Compare · 2 funds side by side · dividends reinvested

DFNM and SGOV

DFNMDimensional×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

DFNM 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%$117B1.0

Dimensional - National Municipal Bond ETFBonds & Cash · Municipal0.18%3.01%+0.7%+1.3%+3.8%[…]−4.6%2.3%$2.3B2.0

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: DFNM 2021 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - National Municipal Bond ETF · $2.3B[…]

DFNM

SGOV

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

$10,000 five years ago, dividends reinvested

DFNMMeasureSGOV

+0.7%Year to dateJan 1 → Nov 4+3.1%

+1.3%1 yearTotal return+3.7%

+3.8%3 years · per year$10,000 became $11,171 · $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%

3.01%Trailing 12-mo yield$301 · $363 a year on $10k3.63%

−4.6%Worst dropSmaller is better0.0%

2.3%VolatilityLower is calmer0.2%

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

0–7SGOV wins

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

More Ways to See the Pairs

DFNM vs SGOV: Top 5 Holdings

Today

DFNM

[…]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

DFNM vs SGOV Returns, Every Period

DimensionalDFNM

+1.3%

past year

SGOViShares

+3.7%

past year

DFNMSGOVFaded: behind in that period

0–3SGOV wins

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

DFNM vs SGOV

YTD

DimensionalDFNM

+0.7%

SGOViShares

+3.1%

+0.7%Year to date+3.1%

−4.6%Worst drop · 1Y+0.0%

2.3%Volatility · 1Y0.2%

3.0%Yield3.6%

$2.3BAssets$117B

4–0SGOV wins

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

Cost, Income and Risk

Fees: DFNM, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

DFNM0.18%$18

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

Yields: DFNM, SGOV

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

DFNM3.01%$301

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

DFNM$301 − $18 = $283

KeptFee

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

Overlap: DFNM, SGOV

Today

[…]holdings […]

DFNMSGOV

DFNM—[…]

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

DFNMWorst drop−4.6%2.3% vol

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

Paid More vs Made More

YTD

SGOVDFNM

+3.1%Year to date+0.7%

3.6%Yield3.0%

+3.7%Past year+1.3%

0.09%Fee0.18%

4–0SGOV 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