DFNM vs DFSU

Comparison between DIMENSIONAL NATIONAL MUNICIPAL BOND ETF (DFNM, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).

DFNM vs DFSU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFNM(ETF)	DFSU(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.17%	0.15%
Max Drawdown	8.40%	20.33%
Sharpe Ratio	0.07	1.32
5Y Beta	0.01	0.98
P/E Ratio	N/A	24.18
Forward P/E	N/A	19.19
5Y EPS CAGR	N/A	26.09%
P/S Ratio	N/A	2.39
P/B Ratio	N/A	4.59

Net Assets

DFNM

$2.20B

DFSU

$2.20B

Expense Ratio

DFNM

0.17%

Winner

DFSU

0.15%

Max Drawdown

Winner

DFNM

8.40%

DFSU

20.33%

Sharpe Ratio

DFNM

0.07

Winner

DFSU

1.32

5Y Beta

Winner

DFNM

0.01

DFSU

0.98

P/E Ratio

DFNM

N/A

DFSU

24.18

Forward P/E

DFNM

N/A

DFSU

19.19

5Y EPS CAGR

DFNM

N/A

DFSU

26.09%

P/S Ratio

DFNM

N/A

DFSU

2.39

P/B Ratio

DFNM

N/A

DFSU

4.59

DFNM vs DFSU - Historical Returns

Returns include dividend reinvestment.

Period	DFNM	DFSU
1 month	-0.64%	+3.82%
3 months	-0.13%	+7.54%
6 months	-0.18%	+10.78%
1 year	+3.96%	+22.80%
5 years(CAGR)	+1.31%	N/A
Max(CAGR)	+1.31%	+20.91%

DFNM

-0.64%

Winner

DFSU

+3.82%

DFNM

-0.13%

Winner

DFSU

+7.54%

DFNM

-0.18%

Winner

DFSU

+10.78%

DFNM

+3.96%

Winner

DFSU

+22.80%

5Y(CAGR)

DFNM

+1.31%

DFSU

N/A

Max(CAGR)

DFNM

+1.31%

Winner

DFSU

+20.91%

DFNM vs DFSU - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	DFNM	DFSU
2026	+0.88%	+12.74%
2025	+3.78%	+15.92%
2024	+1.36%	+23.88%
2023	+3.88%	+26.67%
2022	-3.96%	+0.65%
2021	+0.47%	N/A

DFNM vs DFSU Drawdown Comparison

The maximum drawdown for DFNM was -6.99%, occurring on Oct 31, 2022. Recovery took 637 trading sessions.

The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.

The current DFNM drawdown is -0.78%.

Rank	DFNM	DFSU
#1	-6.99% Dec 30, 2021 - Jul 16, 2024	-19.88% Dec 4, 2024 - Jul 1, 2025
#2	-2.79% Mar 3, 2025 - Sep 4, 2025	-11.40% Jul 31, 2023 - Dec 8, 2023
#3	-1.84% Feb 27, 2026 - Jul 2, 2026	-10.12% Jan 12, 2026 - Apr 17, 2026
#4	-1.41% Oct 2, 2024 - Dec 2, 2024	-9.51% Feb 2, 2023 - Jun 8, 2023
#5	-1.40% Jul 2, 2026 - Jul 23, 2026	-8.14% Jul 16, 2024 - Aug 23, 2024
#6	-1.33% Dec 6, 2024 - Feb 25, 2025	-7.36% Dec 1, 2022 - Jan 26, 2023
#7	-0.43% Aug 5, 2024 - Sep 3, 2024	-6.25% Mar 28, 2024 - May 15, 2024
#8	-0.24% Sep 22, 2025 - Oct 8, 2025	-5.18% Oct 28, 2025 - Dec 3, 2025
#9	-0.21% Nov 11, 2025 - Nov 20, 2025	-4.70% Aug 30, 2024 - Sep 19, 2024
#10	-0.20% Nov 30, 2021 - Dec 20, 2021	-3.48% Jun 4, 2026 - Jul 1, 2026
#11	-0.19% Oct 22, 2025 - Nov 11, 2025	-3.22% Oct 8, 2025 - Oct 24, 2025
#12	-0.18% Jan 16, 2026 - Jan 28, 2026	-3.19% Nov 2, 2022 - Nov 10, 2022
#13	-0.13% Jul 30, 2024 - Aug 1, 2024	-2.93% Jul 28, 2025 - Aug 12, 2025
#14	-0.13% Sep 17, 2024 - Sep 25, 2024	-2.87% Oct 18, 2024 - Nov 6, 2024
#15	-0.12% Jul 18, 2024 - Jul 30, 2024	-2.70% Nov 11, 2024 - Nov 25, 2024