…] · $12,095+3.9%

0.19%Expense ratio$19 · $9 on $10k · lower wins0.09%

2.86%12-mo yield$286 · $363 on $10k

Cards for this view

DFCA

Dimensional - California Municipal Bond

[…]

SGOV

iShares 0-3 Month Treasury Bond

$12,095

MeasureDFCASGOV

Fee0.19%0.09%

Cost on $10k a year$19$9

Yield2.86%3.63%

5 years, per year[…]+3.9%

3 years, per year+2.8%+4.5%

Worst drop · 1Y−5.0%−0.0%

Volatility · 1Y2.6%

#
1	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.29%	−0.8%	−0.3%	−0.2%	+3.4%	+0.6%	−6.3%	$54.9B
3	ADFCA	Dimensional - California Municipal Bond ETFRead Desk	0.19%	2.86%	−0.6%	+0.4%	+0.8%	+2.8%	new	−5.0%	$555M

#
1	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.29%	−0.8%	−0.3%	−0.2%	+3.4%	+0.6%	−6.3%	$54.9B
3	ADFCA	Dimensional - California Municipal Bond ETFRead Desk	0.19%	2.86%	−0.6%	+0.4%	+0.8%	+2.8%	new	−5.0%	$555M

Loading…