Skip to content
Beacon
Screener

DFCA vs TAXF

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

DFCA

Dimensional California Municipal Bond ETF

Dimensional Fund Advisors

Annual cost

0.19%

Fund size

$678M

TAXF

American Century Diversified Municipal Bond ETF

American Century Investments

Annual cost

0.27%

Fund size

$627M

Key differences

  • DFCA costs 0.08% less per year.
  • DFCA follows a index tracking strategy; TAXF uses active selection.
  • TAXF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFCATAXF
Annual cost (TER)0.19%0.27%
Fund size (AUM)$678M$627M
Since20232018
Dividend yield2.75%3.82%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.1%+7.0%
CAGR 3YN/A+3.6%
CAGR 5YN/A+0.9%
Sharpe 3YN/A0.03
Volatility 1Y1.78%3.09%
Max drawdown-3.28%-13.94%

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

Similar to DFCA and TAXF