DFCA vs IGR
Comparison between DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA, ETF) and CBRE Global Real Estate Income Fund (IGR, ETF).
DFCA vs IGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFCA
$707M
IGR
$707M
Expense Ratio
DFCA
0.19%
IGR
N/A
Max Drawdown
Winner
DFCA
4.35%
IGR
90.88%
Sharpe Ratio
DFCA
-0.25
Winner
IGR
0.45
5Y Beta
Winner
DFCA
0.02
IGR
0.61
5Y Dividends CAGR
DFCA
N/A
IGR
5.39%
DFCA vs IGR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFCA
+0.26%
IGR
+0.22%
3M
DFCA
+0.21%
Winner
IGR
+3.08%
6M
DFCA
-0.99%
Winner
IGR
+2.15%
1Y
DFCA
+3.27%
Winner
IGR
+9.06%
5Y(CAGR)
DFCA
N/A
IGR
-0.21%
10Y(CAGR)
DFCA
N/A
IGR
+4.69%
Max(CAGR)
DFCA
+2.39%
Winner
IGR
+5.00%
DFCA vs IGR - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | DFCA | IGR |
|---|---|---|
| 2026 | +0.42% | +17.36% |
| 2025 | +2.96% | +5.54% |
| 2024 | +1.71% | +0.51% |
| 2023 | +2.59% | +5.89% |
| 2022 | N/A | -35.42% |
| 2021 | N/A | +57.03% |
| 2020 | N/A | -5.27% |
| 2019 | N/A | +40.56% |
| 2018 | N/A | -15.50% |
| 2017 | N/A | +16.07% |
| 2016 | N/A | +5.06% |
| 2015 | N/A | -9.35% |
| 2014 | N/A | +20.54% |
| 2013 | N/A | -7.17% |
| 2012 | N/A | +36.46% |
| 2011 | N/A | -6.85% |
| 2010 | N/A | +30.16% |
| 2009 | N/A | +68.60% |
| 2008 | N/A | -68.50% |
| 2007 | N/A | -29.63% |
| 2006 | N/A | +74.71% |
| 2005 | N/A | +19.84% |
| 2004 | N/A | +6.49% |
DFCA vs IGR Drawdown Comparison
The maximum drawdown for DFCA was -3.28%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.
The maximum drawdown for IGR was -87.09%, occurring on Mar 9, 2009. Recovery took 3206 trading sessions.
The current DFCA drawdown is -1.10%. The current IGR drawdown is -12.08%.
| Rank | DFCA | IGR |
|---|---|---|
| #1 | -3.28% Feb 28, 2025 - Sep 8, 2025 | -87.09% Dec 29, 2006 - Sep 26, 2019 |
| #2 | -3.07% Jul 26, 2023 - Nov 29, 2023 | -54.29% Feb 18, 2020 - Mar 26, 2021 |
| #3 | -1.77% Feb 27, 2026 - Mar 27, 2026 | -50.87% Dec 31, 2021 - Oct 27, 2023 |
| #4 | -1.63% Dec 6, 2024 - Feb 28, 2025 | -25.36% Mar 5, 2004 - Dec 2, 2004 |
| #5 | -1.27% Mar 7, 2024 - Jul 5, 2024 | -10.92% May 10, 2006 - Jul 25, 2006 |
| #6 | -1.13% Oct 1, 2024 - Nov 27, 2024 | -10.76% Sep 3, 2021 - Nov 8, 2021 |
| #7 | -0.60% Jan 8, 2024 - Jan 31, 2024 | -10.29% Aug 3, 2005 - Dec 8, 2005 |
| #8 | -0.57% Feb 1, 2024 - Mar 5, 2024 | -8.84% Apr 6, 2006 - May 10, 2006 |
| #9 | -0.42% Aug 5, 2024 - Sep 4, 2024 | -8.51% Nov 1, 2006 - Nov 29, 2006 |
| #10 | -0.37% Nov 28, 2025 - Dec 19, 2025 | -8.39% Mar 4, 2005 - Apr 27, 2005 |
| #11 | -0.37% Sep 22, 2025 - Oct 13, 2025 | -6.68% Dec 31, 2004 - Feb 15, 2005 |
| #12 | -0.28% Jul 19, 2024 - Jul 26, 2024 | -4.60% Nov 12, 2021 - Dec 7, 2021 |
| #13 | -0.22% Dec 29, 2023 - Jan 8, 2024 | -4.57% Jan 9, 2006 - Feb 2, 2006 |
| #14 | -0.22% Nov 11, 2025 - Nov 19, 2025 | -4.45% Apr 29, 2021 - May 20, 2021 |
| #15 | -0.20% Oct 24, 2025 - Nov 10, 2025 | -3.96% Jun 14, 2021 - Jul 12, 2021 |
Correlation
Correlation between DFCA and IGR is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2004 - 2026)
DFCA vs IGR dividend yield comparison.
| Year | DFCA | IGR |
|---|---|---|
| 2026 | 1.65% | 10.32% |
| 2025 | 2.86% | 16.44% |
| 2024 | 2.86% | 14.97% |
| 2023 | 1.24% | 13.26% |
| 2022 | 0.00% | 12.22% |
| 2021 | 0.00% | 6.13% |
| 2020 | 0.00% | 8.72% |
| 2019 | 0.00% | 7.48% |
| 2018 | 0.00% | 9.74% |
| 2017 | 0.00% | 7.58% |
| 2016 | 0.00% | 8.84% |
| 2015 | 0.00% | 7.46% |
| 2014 | 0.00% | 6.01% |
| 2013 | 0.00% | 6.82% |
| 2012 | 0.00% | 6.57% |
| 2011 | 0.00% | 7.89% |
| 2010 | 0.00% | 6.97% |
| 2009 | 0.00% | 8.48% |
| 2008 | 0.00% | 31.16% |
| 2007 | 0.00% | 23.28% |
| 2006 | 0.00% | 13.70% |
| 2005 | 0.00% | 9.49% |
| 2004 | 0.00% | 4.93% |
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