Compare · 2 funds side by side · dividends reinvested

DFCF and SGOV

DFCFDimensional×SGOViShares×

Versus in desk

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

02 / 04

DFCF 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%$117B1.3

Dimensional - Core Fixed Income ETFBonds & Cash · Core aggregate0.18%4.47%−0.3%+0.3%+5.8%[…]−4.8%4.3%$11.7B1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFCF 2021 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Core Fixed Income ETF · $11.7B[…]

DFCF

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

DFCFMeasureSGOV

−0.3%Year to dateJan 1 → Nov 4+3.1%

+0.3%1 yearTotal return+3.7%

+5.8%3 years · per year$10,000 became $11,849 · $11,419+4.5%

[…]5 years · per year$10,000 became […] · $12,086+3.9%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

4.47%Trailing 12-mo yield$447 · $363 a year on $10k3.63%

−4.8%Worst dropSmaller is better0.0%

4.3%VolatilityLower is calmer0.2%

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

2–5SGOV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFCF vs SGOV: Top 5 Holdings

Today

DFCF

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

DFCF vs SGOV Returns, Every Period

DimensionalDFCF

+0.3%

past year

SGOViShares

+3.7%

past year

DFCFSGOVFaded: behind in that period

1–2SGOV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFCF vs SGOV

YTD

DimensionalDFCF

−0.3%

SGOViShares

+3.1%

−0.3%Year to date+3.1%

−4.8%Worst drop · 1Y+0.0%

4.3%Volatility · 1Y0.2%

4.5%Yield3.6%

$11.7BAssets$117B

3–1SGOV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFCF, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

DFCF0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFCF, SGOV

4.47%highest, DFCF

FundTrailing yieldYield$10k

DFCF4.47%$447

SGOV3.63%$363

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$429most kept, DFCF

DFCF$447 − $18 = $429

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFCF, SGOV

Today

[…]holdings […]

DFCFSGOV

DFCF—[…]

SGOV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

DFCFWorst drop−4.8%4.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFCFSGOV

−0.3%Year to date+3.1%

4.5%Yield3.6%

+0.3%Past year+3.7%

0.18%Fee0.09%

3–1SGOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026