DFCA vs ROBT

Comparison between DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA, ETF) and FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETF (ROBT, ETF).

DFCA vs ROBT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFCA(ETF)	ROBT(ETF)
Net Assets	$678M	$676M
Expense Ratio	0.19%	0.65%
Max Drawdown	4.35%	44.61%
Sharpe Ratio	0.75	0.79
5Y Beta	0.02	1.36
P/E Ratio	N/A	-81706.11
Forward P/E	N/A	26.70
5Y Dividends CAGR	N/A	17.51%
P/S Ratio	N/A	1.78
P/B Ratio	N/A	5.00

Net Assets

Winner

DFCA

$678M

ROBT

$676M

Expense Ratio

Winner

DFCA

0.19%

ROBT

0.65%

Max Drawdown

Winner

DFCA

4.35%

ROBT

44.61%

Sharpe Ratio

DFCA

0.75

Winner

ROBT

0.79

5Y Beta

Winner

DFCA

0.02

ROBT

1.36

P/E Ratio

DFCA

N/A

ROBT

-81706.11

Forward P/E

DFCA

N/A

ROBT

26.70

5Y Dividends CAGR

DFCA

N/A

ROBT

17.51%

P/S Ratio

DFCA

N/A

ROBT

1.78

P/B Ratio

DFCA

N/A

ROBT

5.00

DFCA vs ROBT - Historical Returns

Returns include dividend reinvestment.

Period	DFCA	ROBT
1 month	+0.37%	+4.75%
3 months	-0.01%	+11.80%
6 months	+1.39%	+3.35%
1 year	+4.87%	+22.35%
5 years(CAGR)	N/A	+1.07%
10 years(CAGR)	N/A	+8.03%
Max(CAGR)	+2.78%	+8.03%

DFCA

+0.37%

Winner

ROBT

+4.75%

DFCA

-0.01%

Winner

ROBT

+11.80%

DFCA

+1.39%

Winner

ROBT

+3.35%

DFCA

+4.87%

Winner

ROBT

+22.35%

5Y(CAGR)

DFCA

N/A

ROBT

+1.07%

10Y(CAGR)

DFCA

N/A

ROBT

+8.03%

Max(CAGR)

DFCA

+2.78%

Winner

ROBT

+8.03%

DFCA vs ROBT - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	DFCA	ROBT
2026	+1.02%	+5.91%
2025	+2.96%	+15.34%
2024	+1.71%	+2.49%
2023	+2.59%	+26.95%
2022	N/A	-35.40%
2021	N/A	+10.39%
2020	N/A	+44.44%
2019	N/A	+33.76%
2018	N/A	-13.97%

DFCA vs ROBT Drawdown Comparison

The maximum drawdown for DFCA was -3.28%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.

The maximum drawdown for ROBT was -44.47%, occurring on Oct 14, 2022. Recovery took 1329 trading sessions.

The current DFCA drawdown is -0.51%. The current ROBT drawdown is -7.83%.

Rank	DFCA	ROBT
#1	-3.28% Feb 28, 2025 - Sep 8, 2025	-44.47% Feb 12, 2021 - Jun 1, 2026
#2	-3.07% Jul 26, 2023 - Nov 29, 2023	-37.13% Feb 12, 2020 - Jul 6, 2020
#3	-1.77% Feb 27, 2026 - Mar 27, 2026	-25.09% Sep 14, 2018 - Apr 10, 2019
#4	-1.63% Dec 6, 2024 - Feb 28, 2025	-9.38% Jul 24, 2019 - Dec 13, 2019
#5	-1.27% Mar 7, 2024 - Jul 5, 2024	-9.34% May 3, 2019 - Jul 24, 2019
#6	-1.13% Oct 1, 2024 - Nov 27, 2024	-8.89% Sep 2, 2020 - Oct 9, 2020
#7	-0.60% Jan 8, 2024 - Jan 31, 2024	-8.66% Mar 12, 2018 - Aug 9, 2018
#8	-0.57% Feb 1, 2024 - Mar 5, 2024	-7.83% Jun 2, 2026 - Jun 5, 2026
#9	-0.42% Aug 5, 2024 - Sep 4, 2024	-6.76% Oct 13, 2020 - Nov 5, 2020
#10	-0.37% Nov 28, 2025 - Dec 19, 2025	-5.19% Jan 27, 2021 - Feb 5, 2021
#11	-0.37% Sep 22, 2025 - Oct 13, 2025	-4.19% Jan 23, 2020 - Feb 6, 2020
#12	-0.28% Jul 19, 2024 - Jul 26, 2024	-3.24% Feb 26, 2018 - Mar 6, 2018
#13	-0.22% Dec 29, 2023 - Jan 8, 2024	-2.26% Jul 20, 2020 - Jul 29, 2020
#14	-0.22% Nov 11, 2025 - Nov 19, 2025	-2.24% Aug 29, 2018 - Sep 14, 2018
#15	-0.20% Oct 24, 2025 - Nov 10, 2025	-2.00% Aug 9, 2018 - Aug 21, 2018