Compare · 3 funds side by side · dividends reinvested

CGSD, DFSD and VOO

CGSDCapital Group×DFSDDimensional×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

CGSD, DFSD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

Capital Group Short Duration Income ETFBonds & Cash · Short-term0.25%4.43%+1.3%+2.3%+5.2%[…]−1.3%1.7%$2.9B1.9

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.52%+0.9%+1.6%+5.0%[…]−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 3, 2026 · returns include dividends · since: CGSD 2022 · DFSD 2021 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Short Duration Income ETF · $2.9B[…]

CGSD

DFSD

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

$10,000 five years ago, dividends reinvested

CGSDMeasureDFSD

+1.3%Year to dateJan 1 → Nov 3+0.9%

+2.3%1 yearTotal return+1.6%

+5.2%3 years · per year$10,000 became $11,635 · $11,571+5.0%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $17 a year on $10k · lower is better0.17%

4.43%Trailing 12-mo yield$443 · $452 a year on $10k4.52%

−1.3%Worst dropSmaller is better−1.7%

1.7%VolatilityLower is calmer2.1%

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

5–2CGSD wins

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

More Ways to See the Pairs

CGSD vs DFSD: Top 5 Holdings

Today

CGSD

[…]in top 5

DFSD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

CGSD vs DFSD Returns, Every Period

Capital GroupCGSD

+2.3%

past year

DFSDDimensional

+1.6%

past year

CGSDDFSDFaded: behind in that period

3–0CGSD wins

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

CGSD vs DFSD

YTD

Capital GroupCGSD

+1.3%

DFSDDimensional

+0.9%

+1.3%Year to date+0.9%

−1.3%Worst drop · 1Y−1.7%

1.7%Volatility · 1Y2.1%

4.4%Yield4.5%

$2.9BAssets$7.4B

3–1CGSD wins

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

Cost, Income and Risk

Fees: CGSD, DFSD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFSD0.17%$17

CGSD0.25%$25

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

Yields: CGSD, DFSD, VOO

4.52%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.52%$452

CGSD4.43%$443

VOO1.07%$107

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

Income After Fees on $10,000

$435most kept, DFSD

DFSD$452 − $17 = $435

CGSD$443 − $25 = $418

VOO$107 − $3 = $104

KeptFee

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

Overlap: CGSD, DFSD, VOO

Today

[…]holdings […]

CGSDDFSDVOO

CGSD—[…][…]

DFSD[…]—[…]

VOO[…][…]—

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

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

CGSDWorst drop−1.3%1.7% vol

DFSDWorst drop−1.7%2.1% vol

VOOWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

DFSDVOO

+0.9%Year to date+11.5%

4.5%Yield1.1%

+1.6%Past year+11.9%

0.17%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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