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ADFCA

BVOO

Measures won3–2DFCA wins · of 6 · 5Y

$10,000 · 5Y$17,269VOO · SPY $17,214

Lowest cost0.03%VOO · $3 on $10k

Most income2.87%DFCA · $287 on $10k

Smallest drop−5.0%DFCA · worst fall in 1Y

Held in common[…]DFCA and VOO

Dimensional - California Municipal Bond ETF · $556MVanguard S&P 500 ETF · $1.00T

+2.8%3 years · per year$10,855 · $17,932+21.5%

[…]5 years · per year[…] · $17,269+11.5%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

2.87%12-mo yield$287 · $107 on $10k

Cards for this view

DFCA

Dimensional - California Municipal Bond

[…]

VOO

Vanguard S&P 500

$17,269

MeasureDFCAVOO

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield2.87%1.07%

5 years, per year[…]+11.5%

3 years, per year+2.8%+21.5%

Worst drop · 1Y−5.0%−8.9%

Volatility · 1Y2.6%

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1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
3	ADFCA	Dimensional - California Municipal Bond ETFRead Desk	0.19%	2.87%	−0.1%	+0.2%	+0.7%	+2.8%	new	−5.0%	$556M