ITM vs DFSU

Comparison between VANECK INTERMEDIATE MUNI ETF (ITM, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).

ITM vs DFSU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ITM(ETF)	DFSU(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.18%	0.15%
Max Drawdown	24.75%	20.33%
Sharpe Ratio	1.00	1.30
5Y Beta	0.02	0.99
P/E Ratio	N/A	24.59
Forward P/E	N/A	18.70
5Y Dividends CAGR	5.87%	N/A
5Y EPS CAGR	N/A	25.32%
P/S Ratio	N/A	2.29
P/B Ratio	N/A	4.45

Net Assets

ITM

$2.20B

DFSU

$2.20B

Expense Ratio

ITM

0.18%

Winner

DFSU

0.15%

Max Drawdown

ITM

24.75%

Winner

DFSU

20.33%

Sharpe Ratio

ITM

1.00

Winner

DFSU

1.30

5Y Beta

Winner

ITM

0.02

DFSU

0.99

P/E Ratio

ITM

N/A

DFSU

24.59

Forward P/E

ITM

N/A

DFSU

18.70

5Y Dividends CAGR

ITM

5.87%

DFSU

N/A

5Y EPS CAGR

ITM

N/A

DFSU

25.32%

P/S Ratio

ITM

N/A

DFSU

2.29

P/B Ratio

ITM

N/A

DFSU

4.45

ITM vs DFSU - Historical Returns

Returns include dividend reinvestment.

Period	ITM	DFSU
1 month	+1.26%	-0.47%
3 months	+1.43%	+10.99%
6 months	+0.83%	+4.68%
1 year	+6.69%	+21.22%
5 years(CAGR)	+0.51%	N/A
10 years(CAGR)	+1.64%	N/A
Max(CAGR)	+2.81%	+19.52%

Winner

ITM

+1.26%

DFSU

-0.47%

ITM

+1.43%

Winner

DFSU

+10.99%

ITM

+0.83%

Winner

DFSU

+4.68%

ITM

+6.69%

Winner

DFSU

+21.22%

5Y(CAGR)

ITM

+0.51%

DFSU

N/A

10Y(CAGR)

ITM

+1.64%

DFSU

N/A

Max(CAGR)

ITM

+2.81%

Winner

DFSU

+19.52%

ITM vs DFSU - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	ITM	DFSU
2026	+0.76%	+5.61%
2025	+4.97%	+15.92%
2024	+0.74%	+23.88%
2023	+5.53%	+26.67%
2022	-9.24%	+0.65%
2021	+0.24%	N/A
2020	+5.85%	N/A
2019	+8.25%	N/A
2018	+0.17%	N/A
2017	+5.09%	N/A
2016	-2.23%	N/A
2015	+2.45%	N/A
2014	+8.63%	N/A
2013	-5.46%	N/A
2012	+4.79%	N/A
2011	+10.69%	N/A
2010	+0.24%	N/A
2009	+8.41%	N/A
2008	+2.39%	N/A
2007	+1.17%	N/A

ITM vs DFSU Drawdown Comparison

The maximum drawdown for ITM was -24.75%, occurring on Mar 19, 2020. Recovery took 100 trading sessions.

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

The current ITM drawdown is -1.14%. The current DFSU drawdown is -2.10%.

Rank	ITM	DFSU
#1	-24.75% Mar 9, 2020 - Jul 30, 2020	-19.88% Dec 4, 2024 - Jul 1, 2025
#2	-16.23% Sep 25, 2008 - Aug 26, 2009	-11.40% Jul 31, 2023 - Dec 8, 2023
#3	-15.11% Jul 20, 2021 - Nov 11, 2025	-10.12% Jan 12, 2026 - Apr 17, 2026
#4	-11.62% Nov 30, 2012 - Oct 9, 2014	-9.51% Feb 2, 2023 - Jun 8, 2023
#5	-9.75% Aug 26, 2010 - Aug 11, 2011	-8.14% Jul 16, 2024 - Aug 23, 2024
#6	-8.02% Jul 6, 2016 - Feb 26, 2019	-7.36% Dec 1, 2022 - Jan 26, 2023
#7	-4.50% Jan 30, 2015 - Dec 24, 2015	-6.25% Mar 28, 2024 - May 15, 2024
#8	-4.03% Sep 11, 2008 - Sep 25, 2008	-5.18% Oct 28, 2025 - Dec 3, 2025
#9	-3.43% Feb 27, 2026 - Mar 26, 2026	-4.70% Aug 30, 2024 - Sep 19, 2024
#10	-3.43% Oct 2, 2009 - May 21, 2010	-3.48% Jun 4, 2026 - Jun 10, 2026
#11	-3.30% Feb 1, 2012 - May 8, 2012	-3.22% Oct 8, 2025 - Oct 24, 2025
#12	-3.09% Sep 23, 2011 - Dec 7, 2011	-3.19% Nov 2, 2022 - Nov 10, 2022
#13	-2.72% Feb 1, 2008 - Apr 21, 2008	-2.93% Jul 28, 2025 - Aug 12, 2025
#14	-2.50% Feb 12, 2021 - Jul 7, 2021	-2.87% Oct 18, 2024 - Nov 6, 2024
#15	-2.45% Oct 15, 2014 - Jan 12, 2015	-2.70% Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between ITM and DFSU is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2007 - 2026)

ITM vs DFSU dividend yield comparison.

Year	ITM	DFSU
2026	1.22%	0.44%
2025	2.86%	0.85%
2024	2.73%	0.96%
2023	2.40%	1.03%
2022	1.92%	0.21%
2021	1.70%	0.00%
2020	2.13%	0.00%
2019	2.44%	0.00%
2018	1.47%	0.00%
2017	1.10%	0.00%
2016	1.14%	0.00%
2015	1.14%	0.00%
2014	1.21%	0.00%
2013	1.32%	0.00%
2012	1.32%	0.00%
2011	1.61%	0.00%
2010	1.82%	0.00%
2009	1.80%	0.00%
2008	7.44%	0.00%
2007	0.54%	0.00%