DFCA vs ROUS

Comparison between DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA, ETF) and HARTFORD MULTIFACTOR US EQUITY ETF (ROUS, ETF).

DFCA vs ROUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFCA(ETF)	ROUS(ETF)
Net Assets	$707M	$706M
Expense Ratio	0.19%	0.19%
Max Drawdown	4.35%	35.51%
Sharpe Ratio	-0.25	1.70
5Y Beta	0.02	0.77
P/E Ratio	N/A	21.77
Forward P/E	N/A	17.05
5Y Dividends CAGR	N/A	5.61%
5Y EPS CAGR	N/A	15.87%
Debt to Equity	N/A	125.28%
P/S Ratio	N/A	1.59
P/B Ratio	N/A	4.00

Net Assets

Winner

DFCA

$707M

ROUS

$706M

Expense Ratio

DFCA

0.19%

ROUS

0.19%

Max Drawdown

Winner

DFCA

4.35%

ROUS

35.51%

Sharpe Ratio

DFCA

-0.25

Winner

ROUS

1.70

5Y Beta

Winner

DFCA

0.02

ROUS

0.77

P/E Ratio

DFCA

N/A

ROUS

21.77

Forward P/E

DFCA

N/A

ROUS

17.05

5Y Dividends CAGR

DFCA

N/A

ROUS

5.61%

5Y EPS CAGR

DFCA

N/A

ROUS

15.87%

Debt to Equity

DFCA

N/A

ROUS

125.28%

P/S Ratio

DFCA

N/A

ROUS

1.59

P/B Ratio

DFCA

N/A

ROUS

4.00

DFCA vs ROUS - Historical Returns

Returns include dividend reinvestment.

Period	DFCA	ROUS
1 month	+0.26%	+2.75%
3 months	+0.21%	+3.76%
6 months	-0.99%	+11.92%
1 year	+3.27%	+24.46%
5 years(CAGR)	N/A	+12.24%
10 years(CAGR)	N/A	+12.79%
Max(CAGR)	+2.39%	+11.13%

DFCA

+0.26%

Winner

ROUS

+2.75%

DFCA

+0.21%

Winner

ROUS

+3.76%

DFCA

-0.99%

Winner

ROUS

+11.92%

DFCA

+3.27%

Winner

ROUS

+24.46%

5Y(CAGR)

DFCA

N/A

ROUS

+12.24%

10Y(CAGR)

DFCA

N/A

ROUS

+12.79%

Max(CAGR)

DFCA

+2.39%

Winner

ROUS

+11.13%

DFCA vs ROUS - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	DFCA	ROUS
2026	+0.42%	+17.67%
2025	+2.96%	+15.43%
2024	+1.71%	+18.00%
2023	+2.59%	+14.99%
2022	N/A	-9.33%
2021	N/A	+29.26%
2020	N/A	+6.33%
2019	N/A	+23.32%
2018	N/A	-9.89%
2017	N/A	+22.59%
2016	N/A	+13.65%
2015	N/A	-3.15%

DFCA vs ROUS Drawdown Comparison

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

The maximum drawdown for ROUS was -35.51%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.

The current DFCA drawdown is -1.10%. The current ROUS drawdown is -1.58%.

Rank	DFCA	ROUS
#1	-3.28% Feb 28, 2025 - Sep 8, 2025	-35.51% Feb 14, 2020 - Dec 1, 2020
#2	-3.07% Jul 26, 2023 - Nov 29, 2023	-21.19% Aug 29, 2018 - Nov 8, 2019
#3	-1.77% Feb 27, 2026 - Mar 27, 2026	-18.91% Dec 29, 2021 - Dec 1, 2023
#4	-1.63% Dec 6, 2024 - Feb 28, 2025	-16.52% Mar 24, 2015 - Nov 14, 2016
#5	-1.27% Mar 7, 2024 - Jul 5, 2024	-15.81% Nov 26, 2024 - Jun 30, 2025
#6	-1.13% Oct 1, 2024 - Nov 27, 2024	-9.82% Jan 29, 2018 - Aug 20, 2018
#7	-0.60% Jan 8, 2024 - Jan 31, 2024	-5.97% Feb 27, 2026 - Apr 9, 2026
#8	-0.57% Feb 1, 2024 - Mar 5, 2024	-5.40% Mar 28, 2024 - Jun 18, 2024
#9	-0.42% Aug 5, 2024 - Sep 4, 2024	-5.29% Jul 16, 2024 - Aug 19, 2024
#10	-0.37% Nov 28, 2025 - Dec 19, 2025	-5.21% Sep 2, 2021 - Oct 21, 2021
#11	-0.37% Sep 22, 2025 - Oct 13, 2025	-4.77% Nov 16, 2021 - Dec 15, 2021
#12	-0.28% Jul 19, 2024 - Jul 26, 2024	-4.71% Oct 27, 2025 - Nov 28, 2025
#13	-0.22% Dec 29, 2023 - Jan 8, 2024	-4.18% Feb 12, 2021 - Mar 11, 2021
#14	-0.22% Nov 11, 2025 - Nov 19, 2025	-3.83% Aug 30, 2024 - Sep 19, 2024
#15	-0.20% Oct 24, 2025 - Nov 10, 2025	-3.64% May 7, 2021 - Jun 11, 2021

Correlation

Correlation between DFCA and ROUS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2015 - 2026)

DFCA vs ROUS dividend yield comparison.

Year	DFCA	ROUS
2026	1.65%	0.57%
2025	2.86%	1.52%
2024	2.86%	1.62%
2023	1.24%	1.91%
2022	0.00%	1.88%
2021	0.00%	1.38%
2020	0.00%	2.01%
2019	0.00%	2.12%
2018	0.00%	1.89%
2017	0.00%	1.54%
2016	0.00%	1.97%
2015	0.00%	1.62%