DFNM vs USCL
Comparison between DIMENSIONAL NATIONAL MUNICIPAL BOND ETF (DFNM, ETF) and ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF).
DFNM vs USCL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFNM
$2.10B
USCL
$2.10B
Expense Ratio
DFNM
0.17%
Winner
USCL
0.08%
Max Drawdown
Winner
DFNM
8.40%
USCL
19.23%
Sharpe Ratio
DFNM
0.67
Winner
USCL
1.55
5Y Beta
Winner
DFNM
0.00
USCL
0.95
P/E Ratio
DFNM
N/A
USCL
27.44
Forward P/E
DFNM
N/A
USCL
21.99
5Y EPS CAGR
DFNM
N/A
USCL
24.48%
Debt to Equity
DFNM
N/A
USCL
16.27%
P/S Ratio
DFNM
N/A
USCL
4.17
P/B Ratio
DFNM
N/A
USCL
5.23
DFNM vs USCL - Historical Returns
Returns include dividend reinvestment.
1M
DFNM
+0.37%
Winner
USCL
+8.10%
3M
DFNM
-0.19%
Winner
USCL
+5.02%
6M
DFNM
+1.49%
Winner
USCL
+6.19%
1Y
DFNM
+5.07%
Winner
USCL
+24.18%
5Y(CAGR)
DFNM
+1.40%
USCL
N/A
Max(CAGR)
DFNM
+1.40%
Winner
USCL
+20.22%
DFNM vs USCL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | DFNM | USCL |
|---|---|---|
| 2026 | +0.97% | +4.82% |
| 2025 | +3.78% | +14.58% |
| 2024 | +1.36% | +27.52% |
| 2023 | +3.88% | +12.72% |
| 2022 | -3.96% | N/A |
| 2021 | +0.47% | N/A |
DFNM vs USCL Drawdown Comparison
The maximum drawdown for DFNM was -6.99%, occurring on Oct 31, 2022. Recovery took 637 trading sessions.
The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current DFNM drawdown is -0.67%.
| Rank | DFNM | USCL |
|---|---|---|
| #1 | -6.99% Dec 30, 2021 - Jul 16, 2024 | -18.99% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -2.79% Mar 3, 2025 - Sep 4, 2025 | -10.24% Jan 12, 2026 - Apr 17, 2026 |
| #3 | -1.84% Feb 27, 2026 - Mar 26, 2026 | -10.00% Jul 31, 2023 - Nov 30, 2023 |
| #4 | -1.41% Oct 2, 2024 - Dec 2, 2024 | -8.58% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -1.33% Dec 6, 2024 - Feb 25, 2025 | -5.61% Oct 28, 2025 - Dec 24, 2025 |
| #6 | -0.43% Aug 5, 2024 - Sep 3, 2024 | -5.42% Mar 28, 2024 - May 15, 2024 |
| #7 | -0.24% Sep 22, 2025 - Oct 8, 2025 | -4.69% Dec 11, 2024 - Jan 30, 2025 |
| #8 | -0.21% Nov 11, 2025 - Nov 20, 2025 | -2.57% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -0.20% Nov 30, 2021 - Dec 20, 2021 | -2.45% Jun 15, 2023 - Jun 30, 2023 |
| #10 | -0.19% Oct 22, 2025 - Nov 11, 2025 | -2.44% Jul 25, 2025 - Aug 13, 2025 |
| #11 | -0.18% Jan 16, 2026 - Jan 28, 2026 | -2.39% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -0.13% Jul 30, 2024 - Aug 1, 2024 | -2.19% Nov 11, 2024 - Nov 26, 2024 |
| #13 | -0.13% Sep 17, 2024 - Sep 25, 2024 | -1.82% Jan 29, 2024 - Feb 2, 2024 |
| #14 | -0.12% Jul 18, 2024 - Jul 30, 2024 | -1.81% Dec 28, 2023 - Jan 10, 2024 |
| #15 | -0.12% Dec 1, 2025 - Dec 15, 2025 | -1.68% Sep 22, 2025 - Oct 6, 2025 |
Correlation
Correlation between DFNM and USCL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2021 - 2026)
DFNM vs USCL dividend yield comparison.
| Year | DFNM | USCL |
|---|---|---|
| 2026 | 0.78% | 0.28% |
| 2025 | 2.94% | 1.10% |
| 2024 | 2.74% | 1.18% |
| 2023 | 2.39% | 0.85% |
| 2022 | 1.16% | 0.00% |
| 2021 | 0.05% | 0.00% |
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