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RMOP vs DFNM

Rockefeller Opportunistic Municipal Bond ETF vs Dimensional National Municipal Bond ETF

RMOP

Rockefeller Opportunistic Municipal Bond ETF

Rockefeller Global Investment Management

Annual cost

0.80%

Fund size

$349M

DFNM

Dimensional National Municipal Bond ETF

Dimensional Fund Advisors

Annual cost

0.17%

Fund size

$2.1B

Key differences

  • DFNM costs 0.63% less per year.
  • DFNM is significantly larger than RMOP — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

RMOPDFNM
Annual cost (TER)0.80%0.17%
Fund size (AUM)$349M$2.1B
Since20242021
Dividend yield5.27%2.92%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+8.3%+4.9%
CAGR 3YN/A+3.2%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.16
Volatility 1Y3.82%1.77%
Max drawdown-6.68%-6.99%

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

Similar to RMOP and DFNM