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DFCA vs CALI

Dimensional California Municipal Bond ETF vs iShares Short-Term California Muni Active ETF

DFCA

Dimensional California Municipal Bond ETF

Dimensional Fund Advisors

Annual cost

0.19%

Fund size

$678M

CALI

iShares Short-Term California Muni Active ETF

iShares

Annual cost

0.20%

Fund size

$295M

Side-by-side comparison

DFCACALI
Annual cost (TER)0.19%0.20%
Fund size (AUM)$678M$295M
Since20232023
Dividend yield2.75%2.55%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.1%+3.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.78%0.76%
Max drawdown-3.28%-0.78%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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