Screener
OWNS vs DFNM
Impact Shares Affordable Housing MBS ETF vs Dimensional National Municipal Bond ETF
Key differences
- DFNM costs 0.13% less per year.
- DFNM is significantly larger than OWNS — larger funds tend to be more liquid and less likely to close.
- OWNS follows a index tracking strategy; DFNM uses active selection.
Side-by-side comparison
| OWNS | DFNM | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.17% |
| Fund size (AUM) | $102M | $2.1B |
| Since | 2021 | 2021 |
| Dividend yield | 4.31% | 2.92% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +7.0% | +4.9% |
| CAGR 3Y | +3.7% | +3.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.05 | -0.16 |
| Volatility 1Y | 4.57% | 1.77% |
| Max drawdown | -17.05% | -6.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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