BTT vs DFAR

Comparison between BlackRock Municipal 2030 Target Term Trust (BTT, ETF) and DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF).

BTT vs DFAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTT(ETF)	DFAR(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	N/A	0.19%
Max Drawdown	34.96%	34.66%
Sharpe Ratio	1.17	0.78
5Y Beta	0.11	0.49
P/E Ratio	N/A	33.68
Forward P/E	N/A	33.69
5Y Dividends CAGR	-4.23%	N/A
5Y EPS CAGR	N/A	8.28%
Debt to Equity	N/A	-4.99%
P/S Ratio	N/A	7.38
P/B Ratio	N/A	2.54

Net Assets

BTT

$1.60B

DFAR

$1.60B

Expense Ratio

BTT

N/A

DFAR

0.19%

Max Drawdown

BTT

34.96%

Winner

DFAR

34.66%

Sharpe Ratio

Winner

BTT

1.17

DFAR

0.78

5Y Beta

Winner

BTT

0.11

DFAR

0.49

P/E Ratio

BTT

N/A

DFAR

33.68

Forward P/E

BTT

N/A

DFAR

33.69

5Y Dividends CAGR

BTT

-4.23%

DFAR

N/A

5Y EPS CAGR

BTT

N/A

DFAR

8.28%

Debt to Equity

BTT

N/A

DFAR

-4.99%

P/S Ratio

BTT

N/A

DFAR

7.38

P/B Ratio

BTT

N/A

DFAR

2.54

BTT vs DFAR - Historical Returns

Returns include dividend reinvestment.

Period	BTT	DFAR
1 month	-0.24%	+5.70%
3 months	+0.22%	+7.82%
6 months	+2.76%	+11.99%
1 year	+9.93%	+14.57%
5 years(CAGR)	+0.29%	+3.46%
10 years(CAGR)	+2.96%	N/A
Max(CAGR)	+3.05%	+3.46%

BTT

-0.24%

Winner

DFAR

+5.70%

BTT

+0.22%

Winner

DFAR

+7.82%

BTT

+2.76%

Winner

DFAR

+11.99%

BTT

+9.93%

Winner

DFAR

+14.57%

5Y(CAGR)

BTT

+0.29%

Winner

DFAR

+3.46%

10Y(CAGR)

BTT

+2.96%

DFAR

N/A

Max(CAGR)

BTT

+3.05%

Winner

DFAR

+3.46%

BTT vs DFAR - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BTT	DFAR
2026	+0.91%	+13.46%
2025	+13.48%	+2.24%
2024	+1.60%	+4.24%
2023	-0.64%	+11.20%
2022	-15.31%	-14.29%
2021	+4.39%	N/A
2020	+9.04%	N/A
2019	+20.16%	N/A
2018	-4.76%	N/A
2017	+5.26%	N/A
2016	+4.31%	N/A
2015	+11.88%	N/A
2014	+21.58%	N/A
2013	-23.79%	N/A
2012	-5.83%	N/A

BTT vs DFAR Drawdown Comparison

The maximum drawdown for BTT was -30.69%, occurring on Dec 5, 2013. Recovery took 808 trading sessions.

The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.

The current BTT drawdown is -1.45%. The current DFAR drawdown is -0.19%.

Rank	BTT	DFAR
#1	-30.69% Oct 5, 2012 - Dec 23, 2015	-32.25% Apr 20, 2022 - Apr 16, 2026
#2	-23.35% Aug 18, 2021 - Oct 25, 2023	-2.71% Apr 20, 2026 - May 6, 2026
#3	-20.99% Mar 5, 2020 - Jul 28, 2020	-2.33% Mar 4, 2022 - Mar 17, 2022
#4	-12.25% Sep 6, 2016 - Jun 26, 2017	-2.14% Apr 6, 2022 - Apr 20, 2022
#5	-10.79% Jun 26, 2017 - Mar 7, 2019	-2.01% Feb 25, 2022 - Mar 3, 2022
#6	-3.73% Feb 5, 2021 - Apr 15, 2021	-1.70% Mar 29, 2022 - Apr 1, 2022
#7	-2.95% Jul 8, 2016 - Aug 12, 2016	-1.49% Mar 18, 2022 - Mar 25, 2022
#8	-2.74% Aug 13, 2020 - Sep 15, 2020	-1.00% Apr 1, 2022 - Apr 6, 2022
#9	-2.73% Nov 6, 2019 - Dec 3, 2019	-0.54% May 6, 2026 - May 7, 2026
#10	-2.70% May 13, 2016 - Jun 6, 2016	N/A
#11	-2.69% Sep 4, 2019 - Oct 8, 2019	N/A
#12	-2.06% Mar 11, 2019 - Mar 22, 2019	N/A
#13	-1.83% May 3, 2021 - Jun 1, 2021	N/A
#14	-1.69% Oct 9, 2019 - Nov 6, 2019	N/A
#15	-1.64% Aug 12, 2016 - Sep 6, 2016	N/A

Correlation

Correlation between BTT and DFAR is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2012 - 2026)

BTT vs DFAR dividend yield comparison.

Year	BTT	DFAR
2026	0.81%	0.16%
2025	2.44%	2.97%
2024	2.70%	2.89%
2023	3.11%	3.06%
2022	3.50%	1.69%
2021	2.89%	0.00%
2020	2.92%	0.00%
2019	3.10%	0.00%
2018	3.93%	0.00%
2017	4.08%	0.00%
2016	4.40%	0.00%
2015	4.46%	0.00%
2014	5.19%	0.00%
2013	6.73%	0.00%
2012	1.27%	0.00%