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DFCA vs KORP

Dimensional California Municipal Bond ETF vs American Century Diversified Corporate Bond ETF

DFCA

Dimensional California Municipal Bond ETF

Dimensional Fund Advisors

Annual cost

0.19%

Fund size

$678M

KORP

American Century Diversified Corporate Bond ETF

American Century Investments

Annual cost

0.29%

Fund size

$799M

Key differences

  • DFCA costs 0.10% less per year.
  • DFCA covers north america markets; KORP covers global.
  • DFCA follows a index tracking strategy; KORP uses active selection.
  • KORP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFCAKORP
Annual cost (TER)0.19%0.29%
Fund size (AUM)$678M$799M
Since20232018
Dividend yield2.75%5.13%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+4.1%+7.2%
CAGR 3YN/A+5.5%
CAGR 5YN/A+1.7%
Sharpe 3YN/A0.37
Volatility 1Y1.78%4.47%
Max drawdown-3.28%-14.90%

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

Similar to DFCA and KORP