DMBS vs DFCA
Comparison between DOUBLELINE MORTGAGE ETF (DMBS, ETF) and DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA, ETF).
DMBS vs DFCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DMBS
$690M
DFCA
$687M
Expense Ratio
DMBS
0.39%
Winner
DFCA
0.19%
Max Drawdown
DMBS
9.85%
Winner
DFCA
4.35%
Sharpe Ratio
Winner
DMBS
0.61
DFCA
0.59
5Y Beta
DMBS
0.04
Winner
DFCA
0.02
DMBS vs DFCA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DMBS
+1.49%
DFCA
+0.93%
3M
DMBS
+0.15%
Winner
DFCA
+0.54%
6M
DMBS
+0.77%
Winner
DFCA
+1.40%
1Y
Winner
DMBS
+6.29%
DFCA
+4.92%
Max(CAGR)
Winner
DMBS
+3.94%
DFCA
+2.78%
DMBS vs DFCA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | DMBS | DFCA |
|---|---|---|
| 2026 | +1.02% | +1.13% |
| 2025 | +8.59% | +2.96% |
| 2024 | +2.75% | +1.71% |
| 2023 | +1.31% | +2.59% |
DMBS vs DFCA Drawdown Comparison
The maximum drawdown for DMBS was -8.13%, occurring on Oct 25, 2023. Recovery took 175 trading sessions.
The maximum drawdown for DFCA was -3.28%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.
The current DMBS drawdown is -1.27%. The current DFCA drawdown is -0.40%.
| Rank | DMBS | DFCA |
|---|---|---|
| #1 | -8.13% Apr 5, 2023 - Dec 14, 2023 | -3.28% Feb 28, 2025 - Sep 8, 2025 |
| #2 | -4.88% Sep 16, 2024 - Apr 3, 2025 | -3.07% Jul 26, 2023 - Nov 29, 2023 |
| #3 | -4.17% Dec 27, 2023 - Jul 11, 2024 | -1.77% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -3.20% Feb 27, 2026 - May 19, 2026 | -1.63% Dec 6, 2024 - Feb 28, 2025 |
| #5 | -3.09% Apr 4, 2025 - Jun 26, 2025 | -1.27% Mar 7, 2024 - Jul 5, 2024 |
| #6 | -1.16% Jul 1, 2025 - Aug 1, 2025 | -1.13% Oct 1, 2024 - Nov 27, 2024 |
| #7 | -1.04% Aug 2, 2024 - Aug 21, 2024 | -0.60% Jan 8, 2024 - Jan 31, 2024 |
| #8 | -0.91% Sep 15, 2025 - Oct 14, 2025 | -0.57% Feb 1, 2024 - Mar 5, 2024 |
| #9 | -0.85% Oct 28, 2025 - Nov 25, 2025 | -0.42% Aug 5, 2024 - Sep 4, 2024 |
| #10 | -0.78% Nov 26, 2025 - Dec 18, 2025 | -0.37% Nov 28, 2025 - Dec 19, 2025 |
| #11 | -0.63% Jul 17, 2024 - Jul 29, 2024 | -0.37% Sep 22, 2025 - Oct 13, 2025 |
| #12 | -0.62% Jan 14, 2026 - Feb 5, 2026 | -0.28% Jul 19, 2024 - Jul 26, 2024 |
| #13 | -0.50% Dec 14, 2023 - Dec 20, 2023 | -0.22% Dec 29, 2023 - Jan 8, 2024 |
| #14 | -0.44% Aug 27, 2024 - Sep 4, 2024 | -0.22% Nov 11, 2025 - Nov 19, 2025 |
| #15 | -0.42% Aug 13, 2025 - Aug 22, 2025 | -0.20% Oct 24, 2025 - Nov 10, 2025 |
Correlation
Correlation between DMBS and DFCA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2023 - 2026)
DMBS vs DFCA dividend yield comparison.
| Year | DMBS | DFCA |
|---|---|---|
| 2026 | 2.17% | 0.92% |
| 2025 | 4.96% | 2.86% |
| 2024 | 4.97% | 2.86% |
| 2023 | 2.82% | 1.24% |
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