DFIC vs. BNY

In the year-to-date period, DFIC achieves a 16.54% return, which is significantly higher than BNY's -3.27% return.

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This table presents a comparison of risk-adjusted performance metrics for DFA Dimensional International Core Equity 2 ETF (DFIC) and BlackRock New York Municipal Income Trust (BNY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current DFIC Sharpe Ratio is 0.79, which is higher than the BNY Sharpe Ratio of -0.61. The chart below compares the historical Sharpe Ratios of DFIC and BNY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFIC's dividend yield for the trailing twelve months is around 2.63%, less than BNY's 6.04% yield.

The maximum DFIC drawdown since its inception was -24.40%, smaller than the maximum BNY drawdown of -49.55%. Use the drawdown chart below to compare losses from any high point for DFIC and BNY. For additional features, visit the drawdowns tool.

DFA Dimensional International Core Equity 2 ETF (DFIC) and BlackRock New York Municipal Income Trust (BNY) have volatilities of 2.73% and 2.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.