DFNM vs BGIG
Comparison between DIMENSIONAL NATIONAL MUNICIPAL BOND ETF (DFNM, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
DFNM vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFNM
$2.10B
BGIG
$2.10B
Expense Ratio
Winner
DFNM
0.17%
BGIG
0.45%
Max Drawdown
Winner
DFNM
8.40%
BGIG
14.11%
Sharpe Ratio
DFNM
0.77
Winner
BGIG
1.72
5Y Beta
Winner
DFNM
0.01
BGIG
0.61
P/E Ratio
DFNM
N/A
BGIG
24.37
Forward P/E
DFNM
N/A
BGIG
19.51
PEG Ratio
DFNM
N/A
BGIG
0.67
5Y EPS CAGR
DFNM
N/A
BGIG
13.27%
P/S Ratio
DFNM
N/A
BGIG
2.73
P/B Ratio
DFNM
N/A
BGIG
4.12
DFNM vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFNM
+0.97%
BGIG
+0.12%
3M
DFNM
+1.68%
Winner
BGIG
+7.11%
6M
DFNM
+1.60%
Winner
BGIG
+9.45%
1Y
DFNM
+5.13%
Winner
BGIG
+19.33%
5Y(CAGR)
DFNM
+1.47%
BGIG
N/A
Max(CAGR)
DFNM
+1.47%
Winner
BGIG
+16.17%
DFNM vs BGIG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | DFNM | BGIG |
|---|---|---|
| 2026 | +1.49% | +9.82% |
| 2025 | +3.78% | +12.53% |
| 2024 | +1.36% | +16.25% |
| 2023 | +3.88% | +4.55% |
| 2022 | -3.96% | N/A |
| 2021 | +0.47% | N/A |
DFNM vs BGIG Drawdown Comparison
The maximum drawdown for DFNM was -6.99%, occurring on Oct 31, 2022. Recovery took 637 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current DFNM drawdown is -0.17%. The current BGIG drawdown is -0.51%.
| Rank | DFNM | BGIG |
|---|---|---|
| #1 | -6.99% Dec 30, 2021 - Jul 16, 2024 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -2.79% Mar 3, 2025 - Sep 4, 2025 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -1.84% Feb 27, 2026 - Mar 26, 2026 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -1.41% Oct 2, 2024 - Dec 2, 2024 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -1.33% Dec 6, 2024 - Feb 25, 2025 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -0.43% Aug 5, 2024 - Sep 3, 2024 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -0.24% Sep 22, 2025 - Oct 8, 2025 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -0.21% Nov 11, 2025 - Nov 20, 2025 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -0.20% Nov 30, 2021 - Dec 20, 2021 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -0.19% Oct 22, 2025 - Nov 11, 2025 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #11 | -0.18% Jan 16, 2026 - Jan 28, 2026 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #12 | -0.13% Jul 30, 2024 - Aug 1, 2024 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #13 | -0.13% Sep 17, 2024 - Sep 25, 2024 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #14 | -0.12% Jul 18, 2024 - Jul 30, 2024 | -1.34% Apr 30, 2026 - May 14, 2026 |
| #15 | -0.12% Dec 1, 2025 - Dec 15, 2025 | -1.32% Jan 16, 2026 - Jan 26, 2026 |
Correlation
Correlation between DFNM and BGIG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2021 - 2026)
DFNM vs BGIG dividend yield comparison.
| Year | DFNM | BGIG |
|---|---|---|
| 2026 | 1.29% | 0.73% |
| 2025 | 2.94% | 1.89% |
| 2024 | 2.74% | 2.02% |
| 2023 | 2.39% | 0.78% |
| 2022 | 1.16% | 0.00% |
| 2021 | 0.05% | 0.00% |
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