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DFCA vs SPPP

Comparison between DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA, ETF) and Sprott Physical Platinum and Palladium Trust (SPPP, ETF).

DFCA vs SPPP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DFCA
$687M
Winner
SPPP
$688M
Expense Ratio
DFCA
0.19%
SPPP
N/A
Max Drawdown
Winner
DFCA
4.35%
SPPP
59.09%
Sharpe Ratio
Winner
DFCA
0.59
SPPP
0.52
5Y Beta
Winner
DFCA
0.02
SPPP
0.63

DFCA vs SPPP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DFCA
+0.93%
SPPP
-11.82%
3M
Winner
DFCA
+0.54%
SPPP
-14.68%
6M
Winner
DFCA
+1.40%
SPPP
-18.01%
1Y
DFCA
+4.92%
Winner
SPPP
+17.09%
5Y(CAGR)
DFCA
N/A
SPPP
-5.53%
10Y(CAGR)
DFCA
N/A
SPPP
+7.83%
Max(CAGR)
Winner
DFCA
+2.78%
SPPP
+2.29%

DFCA vs SPPP - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearDFCASPPP
2026+1.13%-22.82%
2025+2.96%+87.11%
2024+1.71%-10.56%
2023+2.59%-24.98%
2022N/A+0.22%
2021N/A-21.51%
2020N/A+23.75%
2019N/A+46.09%
2018N/A+3.64%
2017N/A+29.36%
2016N/A+15.00%
2015N/A-29.03%
2014N/A-2.47%
2013N/A-12.06%
2012N/A+0.91%

DFCA vs SPPP Drawdown Comparison

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

The maximum drawdown for SPPP was -59.09%, occurring on Feb 9, 2024. Recovery took 1180 trading sessions.

The current DFCA drawdown is -0.40%. The current SPPP drawdown is -40.52%.

RankDFCASPPP
#1-3.28%
Feb 28, 2025 - Sep 8, 2025
-59.09%
May 11, 2021 - Jan 22, 2026
#2-3.07%
Jul 26, 2023 - Nov 29, 2023
-50.42%
Feb 27, 2020 - Apr 1, 2021
#3-1.77%
Feb 27, 2026 - Mar 27, 2026
-49.16%
Feb 14, 2013 - Jan 18, 2019
#4-1.63%
Dec 6, 2024 - Feb 28, 2025
-42.21%
Jan 23, 2026 - Jun 10, 2026
#5-1.27%
Mar 7, 2024 - Jul 5, 2024
-18.43%
Mar 20, 2019 - Sep 3, 2019
#6-1.13%
Oct 1, 2024 - Nov 27, 2024
-9.98%
Jan 22, 2020 - Feb 19, 2020
#7-0.60%
Jan 8, 2024 - Jan 31, 2024
-8.56%
Nov 1, 2019 - Dec 4, 2019
#8-0.57%
Feb 1, 2024 - Mar 5, 2024
-6.79%
Feb 26, 2019 - Mar 20, 2019
#9-0.42%
Aug 5, 2024 - Sep 4, 2024
-5.89%
Jan 18, 2019 - Feb 12, 2019
#10-0.37%
Nov 28, 2025 - Dec 19, 2025
-5.80%
Dec 16, 2019 - Dec 31, 2019
#11-0.37%
Sep 22, 2025 - Oct 13, 2025
-3.77%
Feb 21, 2020 - Feb 26, 2020
#12-0.28%
Jul 19, 2024 - Jul 26, 2024
-3.52%
Sep 24, 2019 - Oct 16, 2019
#13-0.22%
Dec 29, 2023 - Jan 8, 2024
-3.30%
Jan 17, 2020 - Jan 22, 2020
#14-0.22%
Nov 11, 2025 - Nov 19, 2025
-3.10%
Dec 31, 2012 - Jan 16, 2013
#15-0.20%
Oct 24, 2025 - Nov 10, 2025
-2.55%
Sep 4, 2019 - Sep 12, 2019

Correlation

Correlation between DFCA and SPPP is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

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