SPPP vs DFCA
Comparison between Sprott Physical Platinum and Palladium Trust (SPPP, ETF) and DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA, ETF).
SPPP vs DFCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPPP
$688M
DFCA
$687M
Expense Ratio
SPPP
N/A
DFCA
0.19%
Max Drawdown
SPPP
59.09%
Winner
DFCA
4.35%
Sharpe Ratio
SPPP
0.52
Winner
DFCA
0.59
5Y Beta
SPPP
0.63
Winner
DFCA
0.02
SPPP vs DFCA - Historical Returns
Returns include dividend reinvestment.
1M
SPPP
-11.82%
Winner
DFCA
+0.93%
3M
SPPP
-14.68%
Winner
DFCA
+0.54%
6M
SPPP
-18.01%
Winner
DFCA
+1.40%
1Y
Winner
SPPP
+17.09%
DFCA
+4.92%
5Y(CAGR)
SPPP
-5.53%
DFCA
N/A
10Y(CAGR)
SPPP
+7.83%
DFCA
N/A
Max(CAGR)
SPPP
+2.29%
Winner
DFCA
+2.78%
SPPP vs DFCA - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SPPP | DFCA |
|---|---|---|
| 2026 | -22.82% | +1.13% |
| 2025 | +87.11% | +2.96% |
| 2024 | -10.56% | +1.71% |
| 2023 | -24.98% | +2.59% |
| 2022 | +0.22% | N/A |
| 2021 | -21.51% | N/A |
| 2020 | +23.75% | N/A |
| 2019 | +46.09% | N/A |
| 2018 | +3.64% | N/A |
| 2017 | +29.36% | N/A |
| 2016 | +15.00% | N/A |
| 2015 | -29.03% | N/A |
| 2014 | -2.47% | N/A |
| 2013 | -12.06% | N/A |
| 2012 | +0.91% | N/A |
SPPP vs DFCA Drawdown Comparison
The maximum drawdown for SPPP was -59.09%, occurring on Feb 9, 2024. Recovery took 1180 trading sessions.
The maximum drawdown for DFCA was -3.28%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.
The current SPPP drawdown is -40.52%. The current DFCA drawdown is -0.40%.
| Rank | SPPP | DFCA |
|---|---|---|
| #1 | -59.09% May 11, 2021 - Jan 22, 2026 | -3.28% Feb 28, 2025 - Sep 8, 2025 |
| #2 | -50.42% Feb 27, 2020 - Apr 1, 2021 | -3.07% Jul 26, 2023 - Nov 29, 2023 |
| #3 | -49.16% Feb 14, 2013 - Jan 18, 2019 | -1.77% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -42.21% Jan 23, 2026 - Jun 10, 2026 | -1.63% Dec 6, 2024 - Feb 28, 2025 |
| #5 | -18.43% Mar 20, 2019 - Sep 3, 2019 | -1.27% Mar 7, 2024 - Jul 5, 2024 |
| #6 | -9.98% Jan 22, 2020 - Feb 19, 2020 | -1.13% Oct 1, 2024 - Nov 27, 2024 |
| #7 | -8.56% Nov 1, 2019 - Dec 4, 2019 | -0.60% Jan 8, 2024 - Jan 31, 2024 |
| #8 | -6.79% Feb 26, 2019 - Mar 20, 2019 | -0.57% Feb 1, 2024 - Mar 5, 2024 |
| #9 | -5.89% Jan 18, 2019 - Feb 12, 2019 | -0.42% Aug 5, 2024 - Sep 4, 2024 |
| #10 | -5.80% Dec 16, 2019 - Dec 31, 2019 | -0.37% Nov 28, 2025 - Dec 19, 2025 |
| #11 | -3.77% Feb 21, 2020 - Feb 26, 2020 | -0.37% Sep 22, 2025 - Oct 13, 2025 |
| #12 | -3.52% Sep 24, 2019 - Oct 16, 2019 | -0.28% Jul 19, 2024 - Jul 26, 2024 |
| #13 | -3.30% Jan 17, 2020 - Jan 22, 2020 | -0.22% Dec 29, 2023 - Jan 8, 2024 |
| #14 | -3.10% Dec 31, 2012 - Jan 16, 2013 | -0.22% Nov 11, 2025 - Nov 19, 2025 |
| #15 | -2.55% Sep 4, 2019 - Sep 12, 2019 | -0.20% Oct 24, 2025 - Nov 10, 2025 |
Correlation
Correlation between SPPP and DFCA is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
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