DFNM vs. AVGE

In the year-to-date period, DFNM achieves a -0.24% return, which is significantly lower than AVGE's 2.25% return.

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DFNM has a 0.17% expense ratio, which is lower than AVGE's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Dimensional National Municipal Bond ETF (DFNM) and Avantis All Equity Markets ETF (AVGE). 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 DFNM Sharpe Ratio is 0.59, which is higher than the AVGE Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of DFNM and AVGE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFNM's dividend yield for the trailing twelve months is around 2.90%, more than AVGE's 1.88% yield.

The maximum DFNM drawdown since its inception was -6.98%, smaller than the maximum AVGE drawdown of -17.13%. Use the drawdown chart below to compare losses from any high point for DFNM and AVGE. For additional features, visit the drawdowns tool.

The current volatility for Dimensional National Municipal Bond ETF (DFNM) is 0.85%, while Avantis All Equity Markets ETF (AVGE) has a volatility of 4.18%. This indicates that DFNM experiences smaller price fluctuations and is considered to be less risky than AVGE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.