VTEC vs DFGP
Comparison between VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF ETF SHARES (VTEC, ETF) and DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP, ETF).
VTEC vs DFGP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VTEC
$2.20B
Winner
DFGP
$2.30B
Expense Ratio
Winner
VTEC
0.06%
DFGP
0.22%
Max Drawdown
Winner
VTEC
5.70%
DFGP
5.75%
Sharpe Ratio
Winner
VTEC
0.86
DFGP
0.43
5Y Beta
Winner
VTEC
0.04
DFGP
0.06
VTEC vs DFGP - Historical Returns
Returns include dividend reinvestment.
1M
VTEC
+0.29%
Winner
DFGP
+0.33%
3M
VTEC
-0.55%
Winner
DFGP
+0.05%
6M
Winner
VTEC
+1.13%
DFGP
+1.09%
1Y
Winner
VTEC
+6.28%
DFGP
+5.92%
Max(CAGR)
VTEC
+2.60%
Winner
DFGP
+6.81%
VTEC vs DFGP - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | VTEC | DFGP |
|---|---|---|
| 2026 | +0.48% | +1.12% |
| 2025 | +3.86% | +5.82% |
| 2024 | +1.42% | +4.20% |
| 2023 | N/A | +6.24% |
VTEC vs DFGP Drawdown Comparison
The maximum drawdown for VTEC was -4.50%, occurring on Apr 8, 2025. Recovery took 190 trading sessions.
The maximum drawdown for DFGP was -3.24%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current VTEC drawdown is -1.28%. The current DFGP drawdown is -1.01%.
| Rank | VTEC | DFGP |
|---|---|---|
| #1 | -4.50% Dec 2, 2024 - Sep 8, 2025 | -3.24% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -2.85% Feb 27, 2026 - Mar 27, 2026 | -3.04% Sep 16, 2024 - Feb 26, 2025 |
| #3 | -2.43% Feb 1, 2024 - Aug 1, 2024 | -2.71% Mar 3, 2025 - Jun 4, 2025 |
| #4 | -2.13% Oct 1, 2024 - Dec 2, 2024 | -2.27% Mar 28, 2024 - Jun 4, 2024 |
| #5 | -0.79% Aug 6, 2024 - Sep 5, 2024 | -1.92% Feb 1, 2024 - Mar 27, 2024 |
| #6 | -0.47% Sep 17, 2025 - Oct 10, 2025 | -1.36% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -0.44% Nov 26, 2025 - Dec 24, 2025 | -1.31% Jun 25, 2024 - Jul 10, 2024 |
| #8 | -0.42% Nov 11, 2025 - Nov 26, 2025 | -1.14% Oct 27, 2025 - Jan 29, 2026 |
| #9 | -0.34% Oct 29, 2025 - Nov 11, 2025 | -0.94% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -0.31% Jan 14, 2026 - Jan 30, 2026 | -0.89% Aug 2, 2024 - Aug 14, 2024 |
| #11 | -0.16% Sep 27, 2024 - Oct 1, 2024 | -0.88% Jun 6, 2024 - Jun 13, 2024 |
| #12 | -0.12% Sep 10, 2024 - Sep 13, 2024 | -0.62% Jul 16, 2024 - Jul 29, 2024 |
| #13 | -0.11% Sep 17, 2024 - Sep 26, 2024 | -0.61% Nov 8, 2023 - Nov 14, 2023 |
| #14 | -0.10% Sep 8, 2025 - Sep 10, 2025 | -0.59% Jun 4, 2025 - Jun 11, 2025 |
| #15 | -0.09% Sep 11, 2025 - Sep 15, 2025 | -0.56% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between VTEC and DFGP is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2023 - 2026)
VTEC vs DFGP dividend yield comparison.
| Year | VTEC | DFGP |
|---|---|---|
| 2026 | 1.03% | 0.00% |
| 2025 | 3.13% | 3.45% |
| 2024 | 2.54% | 4.51% |
| 2023 | 0.00% | 0.62% |
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