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DFNM vs DTCR

Comparison between DIMENSIONAL NATIONAL MUNICIPAL BOND ETF (DFNM, ETF) and GLOBAL X DATA CENTER & DIGITAL INFRASTRUCTURE ETF (DTCR, ETF).

5-Year PerformanceDTCR has outperformed DFNM, delivering a return of +14.5% compared to +1.5%

DFNM vs DTCR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DFNM
$2.10B
DTCR
$2.10B
Expense Ratio
Winner
DFNM
0.17%
DTCR
0.50%
Max Drawdown
Winner
DFNM
8.40%
DTCR
39.60%
Sharpe Ratio
DFNM
0.77
Winner
DTCR
2.38
5Y Beta
Winner
DFNM
0.01
DTCR
0.93
P/E Ratio
DFNM
N/A
DTCR
27.43
Forward P/E
DFNM
N/A
DTCR
32.40
PEG Ratio
DFNM
N/A
DTCR
0.07
5Y Dividends CAGR
DFNM
N/A
DTCR
54.60%
5Y EPS CAGR
DFNM
N/A
DTCR
18.68%
Debt to Equity
DFNM
N/A
DTCR
172.31%
P/S Ratio
DFNM
N/A
DTCR
2.70
P/B Ratio
DFNM
N/A
DTCR
6.36

DFNM vs DTCR - Historical Returns

Returns include dividend reinvestment.

1M
DFNM
+0.97%
Winner
DTCR
+1.87%
3M
DFNM
+1.68%
Winner
DTCR
+29.55%
6M
DFNM
+1.60%
Winner
DTCR
+48.05%
1Y
DFNM
+5.13%
Winner
DTCR
+67.38%
5Y(CAGR)
DFNM
+1.47%
Winner
DTCR
+14.49%
Max(CAGR)
DFNM
+1.47%
Winner
DTCR
+15.71%

DFNM vs DTCR - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearDFNMDTCR
2026+1.49%+41.41%
2025+3.78%+28.66%
2024+1.36%+15.68%
2023+3.88%+17.13%
2022-3.96%-30.34%
2021+0.47%+22.39%
2020N/A+5.80%

DFNM vs DTCR Drawdown Comparison

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

The maximum drawdown for DTCR was -38.98%, occurring on Oct 14, 2022. Recovery took 710 trading sessions.

The current DFNM drawdown is -0.17%. The current DTCR drawdown is -4.37%.

RankDFNMDTCR
#1-6.99%
Dec 30, 2021 - Jul 16, 2024
-38.98%
Dec 30, 2021 - Oct 28, 2024
#2-2.79%
Mar 3, 2025 - Sep 4, 2025
-24.96%
Feb 20, 2025 - Jul 17, 2025
#3-1.84%
Feb 27, 2026 - Mar 26, 2026
-12.89%
Oct 27, 2025 - Jan 6, 2026
#4-1.41%
Oct 2, 2024 - Dec 2, 2024
-12.86%
Feb 2, 2021 - Apr 23, 2021
#5-1.33%
Dec 6, 2024 - Feb 25, 2025
-12.06%
Sep 3, 2021 - Dec 28, 2021
#6-0.43%
Aug 5, 2024 - Sep 3, 2024
-12.02%
Feb 13, 2026 - Apr 10, 2026
#7-0.24%
Sep 22, 2025 - Oct 8, 2025
-8.61%
Oct 28, 2024 - Feb 11, 2025
#8-0.21%
Nov 11, 2025 - Nov 20, 2025
-7.43%
Jun 2, 2026 - Jun 22, 2026
#9-0.20%
Nov 30, 2021 - Dec 20, 2021
-6.93%
Jan 28, 2026 - Feb 11, 2026
#10-0.19%
Oct 22, 2025 - Nov 11, 2025
-6.65%
Apr 28, 2021 - Jun 2, 2021
#11-0.18%
Jan 16, 2026 - Jan 28, 2026
-6.20%
Jul 23, 2025 - Sep 11, 2025
#12-0.13%
Jul 30, 2024 - Aug 1, 2024
-5.29%
Nov 6, 2020 - Dec 31, 2020
#13-0.13%
Sep 17, 2024 - Sep 25, 2024
-4.37%
Jun 22, 2026 - Jun 24, 2026
#14-0.12%
Jul 18, 2024 - Jul 30, 2024
-4.37%
May 11, 2026 - May 26, 2026
#15-0.12%
Dec 1, 2025 - Dec 15, 2025
-3.24%
Oct 20, 2025 - Oct 24, 2025

Correlation

Correlation between DFNM and DTCR is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2020 - 2026)

DFNM vs DTCR dividend yield comparison.

YearDFNMDTCR
20261.29%0.00%
20252.94%1.10%
20242.74%1.72%
20232.39%1.18%
20221.16%2.57%
20210.05%1.27%
20200.00%0.30%

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