Compare · 3 funds side by side · dividends reinvested

DFIP, GOVT and SGOV

DFIPDimensional×GOVTiShares×SGOViShares×

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

02 / 04

DFIP, GOVT 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%$117B1.5

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.32%−0.2%−0.5%+4.8%[…]−4.3%3.7%$1.1B2.0

iShares U.S. Treasury Bond ETFBonds & Cash · Treasuries0.05%3.78%−0.3%−0.0%+4.4%−0.6%−4.4%3.7%$43.2B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFIP 2021 · GOVT 2012 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

DFIP

GOVT

iShares U.S. Treasury Bond ETF · $43.2B$9,751

$10,000 five years ago, dividends reinvested

DFIPMeasureGOVT

−0.2%Year to dateJan 1 → Nov 5−0.3%

−0.5%1 yearTotal return−0.0%

+4.8%3 years · per year$10,000 became $11,505 · $11,368+4.4%

[…]5 years · per year$10,000 became […] · $9,699−0.6%

0.11%Expense ratio$11 · $5 a year on $10k · lower is better0.05%

5.32%Trailing 12-mo yield$532 · $378 a year on $10k3.78%

−4.3%Worst dropSmaller is better−4.4%

3.7%VolatilityLower is calmer3.7%

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

4–2DFIP wins

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

More Ways to See the Pairs

DFIP vs GOVT: Top 5 Holdings

Today

DFIP

[…]in top 5

GOVT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DFIP vs GOVT Returns, Every Period

DimensionalDFIP

−0.5%

past year

GOVTiShares

−0.0%

past year

DFIPGOVTFaded: behind in that period

2–1DFIP wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFIP vs GOVT

YTD

DimensionalDFIP

−0.2%

GOVTiShares

−0.3%

−0.2%Year to date−0.3%

−4.3%Worst drop · 1Y−4.4%

3.7%Volatility · 1Y3.7%

5.3%Yield3.8%

$1.1BAssets$43.2B

3–0DFIP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIP, GOVT, SGOV

Today

0.05%lowest, GOVT

FundExpense ratioFee$10k

GOVT0.05%$5

SGOV0.09%$9

DFIP0.11%$11

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFIP, GOVT, SGOV

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

GOVT3.78%$378

SGOV3.63%$363

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

GOVT$378 − $5 = $373

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFIP, GOVT, SGOV

Today

[…]holdings […]

DFIPGOVTSGOV

DFIP—[…][…]

GOVT[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

DFIPWorst drop−4.3%3.7% vol

GOVTWorst drop−4.4%3.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPSGOV

−0.2%Year to date+3.1%

5.3%Yield3.6%

−0.5%Past year+3.7%

0.11%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 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 5, 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 5, 2026