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TAXF vs DFCA

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

TAXF

American Century Diversified Municipal Bond ETF

American Century Investments

Annual cost

0.27%

Fund size

$627M

DFCA

Dimensional California Municipal Bond ETF

Dimensional Fund Advisors

Annual cost

0.19%

Fund size

$678M

Key differences

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

Side-by-side comparison

TAXFDFCA
Annual cost (TER)0.27%0.19%
Fund size (AUM)$627M$678M
Since20182023
Dividend yield3.82%2.75%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.0%+4.1%
CAGR 3Y+3.6%N/A
CAGR 5Y+0.9%N/A
Sharpe 3Y0.03N/A
Volatility 1Y3.09%1.78%
Max drawdown-13.94%-3.28%

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

Similar to TAXF and DFCA