DFCA vs RSPH
Comparison between DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA, ETF) and INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF (RSPH, ETF).
DFCA vs RSPH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFCA
$703M
Winner
RSPH
$705M
Expense Ratio
Winner
DFCA
0.19%
RSPH
0.40%
Max Drawdown
Winner
DFCA
4.35%
RSPH
41.08%
Sharpe Ratio
DFCA
0.35
Winner
RSPH
1.03
5Y Beta
Winner
DFCA
0.02
RSPH
0.57
P/E Ratio
DFCA
N/A
RSPH
34.20
Forward P/E
DFCA
N/A
RSPH
16.81
5Y Dividends CAGR
DFCA
N/A
RSPH
11.76%
5Y EPS CAGR
DFCA
N/A
RSPH
9.17%
Debt to Equity
DFCA
N/A
RSPH
-54.20%
P/S Ratio
DFCA
N/A
RSPH
1.17
P/B Ratio
DFCA
N/A
RSPH
3.36
DFCA vs RSPH - Historical Returns
Returns include dividend reinvestment.
1M
DFCA
-0.34%
Winner
RSPH
+7.43%
3M
DFCA
+0.01%
Winner
RSPH
+8.83%
6M
DFCA
+0.21%
Winner
RSPH
+1.65%
1Y
DFCA
+4.36%
Winner
RSPH
+21.68%
5Y(CAGR)
DFCA
N/A
RSPH
+3.13%
10Y(CAGR)
DFCA
N/A
RSPH
+8.53%
Max(CAGR)
DFCA
+2.56%
Winner
RSPH
+10.79%
DFCA vs RSPH - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DFCA | RSPH |
|---|---|---|
| 2026 | +0.70% | +5.62% |
| 2025 | +2.96% | +9.74% |
| 2024 | +1.71% | -2.26% |
| 2023 | +2.59% | +4.02% |
| 2022 | N/A | -8.63% |
| 2021 | N/A | +23.77% |
| 2020 | N/A | +18.65% |
| 2019 | N/A | +26.88% |
| 2018 | N/A | -1.95% |
| 2017 | N/A | +21.73% |
| 2016 | N/A | -2.60% |
| 2015 | N/A | +7.92% |
| 2014 | N/A | +30.55% |
| 2013 | N/A | +38.38% |
| 2012 | N/A | +17.97% |
| 2011 | N/A | +5.17% |
| 2010 | N/A | +9.39% |
| 2009 | N/A | +35.00% |
| 2008 | N/A | -25.51% |
| 2007 | N/A | +10.37% |
| 2006 | N/A | +1.31% |
DFCA vs RSPH Drawdown Comparison
The maximum drawdown for DFCA was -3.28%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.
The maximum drawdown for RSPH was -40.49%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The current DFCA drawdown is -0.82%. The current RSPH drawdown is -2.43%.
| Rank | DFCA | RSPH |
|---|---|---|
| #1 | -3.28% Feb 28, 2025 - Sep 8, 2025 | -40.49% Jun 4, 2007 - Dec 28, 2009 |
| #2 | -3.07% Jul 26, 2023 - Nov 29, 2023 | -30.43% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -1.77% Feb 27, 2026 - Mar 27, 2026 | -21.95% Dec 30, 2021 - Mar 27, 2024 |
| #4 | -1.63% Dec 6, 2024 - Feb 28, 2025 | -19.59% Jul 7, 2011 - Mar 26, 2012 |
| #5 | -1.27% Mar 7, 2024 - Jul 5, 2024 | -19.33% Sep 28, 2018 - Jul 3, 2019 |
| #6 | -1.13% Oct 1, 2024 - Nov 27, 2024 | -19.08% Jul 22, 2015 - Apr 28, 2017 |
| #7 | -0.60% Jan 8, 2024 - Jan 31, 2024 | -17.13% Sep 19, 2024 - Nov 25, 2025 |
| #8 | -0.57% Feb 1, 2024 - Mar 5, 2024 | -14.60% Mar 23, 2010 - Dec 10, 2010 |
| #9 | -0.42% Aug 5, 2024 - Sep 4, 2024 | -12.21% Jan 26, 2018 - Aug 27, 2018 |
| #10 | -0.37% Nov 28, 2025 - Dec 19, 2025 | -10.87% Jan 21, 2026 - Jun 26, 2026 |
| #11 | -0.37% Sep 22, 2025 - Oct 13, 2025 | -9.04% Sep 3, 2021 - Dec 29, 2021 |
| #12 | -0.28% Jul 19, 2024 - Jul 26, 2024 | -8.14% Apr 2, 2012 - Sep 4, 2012 |
| #13 | -0.22% Dec 29, 2023 - Jan 8, 2024 | -8.00% Jun 8, 2020 - Jul 15, 2020 |
| #14 | -0.22% Nov 11, 2025 - Nov 19, 2025 | -7.83% Mar 28, 2024 - Aug 23, 2024 |
| #15 | -0.20% Oct 24, 2025 - Nov 10, 2025 | -7.76% Sep 2, 2020 - Oct 12, 2020 |
Correlation
Correlation between DFCA and RSPH is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2006 - 2026)
DFCA vs RSPH dividend yield comparison.
| Year | DFCA | RSPH |
|---|---|---|
| 2026 | 1.43% | 0.35% |
| 2025 | 2.86% | 0.70% |
| 2024 | 2.86% | 0.71% |
| 2023 | 1.24% | 0.66% |
| 2022 | 0.00% | 0.64% |
| 2021 | 0.00% | 0.50% |
| 2020 | 0.00% | 0.51% |
| 2019 | 0.00% | 0.54% |
| 2018 | 0.00% | 0.53% |
| 2017 | 0.00% | 0.47% |
| 2016 | 0.00% | 0.48% |
| 2015 | 0.00% | 0.49% |
| 2014 | 0.00% | 0.43% |
| 2013 | 0.00% | 0.42% |
| 2012 | 0.00% | 1.60% |
| 2011 | 0.00% | 0.68% |
| 2010 | 0.00% | 0.33% |
| 2009 | 0.00% | 0.37% |
| 2008 | 0.00% | 1.00% |
| 2007 | 0.00% | 0.19% |
| 2006 | 0.00% | 0.06% |
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