Compare · 2 funds side by side · dividends reinvested

DFSD and AVSF

DFSDDimensional×AVSFAvantis×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,107AVSF · best of the two

02 / 04

DFSD and AVSF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis Short-Term Fixed Income ETFBonds & Cash · Short-term0.15%4.37%+1.1%+2.2%+4.8%+2.1%−1.6%2.1%$638M1.4

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.2%+2.0%+5.0%[…]−1.7%2.1%$7.4B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFSD 2021 · AVSF 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSD

AVSF

Avantis Short-Term Fixed Income ETF · $638M$11,107

$10,000 five years ago, dividends reinvested

DFSDMeasureAVSF

+1.2%Year to dateJan 1 → Nov 6+1.1%

+2.0%1 yearTotal return+2.2%

+5.0%3 years · per year$10,000 became $11,573 · $11,516+4.8%

[…]5 years · per year$10,000 became […] · $11,107+2.1%

0.17%Expense ratio$17 · $15 a year on $10k · lower is better0.15%

4.50%Trailing 12-mo yield$450 · $437 a year on $10k4.37%

−1.7%Worst dropSmaller is better−1.6%

2.1%VolatilityLower is calmer2.1%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFSD vs AVSF: Top 5 Holdings

Today

DFSD

[…]in top 5

AVSF

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

DFSD vs AVSF Returns, Every Period

DimensionalDFSD

+2.0%

past year

AVSFAvantis

+2.2%

past year

DFSDAVSFFaded: behind in that period

2–1DFSD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFSD vs AVSF

YTD

DimensionalDFSD

+1.2%

AVSFAvantis

+1.1%

+1.2%Year to date+1.1%

−1.7%Worst drop · 1Y−1.6%

2.1%Volatility · 1Y2.1%

4.5%Yield4.4%

$7.4BAssets$638M

2–1DFSD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFSD, AVSF

Today

0.15%lowest, AVSF

FundExpense ratioFee$10k

AVSF0.15%$15

DFSD0.17%$17

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFSD, AVSF

4.50%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.50%$450

AVSF4.37%$437

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

AVSF$437 − $15 = $422

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFSD, AVSF

Today

[…]holdings […]

DFSDAVSF

DFSD—[…]

AVSF[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.2%AVSF, at 2.1% volatility

AVSFWorst drop−1.6%2.1% vol

DFSDWorst drop−1.7%2.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFSDAVSF

+1.2%Year to date+1.1%

4.5%Yield4.4%

+2.0%Past year+2.2%

0.17%Fee0.15%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026