PortfoliosLab logoPortfoliosLab logo
DTF vs. FITBI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DTF vs. FITBI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DTF Tax-Free Income 2028 Term Fund Inc. (DTF) and Fifth Third Bancorp (FITBI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


DTF

1D
0.09%
1M
1.17%
YTD
1.98%
6M
2.88%
1Y
5.98%
3Y*
5.86%
5Y*
-1.67%
10Y*
0.16%

FITBI

1D
0.00%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DTF vs. FITBI - Yearly Performance Comparison


Fundamentals

Market Cap

DTF:

$80.49M

FITBI:

$21.33B

EPS

DTF:

$0.93

FITBI:

$3.06

PE Ratio

DTF:

12.25

FITBI:

8.41

PS Ratio

DTF:

14.40

FITBI:

1.34

PB Ratio

DTF:

0.94

FITBI:

0.67

Total Revenue (TTM)

DTF:

$5.59M

FITBI:

$13.66B

Gross Profit (TTM)

DTF:

$5.07M

FITBI:

$9.10B

EBITDA (TTM)

DTF:

$5.07M

FITBI:

$3.03B

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. FITBI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DTF
DTF Risk / Return Rank: 7777
Overall Rank
DTF Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
DTF Sortino Ratio Rank: 7171
Sortino Ratio Rank
DTF Omega Ratio Rank: 6868
Omega Ratio Rank
DTF Calmar Ratio Rank: 8383
Calmar Ratio Rank
DTF Martin Ratio Rank: 8686
Martin Ratio Rank

FITBI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DTF vs. FITBI - 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 Fifth Third Bancorp (FITBI). 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.


DTFFITBIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.20

Calmar ratioReturn relative to maximum drawdown

2.93

Martin ratioReturn relative to average drawdown

8.50

DTF vs. FITBI - Sharpe Ratio Comparison


Loading charts...

Drawdowns

DTF vs. FITBI - Drawdown Comparison

The maximum DTF drawdown since its inception was -37.49%, which is greater than FITBI's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for DTF and FITBI.


Loading charts...

Drawdown Indicators


DTFFITBIDifference

Max Drawdown

Largest peak-to-trough decline

-37.49%

0.00%

-37.49%

Max Drawdown (1Y)

Largest decline over 1 year

-2.05%

Max Drawdown (3Y)

Largest decline over 3 years

-5.42%

Max Drawdown (5Y)

Largest decline over 5 years

-25.73%

Max Drawdown (10Y)

Largest decline over 10 years

-25.73%

Current Drawdown

Current decline from peak

-9.19%

0.00%

-9.19%

Average Drawdown

Average peak-to-trough decline

-9.22%

0.00%

-9.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.71%

Volatility

DTF vs. FITBI - Volatility Comparison


Loading charts...

Volatility by Period


DTFFITBIDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.70%

Volatility (6M)

Calculated over the trailing 6-month period

3.99%

Volatility (1Y)

Calculated over the trailing 1-year period

5.35%

0.00%

+5.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.08%

0.00%

+8.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.56%

0.00%

+9.56%

Dividends

DTF vs. FITBI - Dividend Comparison

DTF's dividend yield for the trailing twelve months is around 3.41%, while FITBI has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DTF
DTF Tax-Free Income 2028 Term Fund Inc.
3.41%3.42%3.48%3.63%3.57%4.35%3.22%2.98%5.48%4.95%6.53%5.81%
FITBI
Fifth Third Bancorp
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

DTF vs. FITBI - Financials Comparison

This section allows you to compare key financial metrics between DTF Tax-Free Income 2028 Term Fund Inc. and Fifth Third Bancorp. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
1.27M
3.87B
(DTF) Total Revenue
(FITBI) Total Revenue
Values in USD except per share items
Portfolio Optimizer

Find the right allocation for DTF and FITBI

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