DFCA vs EES
Comparison between DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA, ETF) and WISDOMTREE U.S. SMALLCAP FUND (EES, ETF).
DFCA vs EES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFCA
$687M
EES
$686M
Expense Ratio
Winner
DFCA
0.19%
EES
0.38%
Max Drawdown
Winner
DFCA
4.35%
EES
64.55%
Sharpe Ratio
DFCA
0.59
Winner
EES
1.55
5Y Beta
Winner
DFCA
0.02
EES
0.95
P/E Ratio
DFCA
N/A
EES
19.29
Forward P/E
DFCA
N/A
EES
11.98
5Y Dividends CAGR
DFCA
N/A
EES
13.87%
5Y EPS CAGR
DFCA
N/A
EES
11.41%
Debt to Equity
DFCA
N/A
EES
210.53%
DFCA vs EES - Historical Returns
Returns include dividend reinvestment.
1M
DFCA
+0.93%
Winner
EES
+5.05%
3M
DFCA
+0.54%
Winner
EES
+15.56%
6M
DFCA
+1.40%
Winner
EES
+13.35%
1Y
DFCA
+4.92%
Winner
EES
+33.63%
5Y(CAGR)
DFCA
N/A
EES
+7.94%
10Y(CAGR)
DFCA
N/A
EES
+11.29%
Max(CAGR)
DFCA
+2.78%
Winner
EES
+10.13%
DFCA vs EES - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DFCA | EES |
|---|---|---|
| 2026 | +1.13% | +15.87% |
| 2025 | +2.96% | +7.56% |
| 2024 | +1.71% | +10.65% |
| 2023 | +2.59% | +18.38% |
| 2022 | N/A | -17.08% |
| 2021 | N/A | +35.62% |
| 2020 | N/A | +3.35% |
| 2019 | N/A | +19.53% |
| 2018 | N/A | -10.99% |
| 2017 | N/A | +11.87% |
| 2016 | N/A | +36.09% |
| 2015 | N/A | -3.72% |
| 2014 | N/A | +5.72% |
| 2013 | N/A | +43.84% |
| 2012 | N/A | +17.91% |
| 2011 | N/A | -0.92% |
| 2010 | N/A | +26.70% |
| 2009 | N/A | +46.07% |
| 2008 | N/A | -28.20% |
| 2007 | N/A | -13.69% |
DFCA vs EES Drawdown Comparison
The maximum drawdown for DFCA was -3.28%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.
The maximum drawdown for EES was -61.92%, occurring on Mar 9, 2009. Recovery took 697 trading sessions.
The current DFCA drawdown is -0.40%. The current EES drawdown is -1.16%.
| Rank | DFCA | EES |
|---|---|---|
| #1 | -3.28% Feb 28, 2025 - Sep 8, 2025 | -61.92% Jul 9, 2007 - Apr 14, 2010 |
| #2 | -3.07% Jul 26, 2023 - Nov 29, 2023 | -50.52% Aug 27, 2018 - Jan 6, 2021 |
| #3 | -1.77% Feb 27, 2026 - Mar 27, 2026 | -27.15% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -1.63% Dec 6, 2024 - Feb 28, 2025 | -25.81% Nov 12, 2021 - Jul 16, 2024 |
| #5 | -1.27% Mar 7, 2024 - Jul 5, 2024 | -25.61% Jul 7, 2011 - Feb 1, 2012 |
| #6 | -1.13% Oct 1, 2024 - Nov 27, 2024 | -23.81% Jun 23, 2015 - Aug 19, 2016 |
| #7 | -0.60% Jan 8, 2024 - Jan 31, 2024 | -18.86% Apr 29, 2010 - Nov 2, 2010 |
| #8 | -0.57% Feb 1, 2024 - Mar 5, 2024 | -14.91% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -0.42% Aug 5, 2024 - Sep 4, 2024 | -11.92% Jul 3, 2014 - Dec 23, 2014 |
| #10 | -0.37% Nov 28, 2025 - Dec 19, 2025 | -10.71% Sep 14, 2012 - Dec 24, 2012 |
| #11 | -0.37% Sep 22, 2025 - Oct 13, 2025 | -10.22% Jul 31, 2024 - Sep 19, 2024 |
| #12 | -0.28% Jul 19, 2024 - Jul 26, 2024 | -10.15% Jun 8, 2021 - Nov 1, 2021 |
| #13 | -0.22% Dec 29, 2023 - Jan 8, 2024 | -9.04% Apr 29, 2011 - Jul 7, 2011 |
| #14 | -0.22% Nov 11, 2025 - Nov 19, 2025 | -8.69% Jan 22, 2018 - May 17, 2018 |
| #15 | -0.20% Oct 24, 2025 - Nov 10, 2025 | -8.15% Mar 12, 2021 - May 7, 2021 |
Correlation
Correlation between DFCA and EES is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
DFCA vs EES dividend yield comparison.
| Year | DFCA | EES |
|---|---|---|
| 2026 | 0.92% | 0.17% |
| 2025 | 2.86% | 1.29% |
| 2024 | 2.86% | 1.37% |
| 2023 | 1.24% | 1.18% |
| 2022 | 0.00% | 1.12% |
| 2021 | 0.00% | 1.69% |
| 2020 | 0.00% | 1.29% |
| 2019 | 0.00% | 1.31% |
| 2018 | 0.00% | 1.81% |
| 2017 | 0.00% | 0.93% |
| 2016 | 0.00% | 3.07% |
| 2015 | 0.00% | 4.13% |
| 2014 | 0.00% | 2.98% |
| 2013 | 0.00% | 2.34% |
| 2012 | 0.00% | 6.25% |
| 2011 | 0.00% | 3.88% |
| 2010 | 0.00% | 3.23% |
| 2009 | 0.00% | 1.61% |
| 2008 | 0.00% | 6.51% |
| 2007 | 0.00% | 2.74% |
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