Compare · 2 funds side by side · dividends reinvested

AVSF and DFSD

AVSFAvantis×DFSDDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,056AVSF · best of the two

02 / 04

AVSF and DFSD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis Short-Term Fixed Income ETFBonds & Cash · Short-term0.15%3.99%+0.8%+1.7%+4.8%+2.0%−1.6%2.0%$637M1.4

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.52%+0.9%+1.6%+5.0%[…]−1.7%2.1%$7.4B1.6

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: AVSF 2020 · DFSD 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSD

AVSF

Avantis Short-Term Fixed Income ETF · $637M$11,056

$10,000 five years ago, dividends reinvested

DFSDMeasureAVSF

+0.9%Year to dateJan 1 → Nov 3+0.8%

+1.6%1 yearTotal return+1.7%

+5.0%3 years · per year$10,000 became $11,571 · $11,510+4.8%

[…]5 years · per year$10,000 became […] · $11,056+2.0%

0.17%Expense ratio$17 · $15 a year on $10k · lower is better0.15%

4.52%Trailing 12-mo yield$452 · $399 a year on $10k3.99%

−1.7%Worst dropSmaller is better−1.6%

2.1%VolatilityLower is calmer2.0%

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

3–4AVSF 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 AVSF: Top 5 Holdings

Today

DFSD

[…]in top 5

AVSF

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DFSD vs AVSF Returns, Every Period

DimensionalDFSD

+1.6%

past year

AVSFAvantis

+1.7%

past year

DFSDAVSFFaded: behind in that period

2–1DFSD wins

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

DFSD vs AVSF

YTD

DimensionalDFSD

+0.9%

AVSFAvantis

+0.8%

+0.9%Year to date+0.8%

−1.7%Worst drop · 1Y−1.6%

2.1%Volatility · 1Y2.0%

4.5%Yield4.0%

$7.4BAssets$637M

2–2level

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

Cost, Income and Risk

Fees: AVSF, DFSD

Today

0.15%lowest, AVSF

FundExpense ratioFee$10k

AVSF0.15%$15

DFSD0.17%$17

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

Yields: AVSF, DFSD

4.52%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.52%$452

AVSF3.99%$399

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

Income After Fees on $10,000

$435most kept, DFSD

DFSD$452 − $17 = $435

AVSF$399 − $15 = $384

KeptFee

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

Overlap: AVSF, DFSD

Today

[…]holdings […]

AVSFDFSD

AVSF—[…]

DFSD[…]—

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

Return vs Bumpiness: 2 ETFs

+1.7%AVSF, at 2.0% volatility

AVSFWorst drop−1.6%2.0% 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

DFSDAVSF

+0.9%Year to date+0.8%

4.5%Yield4.0%

+1.6%Past year+1.7%

0.17%Fee0.15%

2–2level

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