DFIP vs MUB

ADFIP

BMUB

Measures won4–1DFIP wins · of 6 · 5Y

$10,000 · 5Y$16,678VTI · MUB $10,403

Lowest cost0.03%VTI · $3 on $10k

Most income5.36%DFIP · $536 on $10k

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

Held in common[…]DFIP and MUB

Dimensional - Inflation-Protected Securities ETF · $1.1BiShares National Muni Bond ETF · $54.9B

+4.0%3 years · per year$11,247 · $11,223+3.9%

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

0.11%Expense ratio$11 · $5 on $10k · lower wins0.05%

5.36%12-mo yield$536 · $327 on $10k

Cards for this view

DFIP

Dimensional - Inflation-Protected Securities

[…]

MUB

iShares National Muni Bond

$10,403

MeasureDFIPMUB

Fee0.11%0.05%

Cost on $10k a year$11$5

Yield5.36%3.27%

5 years, per year[…]+0.8%

3 years, per year+4.0%+3.9%

Worst drop · 1Y−4.3%−6.3%

Volatility · 1Y3.7%

#
1	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
2	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
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.36%	−0.1%	−1.0%	−1.3%	+4.0%	new	−4.3%	$1.1B

#
1	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
2	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
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.36%	−0.1%	−1.0%	−1.3%	+4.0%	new	−4.3%	$1.1B

Loading…