Compare · 3 funds side by side · dividends reinvested

DFSD, CGSD and SGOV

DFSDDimensional×CGSDCapital Group×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

DFSD, CGSD 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%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.5

Capital Group Short Duration Income ETFBonds & Cash · Short-term0.25%4.41%+1.6%+2.6%+5.2%[…]−1.3%1.7%$2.9B2.0

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.2%+2.0%+5.0%[…]−1.7%2.1%$7.4B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFSD 2021 · CGSD 2022 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSD

CGSD

Capital Group Short Duration Income ETF · $2.9B[…]

$10,000 five years ago, dividends reinvested

DFSDMeasureCGSD

+1.2%Year to dateJan 1 → Nov 6+1.6%

+2.0%1 yearTotal return+2.6%

+5.0%3 years · per year$10,000 became $11,573 · $11,645+5.2%

[…]5 years · per year[…]

0.17%Expense ratio$17 · $25 a year on $10k · lower is better0.25%

4.50%Trailing 12-mo yield$450 · $441 a year on $10k4.41%

−1.7%Worst dropSmaller is better−1.3%

2.1%VolatilityLower is calmer1.7%

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

2–5CGSD wins

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 CGSD: Top 5 Holdings

Today

DFSD

[…]in top 5

CGSD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DFSD vs CGSD Returns, Every Period

DimensionalDFSD

+2.0%

past year

CGSDCapital Group

+2.6%

past year

DFSDCGSDFaded: behind in that period

0–3CGSD wins

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

DFSD vs CGSD

YTD

DimensionalDFSD

+1.2%

CGSDCapital Group

+1.6%

+1.2%Year to date+1.6%

−1.7%Worst drop · 1Y−1.3%

2.1%Volatility · 1Y1.7%

4.5%Yield4.4%

$7.4BAssets$2.9B

3–1CGSD wins

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

Cost, Income and Risk

Fees: DFSD, CGSD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

DFSD0.17%$17

CGSD0.25%$25

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

Yields: DFSD, CGSD, SGOV

4.50%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.50%$450

CGSD4.41%$441

SGOV3.63%$363

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

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

CGSD$441 − $25 = $416

SGOV$363 − $9 = $354

KeptFee

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

Overlap: DFSD, CGSD, SGOV

Today

[…]holdings […]

DFSDCGSDSGOV

DFSD—[…][…]

CGSD[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

CGSDWorst drop−1.3%1.7% 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

DFSDSGOV

+1.2%Year to date+3.2%

4.5%Yield3.6%

+2.0%Past year+3.8%

0.17%Fee0.09%

3–1SGOV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026