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DFMC vs TFLO

Comparison between U.S. Micro Cap Portfolio ETF Class Shares (DFMC, ETF) and ISHARES TREASURY FLOATING RATE BOND ETF (TFLO, ETF).

DFMC vs TFLO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DFMC
$6.80B
TFLO
$6.80B
Expense Ratio
DFMC
0.41%
Winner
TFLO
0.15%
Max Drawdown
Winner
DFMC
3.01%
TFLO
5.02%
Sharpe Ratio
Winner
DFMC
5.32
TFLO
1.45
5Y Beta
DFMC
0.88
Winner
TFLO
-0.00
P/E Ratio
DFMC
42.18
TFLO
N/A
Forward P/E
DFMC
13.10
TFLO
N/A
5Y Dividends CAGR
DFMC
N/A
TFLO
134.46%
5Y EPS CAGR
DFMC
12.41%
TFLO
N/A
P/S Ratio
DFMC
1.06
TFLO
N/A
P/B Ratio
DFMC
1.93
TFLO
N/A

DFMC vs TFLO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DFMC
+6.20%
TFLO
+0.34%
3M
DFMC
N/A
TFLO
+0.91%
6M
DFMC
N/A
TFLO
+1.96%
1Y
DFMC
N/A
TFLO
+4.12%
5Y(CAGR)
DFMC
N/A
TFLO
+3.58%
10Y(CAGR)
DFMC
N/A
TFLO
+2.33%
Max(CAGR)
Winner
DFMC
+149.23%
TFLO
+1.93%

DFMC vs TFLO - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearDFMCTFLO
2026+12.19%+1.31%
2025N/A+4.20%
2024N/A+5.34%
2023N/A+5.12%
2022N/A+1.99%
2021N/A-0.01%
2020N/A+0.43%
2019N/A+2.04%
2018N/A+1.90%
2017N/A+1.03%
2016N/A+0.21%
2015N/A+0.65%
2014N/A+0.06%

DFMC vs TFLO Drawdown Comparison

The maximum drawdown for DFMC was -3.01%, occurring on Mar 30, 2026. Recovery took 5 trading sessions.

The maximum drawdown for TFLO was -5.01%, occurring on Dec 19, 2014. Recovery took 293 trading sessions.

The current DFMC drawdown is -0.46%.

RankDFMCTFLO
#1-3.01%
Mar 25, 2026 - Apr 1, 2026
-5.01%
Oct 28, 2014 - Dec 28, 2015
#2-1.54%
Apr 27, 2026 - Apr 30, 2026
-0.76%
Dec 28, 2015 - May 22, 2017
#3-1.02%
May 6, 2026 - May 7, 2026
-0.34%
Oct 13, 2014 - Oct 16, 2014
#4-1.00%
May 1, 2026 - May 5, 2026
-0.26%
Oct 16, 2014 - Oct 28, 2014
#5-0.81%
Apr 20, 2026 - Apr 27, 2026
-0.16%
Feb 20, 2018 - Feb 27, 2018
#6-0.79%
Apr 9, 2026 - Apr 13, 2026
-0.15%
Feb 25, 2020 - Mar 17, 2020
#7-0.15%
Apr 14, 2026 - Apr 16, 2026
-0.15%
May 14, 2014 - Jul 31, 2014
#8N/A-0.14%
Sep 2, 2014 - Oct 2, 2014
#9N/A-0.14%
Dec 29, 2017 - Jan 11, 2018
#10N/A-0.13%
Jul 29, 2022 - Aug 12, 2022
#11N/A-0.12%
Oct 2, 2014 - Oct 9, 2014
#12N/A-0.12%
Sep 12, 2017 - Sep 27, 2017
#13N/A-0.12%
Nov 3, 2017 - Nov 13, 2017
#14N/A-0.12%
Oct 19, 2017 - Oct 23, 2017
#15N/A-0.12%
Feb 7, 2018 - Feb 20, 2018

Correlation

Correlation between DFMC and TFLO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

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