Compare · 3 funds side by side · dividends reinvested

CCSB, DFSD and SGOV

CCSBCarbon Collective×DFSDDimensional×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

CCSB, 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%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.4

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.2%+2.0%+5.0%[…]−1.7%2.1%$7.4B1.7

Carbon Collective Short Duration Green Bond ETFBonds & Cash · Short-term0.51%4.44%+0.9%+1.8%[…][…]−3.2%5.7%$28M2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: CCSB 2024 · DFSD 2021 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Carbon Collective Short Duration Green Bond ETF · $28M[…]

CCSB

DFSD

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

$10,000 five years ago, dividends reinvested

CCSBMeasureDFSD

+0.9%Year to dateJan 1 → Nov 6+1.2%

+1.8%1 yearTotal return+2.0%

[…]3 years · per year$10,000 became […] · $11,573+5.0%

[…]5 years · per year[…]

0.51%Expense ratio$51 · $17 a year on $10k · lower is better0.17%

4.44%Trailing 12-mo yield$444 · $450 a year on $10k4.50%

−3.2%Worst dropSmaller is better−1.7%

5.7%VolatilityLower is calmer2.1%

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

0–6DFSD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CCSB vs DFSD: Top 5 Holdings

Today

CCSB

[…]in top 5

DFSD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CCSB vs DFSD Returns, Every Period

Carbon CollectiveCCSB

+1.8%

past year

DFSDDimensional

+2.0%

past year

CCSBDFSDFaded: behind in that period

0–2DFSD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CCSB vs DFSD

YTD

Carbon CollectiveCCSB

+0.9%

DFSDDimensional

+1.2%

+0.9%Year to date+1.2%

−3.2%Worst drop · 1Y−1.7%

5.7%Volatility · 1Y2.1%

4.4%Yield4.5%

$27.8MAssets$7.4B

4–0DFSD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CCSB, DFSD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

DFSD0.17%$17

CCSB0.51%$51

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CCSB, DFSD, SGOV

4.50%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.50%$450

CCSB4.44%$444

SGOV3.63%$363

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

CCSB$444 − $51 = $393

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CCSB, DFSD, SGOV

Today

[…]holdings […]

CCSBDFSDSGOV

CCSB—[…][…]

DFSD[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

DFSDWorst drop−1.7%2.1% vol

CCSBWorst drop−3.2%5.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFSDSGOV

+1.2%Year to date+3.2%

4.5%Yield3.6%

+2.0%Past year+3.8%

0.17%Fee0.09%

3–1SGOV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026