MUB vs DFSD

AMUB

BDFSD

Measures won1–4DFSD wins · of 6 · 5Y

$10,000 · 5Y$10,302MUB · BND $9,803

Lowest cost0.03%BND · $3 on $10k

Most income4.53%DFSD · $453 on $10k

Smallest drop−1.7%DFSD · worst fall in 1Y

Held in common[…]MUB and DFSD

iShares National Muni Bond ETF · $54.6BDimensional - Short Duration Fixed Income ETF · $7.4B

+3.4%3 years · per year$11,057 · $11,466+4.7%

+0.6%5 years · per year$10,302 · […][…]

0.05%Expense ratio$5 · $17 on $10k · lower wins0.17%

3.29%12-mo yield$329 · $453 on $10k

Cards for this view

MUB

iShares National Muni Bond

$10,302

DFSD

Dimensional - Short Duration Fixed Income

[…]

MeasureMUBDFSD

Fee0.05%0.17%

Cost on $10k a year$5$17

Yield3.29%4.53%

5 years, per year+0.6%[…]

3 years, per year+3.4%+4.7%

Worst drop · 1Y−6.3%−1.7%

Volatility · 1Y3.9%

#
1	AMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.29%	−0.8%	−0.3%	−0.2%	+3.4%	+0.6%	−6.3%	$54.6B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

#
1	AMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.29%	−0.8%	−0.3%	−0.2%	+3.4%	+0.6%	−6.3%	$54.6B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

Loading…