Compare · 3 funds side by side · dividends reinvested

DFSD, AGG and VCIT

DFSDDimensional×AGGiShares×VCITVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,508VCIT · best of the three

02 / 04

DFSD, AGG and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.3%+2.1%+5.2%[…]−1.7%2.1%$7.4B1.7

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%$139B2.0

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.6%+0.3%+7.3%+1.0%−4.9%4.5%$66.6B2.0

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 · VCIT 2009

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 VCIT

YTD

DimensionalDFSD

+1.3%

VCITVanguard

−0.6%

+1.3%Year to date−0.6%

−1.7%Worst drop · 1Y−4.9%

2.1%Volatility · 1Y4.5%

4.5%Yield5.0%

$7.4BAssets$66.6B

3–1DFSD wins

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

Cost, Income and Risk

Fees: DFSD, AGG, VCIT

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

VCIT0.03%$3

DFSD0.17%$17

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

Yields: DFSD, AGG, VCIT

5.02%highest, VCIT

FundTrailing yieldYield$10k

VCIT5.02%$502

DFSD4.50%$450

AGG4.12%$412

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

DFSD$450 − $17 = $433

AGG$412 − $3 = $409

KeptFee

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

Overlap: DFSD, AGG, VCIT

Today

[…]holdings […]

DFSDAGGVCIT

DFSD—[…][…]

AGG[…]—[…]

VCIT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+2.1%DFSD, at 2.1% volatility

DFSDWorst drop−1.7%2.1% vol

AGGWorst drop−4.6%4.1% vol

VCITWorst drop−4.9%4.5% vol

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

Paid More vs Made More

YTD

VCITDFSD

−0.6%Year to date+1.3%

5.0%Yield4.5%

+0.3%Past year+2.1%

0.03%Fee0.17%

2–2level

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026