Compare · 3 funds side by side · dividends reinvested

DFGP, SGOV and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

DFGP, SGOV and AGG, 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%$117B1.5

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.6%4.1%$139B2.1

Dimensional - Global Core Plus Fixed Income ETFBonds & Cash · International0.23%4.81%+1.0%+0.9%[…][…]−3.9%4.5%$3.8B2.2

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFGP 2023 · SGOV 2020 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Global Core Plus Fixed Income ETF · $3.8B[…]

DFGP

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,091

$10,000 five years ago, dividends reinvested

DFGPMeasureSGOV

+1.0%Year to dateJan 1 → Nov 9+3.2%

+0.9%1 yearTotal return+3.8%

[…]3 years · per year$10,000 became […] · $11,417+4.5%

[…]5 years · per year$10,000 became […] · $12,091+3.9%

0.23%Expense ratio$23 · $9 a year on $10k · lower is better0.09%

4.81%Trailing 12-mo yield$481 · $363 a year on $10k3.63%

−3.9%Worst dropSmaller is better0.0%

4.5%VolatilityLower is calmer0.2%

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

1–5SGOV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFGP vs SGOV: Top 5 Holdings

Today

DFGP

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DFGP vs SGOV Returns, Every Period

DimensionalDFGP

+0.9%

past year

SGOViShares

+3.8%

past year

DFGPSGOVFaded: behind in that period

0–2SGOV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFGP vs AGG

YTD

DimensionalDFGP

+1.0%

AGGiShares

+0.0%

+1.0%Year to date+0.0%

−3.9%Worst drop · 1Y−4.6%

4.5%Volatility · 1Y4.1%

4.8%Yield4.1%

$3.8BAssets$139B

3–1DFGP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFGP, SGOV, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SGOV0.09%$9

DFGP0.23%$23

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFGP, SGOV, AGG

4.81%highest, DFGP

FundTrailing yieldYield$10k

DFGP4.81%$481

AGG4.12%$412

SGOV3.63%$363

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$458most kept, DFGP

DFGP$481 − $23 = $458

AGG$412 − $3 = $409

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFGP, SGOV, AGG

Today

[…]holdings […]

DFGPSGOVAGG

DFGP—[…][…]

SGOV[…]—[…]

AGG[…][…]—

End-of-day Nov 9, 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

AGGWorst drop−4.6%4.1% vol

DFGPWorst drop−3.9%4.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFGPSGOV

+1.0%Year to date+3.2%

4.8%Yield3.6%

+0.9%Past year+3.8%

0.23%Fee0.09%

3–1SGOV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.0%

+0.1%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026