DFGP vs NZF

Comparison between DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP, ETF) and Nuveen Municipal Credit Income Fund (NZF, ETF).

DFGP vs NZF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFGP(ETF)	NZF(ETF)
Net Assets	$2.40B	$2.40B
Expense Ratio	0.22%	N/A
Max Drawdown	5.75%	53.68%
Sharpe Ratio	0.23	1.01
5Y Beta	0.06	0.25
5Y Dividends CAGR	N/A	5.84%

Net Assets

DFGP

$2.40B

NZF

$2.40B

Expense Ratio

DFGP

0.22%

NZF

N/A

Max Drawdown

Winner

DFGP

5.75%

NZF

53.68%

Sharpe Ratio

DFGP

0.23

Winner

NZF

1.01

5Y Beta

Winner

DFGP

0.06

NZF

0.25

5Y Dividends CAGR

DFGP

N/A

NZF

5.84%

DFGP vs NZF - Historical Returns

Returns include dividend reinvestment.

Period	DFGP	NZF
1 month	+0.46%	+0.80%
3 months	-0.05%	+0.72%
6 months	+1.02%	+2.54%
1 year	+4.87%	+14.54%
5 years(CAGR)	N/A	+0.01%
10 years(CAGR)	N/A	+3.66%
Max(CAGR)	+6.57%	+5.42%

DFGP

+0.46%

Winner

NZF

+0.80%

DFGP

-0.05%

Winner

NZF

+0.72%

DFGP

+1.02%

Winner

NZF

+2.54%

DFGP

+4.87%

Winner

NZF

+14.54%

5Y(CAGR)

DFGP

N/A

NZF

+0.01%

10Y(CAGR)

DFGP

N/A

NZF

+3.66%

Max(CAGR)

Winner

DFGP

+6.57%

NZF

+5.42%

DFGP vs NZF - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	DFGP	NZF
2026	+1.03%	+2.70%
2025	+5.82%	+10.22%
2024	+4.20%	+9.27%
2023	+6.24%	+0.81%
2022	N/A	-25.42%
2021	N/A	+12.24%
2020	N/A	+4.20%
2019	N/A	+25.44%
2018	N/A	-6.42%
2017	N/A	+13.98%
2016	N/A	+4.29%
2015	N/A	+9.73%
2014	N/A	+17.83%
2013	N/A	-14.78%
2012	N/A	+9.39%
2011	N/A	+18.65%
2010	N/A	+5.85%
2009	N/A	+35.91%
2008	N/A	-22.21%
2007	N/A	-10.97%
2006	N/A	+14.46%
2005	N/A	+11.74%
2004	N/A	+6.26%
2003	N/A	+12.36%
2002	N/A	+5.43%
2001	N/A	-9.18%

DFGP vs NZF Drawdown Comparison

The maximum drawdown for DFGP was -3.24%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for NZF was -48.48%, occurring on Oct 10, 2008. Recovery took 678 trading sessions.

The current DFGP drawdown is -1.09%. The current NZF drawdown is -3.95%.

Rank	DFGP	NZF
#1	-3.24% Feb 27, 2026 - Mar 27, 2026	-48.48% Dec 27, 2006 - Sep 8, 2009
#2	-3.04% Sep 16, 2024 - Feb 26, 2025	-37.40% Nov 9, 2021 - Oct 25, 2023
#3	-2.71% Mar 3, 2025 - Jun 4, 2025	-29.81% Feb 21, 2020 - Dec 31, 2020
#4	-2.27% Mar 28, 2024 - Jun 4, 2024	-24.09% Nov 23, 2012 - Jan 30, 2015
#5	-1.92% Feb 1, 2024 - Mar 27, 2024	-15.42% Sep 1, 2010 - Sep 12, 2011
#6	-1.36% Dec 27, 2023 - Feb 1, 2024	-15.12% Mar 9, 2004 - Nov 3, 2004
#7	-1.31% Jun 25, 2024 - Jul 10, 2024	-13.69% Jul 8, 2016 - Jul 28, 2017
#8	-1.14% Oct 27, 2025 - Jan 29, 2026	-10.58% Sep 10, 2018 - Feb 27, 2019
#9	-0.94% Jul 1, 2025 - Jul 29, 2025	-10.37% Oct 3, 2001 - Aug 29, 2002
#10	-0.89% Aug 2, 2024 - Aug 14, 2024	-8.44% Oct 7, 2002 - Apr 21, 2003
#11	-0.88% Jun 6, 2024 - Jun 13, 2024	-8.36% Jun 12, 2003 - Jan 7, 2004
#12	-0.62% Jul 16, 2024 - Jul 29, 2024	-8.23% Sep 6, 2005 - Jan 5, 2006
#13	-0.61% Nov 8, 2023 - Nov 14, 2023	-8.01% Dec 7, 2017 - Sep 5, 2018
#14	-0.59% Jun 4, 2025 - Jun 11, 2025	-7.98% Oct 7, 2009 - Jan 29, 2010
#15	-0.56% Aug 23, 2024 - Sep 4, 2024	-7.16% Feb 2, 2015 - Dec 8, 2015

Correlation

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

0.95

-101

Dividend Comparison (2001 - 2026)

DFGP vs NZF dividend yield comparison.

Year	DFGP	NZF
2026	0.38%	3.16%
2025	3.45%	7.58%
2024	4.51%	6.84%
2023	0.62%	4.51%
2022	0.00%	5.80%
2021	0.00%	4.63%
2020	0.00%	4.74%
2019	0.00%	4.82%
2018	0.00%	6.05%
2017	0.00%	5.86%
2016	0.00%	6.26%
2015	0.00%	5.50%
2014	0.00%	5.32%
2013	0.00%	5.88%
2012	0.00%	5.73%
2011	0.00%	6.39%
2010	0.00%	7.37%
2009	0.00%	6.33%
2008	0.00%	7.81%
2007	0.00%	6.05%
2006	0.00%	5.66%
2005	0.00%	6.38%
2004	0.00%	6.81%
2003	0.00%	6.58%
2002	0.00%	6.65%
2001	0.00%	1.11%