DTF vs. ESLT
DTF (DTF Tax-Free Income 2028 Term Fund Inc.) and ESLT (Elbit Systems Ltd.) are both stocks. DTF operates in Asset Management (Financial Services), while ESLT operates in Aerospace & Defense (Industrials). Over the past 10 years, DTF returned 0.26%/yr vs 24.76%/yr for ESLT. Their 0.04 correlation means their historical movements had little consistent relationship.
Performance
DTF vs. ESLT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DTF achieves a 2.00% return, which is significantly lower than ESLT's 40.31% return. Over the past 10 years, DTF has underperformed ESLT with an annualized return of 0.26%, while ESLT has yielded a comparatively higher 24.76% annualized return.
DTF
- 1D
- -0.26%
- 1M
- -0.76%
- 6M
- 1.29%
- YTD
- 2.00%
- 1Y
- 4.57%
- 3Y*
- 4.85%
- 5Y*
- -1.63%
- 10Y*
- 0.26%
- ALL TIME*
- 2.99%
ESLT
- 1D
- 2.89%
- 1M
- 0.67%
- 6M
- 15.37%
- YTD
- 40.31%
- 1Y
- 74.80%
- 3Y*
- 56.84%
- 5Y*
- 44.82%
- 10Y*
- 24.76%
- ALL TIME*
- 22.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $69.22K | $63.69K | $87.14K | |
| $61.06M | $60.15M | $83.63M |
DTF vs. ESLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DTF DTF Tax-Free Income 2028 Term Fund Inc. | 2.00% | 5.41% | 8.07% | 2.12% | -21.17% | 0.09% | 4.11% | 23.44% | -7.25% | 2.16% |
ESLT Elbit Systems Ltd. | 40.31% | 125.14% | 22.17% | 31.30% | -4.82% | 34.77% | -14.56% | 37.62% | -13.22% | 32.65% |
Correlation
The correlation between DTF and ESLT is 0.10, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.07 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.07 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.06 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 1996 | 0.04 |
Fundamentals
DTF:
$80.28M
ESLT:
$37.89B
DTF:
$0.93
ESLT:
$12.29
DTF:
12.22
ESLT:
65.80
DTF:
14.36
ESLT:
4.70
DTF:
0.94
ESLT:
9.13
DTF:
$5.59M
ESLT:
$8.23B
DTF:
$5.07M
ESLT:
$2.03B
DTF:
$5.07M
ESLT:
$861.06M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DTF vs. ESLT — Risk / Return Rank
DTF
ESLT
DTF vs. ESLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DTF Tax-Free Income 2028 Term Fund Inc. (DTF) and Elbit Systems Ltd. (ESLT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DTF | ESLT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.68 | ||
| Sortino ratioReturn per unit of downside risk | -1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.30 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.58 | 2.55 | +0.03 |
| Martin ratioReturn relative to average drawdown | 7.41 | 5.89 | +1.52 |
Loading charts...
Drawdowns
DTF vs. ESLT - Drawdown Comparison
The maximum DTF drawdown since its inception was -37.49%, smaller than the maximum ESLT drawdown of -53.79%. Use the drawdown chart below to compare losses from any high point for DTF and ESLT.
Loading charts...
Drawdown Indicators
| DTF | ESLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.49% | -53.79% | +16.30% |
Max Drawdown (1Y)Largest decline over 1 year | -2.05% | -29.27% | +27.22% |
Max Drawdown (3Y)Largest decline over 3 years | -5.42% | -29.27% | +23.85% |
Max Drawdown (5Y)Largest decline over 5 years | -25.73% | -32.89% | +7.16% |
Max Drawdown (10Y)Largest decline over 10 years | -25.73% | -32.89% | +7.16% |
Current DrawdownCurrent decline from peak | -9.18% | -20.09% | +10.91% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -13.96% | +4.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.71% | 12.64% | -11.93% |
Volatility
DTF vs. ESLT - Volatility Comparison
The current volatility for DTF Tax-Free Income 2028 Term Fund Inc. (DTF) is 1.42%, while Elbit Systems Ltd. (ESLT) has a volatility of 11.92%. This indicates that DTF experiences smaller price fluctuations and is considered to be less risky than ESLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DTF | ESLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 11.92% | -10.50% |
Volatility (6M)Calculated over the trailing 6-month period | 4.11% | 36.97% | -32.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.44% | 45.12% | -39.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.08% | 34.07% | -25.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.52% | 29.70% | -20.18% |
Dividends
DTF vs. ESLT - Dividend Comparison
DTF's dividend yield for the trailing twelve months is around 3.42%, more than ESLT's 0.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTF DTF Tax-Free Income 2028 Term Fund Inc. | 3.42% | 3.42% | 3.48% | 3.63% | 3.57% | 4.35% | 3.22% | 2.98% | 5.48% | 4.95% | 6.53% | 5.81% |
ESLT Elbit Systems Ltd. | 0.43% | 0.47% | 0.77% | 0.94% | 1.22% | 1.03% | 1.28% | 1.14% | 1.54% | 1.32% | 1.57% | 1.63% |
Financials
DTF vs. ESLT - Financials Comparison
This section allows you to compare key financial metrics between DTF Tax-Free Income 2028 Term Fund Inc. and Elbit Systems Ltd.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
DTF and ESLT have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ESLT has higher volatility (11.92%) compared to DTF (1.42%). In terms of maximum drawdown, DTF dropped -37.49% vs ESLT's -53.79%.
ESLT currently has the higher Sharpe Ratio (1.65 vs 0.97), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for DTF and ESLT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer