DFNM vs APUE
Comparison between DIMENSIONAL NATIONAL MUNICIPAL BOND ETF (DFNM, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
DFNM vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFNM
$2.10B
Winner
APUE
$2.20B
Expense Ratio
Winner
DFNM
0.17%
APUE
0.31%
Max Drawdown
Winner
DFNM
8.40%
APUE
19.07%
Sharpe Ratio
DFNM
0.67
Winner
APUE
2.06
5Y Beta
Winner
DFNM
0.00
APUE
0.95
P/E Ratio
DFNM
N/A
APUE
26.78
Forward P/E
DFNM
N/A
APUE
20.97
PEG Ratio
DFNM
N/A
APUE
0.49
5Y EPS CAGR
DFNM
N/A
APUE
27.89%
Debt to Equity
DFNM
N/A
APUE
29.22%
P/S Ratio
DFNM
N/A
APUE
3.37
P/B Ratio
DFNM
N/A
APUE
5.17
DFNM vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
DFNM
+0.37%
Winner
APUE
+8.60%
3M
DFNM
-0.19%
Winner
APUE
+5.83%
6M
DFNM
+1.49%
Winner
APUE
+11.20%
1Y
DFNM
+5.07%
Winner
APUE
+32.89%
5Y(CAGR)
DFNM
+1.40%
APUE
N/A
Max(CAGR)
DFNM
+1.40%
Winner
APUE
+23.10%
DFNM vs APUE - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | DFNM | APUE |
|---|---|---|
| 2026 | +0.97% | +8.34% |
| 2025 | +3.78% | +17.72% |
| 2024 | +1.36% | +24.70% |
| 2023 | +3.88% | +18.42% |
| 2022 | -3.96% | N/A |
| 2021 | +0.47% | N/A |
DFNM vs APUE Drawdown Comparison
The maximum drawdown for DFNM was -6.99%, occurring on Oct 31, 2022. Recovery took 637 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current DFNM drawdown is -0.67%.
| Rank | DFNM | APUE |
|---|---|---|
| #1 | -6.99% Dec 30, 2021 - Jul 16, 2024 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -2.79% Mar 3, 2025 - Sep 4, 2025 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -1.84% Feb 27, 2026 - Mar 26, 2026 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -1.41% Oct 2, 2024 - Dec 2, 2024 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -1.33% Dec 6, 2024 - Feb 25, 2025 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -0.43% Aug 5, 2024 - Sep 3, 2024 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -0.24% Sep 22, 2025 - Oct 8, 2025 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -0.21% Nov 11, 2025 - Nov 20, 2025 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -0.20% Nov 30, 2021 - Dec 20, 2021 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -0.19% Oct 22, 2025 - Nov 11, 2025 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -0.18% Jan 16, 2026 - Jan 28, 2026 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -0.13% Jul 30, 2024 - Aug 1, 2024 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -0.13% Sep 17, 2024 - Sep 25, 2024 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -0.12% Jul 18, 2024 - Jul 30, 2024 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
| #15 | -0.12% Dec 1, 2025 - Dec 15, 2025 | -2.21% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between DFNM and APUE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2021 - 2026)
DFNM vs APUE dividend yield comparison.
| Year | DFNM | APUE |
|---|---|---|
| 2026 | 0.78% | 0.00% |
| 2025 | 2.94% | 0.83% |
| 2024 | 2.74% | 0.79% |
| 2023 | 2.39% | 0.41% |
| 2022 | 1.16% | 0.00% |
| 2021 | 0.05% | 0.00% |
Select Stocks to Compare
Popular: DFNM vs SPYAPUE vs SPY
More Comparisons
Compare with similar stocks