Compare · 3 funds side by side · dividends reinvested

DFSD, AGG and SGOV

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

02 / 04

DFSD, AGG 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%$117B1.6

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.3%+2.1%+5.2%[…]−1.7%2.1%$7.4B2.0

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.5%+5.6%−0.0%−4.6%4.1%$139B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFSD 2021 · AGG 2003 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSD

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,975

$10,000 five years ago, dividends reinvested

DFSDMeasureAGG

+1.3%Year to dateJan 1 → Nov 5+0.1%

+2.1%1 yearTotal return+0.5%

+5.2%3 years · per year$10,000 became $11,637 · $11,786+5.6%

[…]5 years · per year$10,000 became […] · $9,975−0.0%

0.17%Expense ratio$17 · $3 a year on $10k · lower is better0.03%

4.50%Trailing 12-mo yield$450 · $412 a year on $10k4.12%

−1.7%Worst dropSmaller is better−4.6%

2.1%VolatilityLower is calmer4.1%

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

5–2DFSD wins

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

More Ways to See the Pairs

DFSD vs AGG: Top 5 Holdings

Today

DFSD

[…]in top 5

AGG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DFSD vs AGG Returns, Every Period

DimensionalDFSD

+2.1%

past year

AGGiShares

+0.5%

past year

DFSDAGGFaded: behind in that period

2–1DFSD wins

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

DFSD vs AGG

YTD

DimensionalDFSD

+1.3%

AGGiShares

+0.1%

+1.3%Year to date+0.1%

−1.7%Worst drop · 1Y−4.6%

2.1%Volatility · 1Y4.1%

4.5%Yield4.1%

$7.4BAssets$139B

4–0DFSD wins

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

Cost, Income and Risk

Fees: DFSD, AGG, SGOV

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SGOV0.09%$9

DFSD0.17%$17

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

Yields: DFSD, AGG, SGOV

4.50%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.50%$450

AGG4.12%$412

SGOV3.63%$363

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

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

AGG$412 − $3 = $409

SGOV$363 − $9 = $354

KeptFee

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

Overlap: DFSD, AGG, SGOV

Today

[…]holdings […]

DFSDAGGSGOV

DFSD—[…][…]

AGG[…]—[…]

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

DFSDWorst drop−1.7%2.1% vol

AGGWorst drop−4.6%4.1% vol

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

Paid More vs Made More

YTD

DFSDSGOV

+1.3%Year to date+3.1%

4.5%Yield3.6%

+2.1%Past year+3.7%

0.17%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

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

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026