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DFGP vs VTEC

Comparison between DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP, ETF) and VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF ETF SHARES (VTEC, ETF).

DFGP vs VTEC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DFGP
$2.60B
VTEC
$2.60B
Expense Ratio
DFGP
0.22%
Winner
VTEC
0.06%
Max Drawdown
DFGP
5.75%
Winner
VTEC
5.70%
Sharpe Ratio
DFGP
0.41
Winner
VTEC
0.98
5Y Beta
DFGP
0.07
Winner
VTEC
0.04

DFGP vs VTEC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DFGP
+1.18%
VTEC
+0.64%
3M
Winner
DFGP
+1.78%
VTEC
+0.87%
6M
Winner
DFGP
+1.78%
VTEC
+1.53%
1Y
DFGP
+4.80%
Winner
VTEC
+6.20%
Max(CAGR)
Winner
DFGP
+6.74%
VTEC
+2.70%

DFGP vs VTEC - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearDFGPVTEC
2026+1.58%+0.95%
2025+5.82%+3.86%
2024+4.20%+1.42%
2023+6.24%N/A

DFGP vs VTEC 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 VTEC was -4.50%, occurring on Apr 8, 2025. Recovery took 190 trading sessions.

The current DFGP drawdown is -0.55%. The current VTEC drawdown is -0.81%.

RankDFGPVTEC
#1-3.24%
Feb 27, 2026 - Mar 27, 2026
-4.50%
Dec 2, 2024 - Sep 8, 2025
#2-3.04%
Sep 16, 2024 - Feb 26, 2025
-2.85%
Feb 27, 2026 - Mar 27, 2026
#3-2.71%
Mar 3, 2025 - Jun 4, 2025
-2.43%
Feb 1, 2024 - Aug 1, 2024
#4-2.27%
Mar 28, 2024 - Jun 4, 2024
-2.13%
Oct 1, 2024 - Dec 2, 2024
#5-1.92%
Feb 1, 2024 - Mar 27, 2024
-0.79%
Aug 6, 2024 - Sep 5, 2024
#6-1.36%
Dec 27, 2023 - Feb 1, 2024
-0.47%
Sep 17, 2025 - Oct 10, 2025
#7-1.31%
Jun 25, 2024 - Jul 10, 2024
-0.44%
Nov 26, 2025 - Dec 24, 2025
#8-1.14%
Oct 27, 2025 - Jan 29, 2026
-0.42%
Nov 11, 2025 - Nov 26, 2025
#9-0.94%
Jul 1, 2025 - Jul 29, 2025
-0.34%
Oct 29, 2025 - Nov 11, 2025
#10-0.89%
Aug 2, 2024 - Aug 14, 2024
-0.31%
Jan 14, 2026 - Jan 30, 2026
#11-0.88%
Jun 6, 2024 - Jun 13, 2024
-0.16%
Sep 27, 2024 - Oct 1, 2024
#12-0.62%
Jul 16, 2024 - Jul 29, 2024
-0.12%
Sep 10, 2024 - Sep 13, 2024
#13-0.61%
Nov 8, 2023 - Nov 14, 2023
-0.11%
Sep 17, 2024 - Sep 26, 2024
#14-0.59%
Jun 4, 2025 - Jun 11, 2025
-0.10%
Sep 8, 2025 - Sep 10, 2025
#15-0.56%
Aug 23, 2024 - Sep 4, 2024
-0.09%
Sep 11, 2025 - Sep 15, 2025

Correlation

Correlation between DFGP and VTEC is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2023 - 2026)

DFGP vs VTEC dividend yield comparison.

YearDFGPVTEC
20260.38%1.28%
20253.45%3.13%
20244.51%2.54%
20230.62%0.00%

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