ROBT vs DFCA

Comparison between FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETF (ROBT, ETF) and DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA, ETF).

ROBT vs DFCA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROBT(ETF)	DFCA(ETF)
Net Assets	$676M	$678M
Expense Ratio	0.65%	0.19%
Max Drawdown	44.61%	4.35%
Sharpe Ratio	0.79	0.75
5Y Beta	1.36	0.02
P/E Ratio	-81706.11	N/A
Forward P/E	26.70	N/A
5Y Dividends CAGR	17.51%	N/A
P/S Ratio	1.78	N/A
P/B Ratio	5.00	N/A

Net Assets

ROBT

$676M

Winner

DFCA

$678M

Expense Ratio

ROBT

0.65%

Winner

DFCA

0.19%

Max Drawdown

ROBT

44.61%

Winner

DFCA

4.35%

Sharpe Ratio

Winner

ROBT

0.79

DFCA

0.75

5Y Beta

ROBT

1.36

Winner

DFCA

0.02

P/E Ratio

ROBT

-81706.11

DFCA

N/A

Forward P/E

ROBT

26.70

DFCA

N/A

5Y Dividends CAGR

ROBT

17.51%

DFCA

N/A

P/S Ratio

ROBT

1.78

DFCA

N/A

P/B Ratio

ROBT

5.00

DFCA

N/A

ROBT vs DFCA - Historical Returns

Returns include dividend reinvestment.

Period	ROBT	DFCA
1 month	+4.75%	+0.37%
3 months	+11.80%	-0.01%
6 months	+3.35%	+1.39%
1 year	+22.35%	+4.87%
5 years(CAGR)	+1.07%	N/A
10 years(CAGR)	+8.03%	N/A
Max(CAGR)	+8.03%	+2.78%

Winner

ROBT

+4.75%

DFCA

+0.37%

Winner

ROBT

+11.80%

DFCA

-0.01%

Winner

ROBT

+3.35%

DFCA

+1.39%

Winner

ROBT

+22.35%

DFCA

+4.87%

5Y(CAGR)

ROBT

+1.07%

DFCA

N/A

10Y(CAGR)

ROBT

+8.03%

DFCA

N/A

Max(CAGR)

Winner

ROBT

+8.03%

DFCA

+2.78%

ROBT vs DFCA - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	ROBT	DFCA
2026	+5.91%	+1.02%
2025	+15.34%	+2.96%
2024	+2.49%	+1.71%
2023	+26.95%	+2.59%
2022	-35.40%	N/A
2021	+10.39%	N/A
2020	+44.44%	N/A
2019	+33.76%	N/A
2018	-13.97%	N/A

ROBT vs DFCA Drawdown Comparison

The maximum drawdown for ROBT was -44.47%, occurring on Oct 14, 2022. Recovery took 1329 trading sessions.

The maximum drawdown for DFCA was -3.28%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.

The current ROBT drawdown is -7.83%. The current DFCA drawdown is -0.51%.

Rank	ROBT	DFCA
#1	-44.47% Feb 12, 2021 - Jun 1, 2026	-3.28% Feb 28, 2025 - Sep 8, 2025
#2	-37.13% Feb 12, 2020 - Jul 6, 2020	-3.07% Jul 26, 2023 - Nov 29, 2023
#3	-25.09% Sep 14, 2018 - Apr 10, 2019	-1.77% Feb 27, 2026 - Mar 27, 2026
#4	-9.38% Jul 24, 2019 - Dec 13, 2019	-1.63% Dec 6, 2024 - Feb 28, 2025
#5	-9.34% May 3, 2019 - Jul 24, 2019	-1.27% Mar 7, 2024 - Jul 5, 2024
#6	-8.89% Sep 2, 2020 - Oct 9, 2020	-1.13% Oct 1, 2024 - Nov 27, 2024
#7	-8.66% Mar 12, 2018 - Aug 9, 2018	-0.60% Jan 8, 2024 - Jan 31, 2024
#8	-7.83% Jun 2, 2026 - Jun 5, 2026	-0.57% Feb 1, 2024 - Mar 5, 2024
#9	-6.76% Oct 13, 2020 - Nov 5, 2020	-0.42% Aug 5, 2024 - Sep 4, 2024
#10	-5.19% Jan 27, 2021 - Feb 5, 2021	-0.37% Nov 28, 2025 - Dec 19, 2025
#11	-4.19% Jan 23, 2020 - Feb 6, 2020	-0.37% Sep 22, 2025 - Oct 13, 2025
#12	-3.24% Feb 26, 2018 - Mar 6, 2018	-0.28% Jul 19, 2024 - Jul 26, 2024
#13	-2.26% Jul 20, 2020 - Jul 29, 2020	-0.22% Dec 29, 2023 - Jan 8, 2024
#14	-2.24% Aug 29, 2018 - Sep 14, 2018	-0.22% Nov 11, 2025 - Nov 19, 2025
#15	-2.00% Aug 9, 2018 - Aug 21, 2018	-0.20% Oct 24, 2025 - Nov 10, 2025