DFNM vs VIG

ADFNM

BVIG

Measures won3–2DFNM wins · of 6 · 5Y

$10,000 · 5Y$16,653VIG · SGOV $12,092

Lowest cost0.04%VIG · $4 on $10k

Most income3.63%SGOV · $363 on $10k

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

Held in common[…]DFNM and VIG

Dimensional - National Municipal Bond ETF · $2.3BVanguard Dividend Appreciation ETF · $109B

+3.6%3 years · per year$11,108 · $16,811+18.9%

[…]5 years · per year[…] · $16,653+10.7%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

3.00%12-mo yield$300 · $145 on $10k

Cards for this view

DFNM

Dimensional - National Municipal Bond

[…]

VIG

Vanguard Dividend Appreciation

$16,653

MeasureDFNMVIG

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield3.00%1.45%

5 years, per year[…]+10.7%

3 years, per year+3.6%+18.9%

Worst drop · 1Y−4.6%−7.9%

Volatility · 1Y2.4%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	SGOV	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
3	ADFNM	Dimensional - National Municipal Bond ETFRead Desk	0.18%	3.00%	+0.1%	+1.1%	+1.6%	+3.6%	new	−4.6%	$2.3B

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	SGOV	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
3	ADFNM	Dimensional - National Municipal Bond ETFRead Desk	0.18%	3.00%	+0.1%	+1.1%	+1.6%	+3.6%	new	−4.6%	$2.3B

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