Compare · 3 funds side by side · dividends reinvested

AVSF, DFSD and SGOV

AVSFAvantis×DFSDDimensional×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

AVSF, DFSD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.5

Avantis Short-Term Fixed Income ETFBonds & Cash · Short-term0.15%4.36%+1.3%+2.1%+5.0%+2.1%−1.6%2.1%$638M2.1

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.3%+2.1%+5.2%[…]−1.7%2.1%$7.4B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AVSF 2020 · DFSD 2021 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Short-Term Fixed Income ETF · $638M$11,111

AVSF

DFSD

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

$10,000 five years ago, dividends reinvested

AVSFMeasureDFSD

+1.3%Year to dateJan 1 → Nov 5+1.3%

+2.1%1 yearTotal return+2.1%

+5.0%3 years · per year$10,000 became $11,578 · $11,637+5.2%

+2.1%5 years · per year$10,000 became $11,111 · […][…]

0.15%Expense ratio$15 · $17 a year on $10k · lower is better0.17%

4.36%Trailing 12-mo yield$436 · $450 a year on $10k4.50%

−1.6%Worst dropSmaller is better−1.7%

2.1%VolatilityLower is calmer2.1%

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

2–2Level

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

More Ways to See the Pairs

AVSF vs DFSD: Top 5 Holdings

Today

AVSF

[…]in top 5

DFSD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

AVSF vs DFSD Returns, Every Period

AvantisAVSF

+2.1%

past year

DFSDDimensional

+2.1%

past year

AVSFDFSDFaded: behind in that period

0–1DFSD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AVSF vs DFSD

YTD

AvantisAVSF

+1.3%

DFSDDimensional

+1.3%

+1.3%Year to date+1.3%

−1.6%Worst drop · 1Y−1.7%

2.1%Volatility · 1Y2.1%

4.4%Yield4.5%

$638MAssets$7.4B

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVSF, DFSD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

AVSF0.15%$15

DFSD0.17%$17

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AVSF, DFSD, SGOV

4.50%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.50%$450

AVSF4.36%$436

SGOV3.63%$363

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

AVSF$436 − $15 = $421

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AVSF, DFSD, SGOV

Today

[…]holdings […]

AVSFDFSDSGOV

AVSF—[…][…]

DFSD[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

AVSFWorst drop−1.6%2.1% vol

DFSDWorst drop−1.7%2.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFSDSGOV

+1.3%Year to date+3.1%

4.5%Yield3.6%

+2.1%Past year+3.7%

0.17%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026