Compare · 2 funds side by side · dividends reinvested

PSDM and DFSD

PSDMPGIM×DFSDDimensional×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$11,738PSDM · best of the two

02 / 04

PSDM and DFSD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PGIM Short Duration Multi-SectoBonds & Cash · Short-term0.40%4.46%+1.2%+2.2%+5.5%[…]−1.2%1.7%$275M1.3

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.52%+0.9%+1.6%+5.0%[…]−1.7%2.1%$7.4B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PSDM 2023 · DFSD 2021

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Short Duration Fixed Income ETF · $7.4B[…]

DFSD

PSDM

PGIM Short Duration Multi-Secto · $275M[…]

$10,000 five years ago, dividends reinvested

DFSDMeasurePSDM

+0.9%Year to dateJan 1 → Nov 3+1.2%

+1.6%1 yearTotal return+2.2%

+5.0%3 years · per year$10,000 became $11,571 · $11,738+5.5%

[…]5 years · per year[…]

0.17%Expense ratio$17 · $40 a year on $10k · lower is better0.40%

4.52%Trailing 12-mo yield$452 · $446 a year on $10k4.46%

−1.7%Worst dropSmaller is better−1.2%

2.1%VolatilityLower is calmer1.7%

DFSDPSDM Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5PSDM wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFSD vs PSDM: Top 5 Holdings

Today

DFSD

[…]in top 5

PSDM

in top 55.5%

DFSDStockPSDM

not top 5PAAA4.1%

not top 5PCS1.3%

not top 5PHYL0.1%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

DFSD vs PSDM Returns, Every Period

DimensionalDFSD

+1.6%

past year

PSDMPGIM

+2.2%

past year

DFSDPSDMFaded: behind in that period

0–3PSDM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFSD vs PSDM

YTD

DimensionalDFSD

+0.9%

PSDMPGIM

+1.2%

+0.9%Year to date+1.2%

−1.7%Worst drop · 1Y−1.2%

2.1%Volatility · 1Y1.7%

4.5%Yield4.5%

$7.4BAssets$275M

3–0PSDM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSDM, DFSD

Today

0.17%lowest, DFSD

FundExpense ratioFee$10k

DFSD0.17%$17

PSDM0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PSDM, DFSD

4.52%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.52%$452

PSDM4.46%$446

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$435most kept, DFSD

DFSD$452 − $17 = $435

PSDM$446 − $40 = $406

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PSDM, DFSD

Today

[…]holdings […]

PSDMDFSD

PSDM—[…]

DFSD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.2%PSDM, at 1.7% volatility

PSDMWorst drop−1.2%1.7% vol

DFSDWorst drop−1.7%2.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFSDPSDM

+0.9%Year to date+1.2%

4.5%Yield4.5%

+1.6%Past year+2.2%

0.17%Fee0.40%

2–1PSDM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026