Compare · 3 funds side by side · dividends reinvested

DFSD, EVSD and SGOV

DFSDDimensional×EVSDEaton Vance×SGOViShares×

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, EVSD 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%$117B1.4

Eaton Vance Short Duration Income ETFBonds & Cash · Short-term0.24%4.76%+1.4%+2.4%[…][…]−1.6%1.7%$1.6B2.0

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.51%+1.1%+1.9%+5.1%[…]−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 4, 2026 · returns include dividends · since: DFSD 2021 · EVSD 1992 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSD

EVSD

Eaton Vance Short Duration Income ETF · $1.6B[…]

$10,000 five years ago, dividends reinvested

DFSDMeasureEVSD

+1.1%Year to dateJan 1 → Nov 4+1.4%

+1.9%1 yearTotal return+2.4%

+5.1%3 years · per year$10,000 became $11,604 · […][…]

[…]5 years · per year[…]

0.17%Expense ratio$17 · $24 a year on $10k · lower is better0.24%

4.51%Trailing 12-mo yield$451 · $476 a year on $10k4.76%

−1.7%Worst dropSmaller is better−1.6%

2.1%VolatilityLower is calmer1.7%

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

1–5EVSD wins

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

More Ways to See the Pairs

DFSD vs EVSD: Top 5 Holdings

Today

DFSD

[…]in top 5

EVSD

in top 529.2%

DFSDStockEVSD

not top 5TUZ626.3%

not top 5FVZ61.5%

not top 5EVLN1.1%

not top 5EVSB0.4%

not top 5WNZ6-0.1%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

DFSD vs EVSD Returns, Every Period

DimensionalDFSD

+1.9%

past year

EVSDEaton Vance

+2.4%

past year

DFSDEVSDFaded: behind in that period

0–2EVSD wins

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

DFSD vs EVSD

YTD

DimensionalDFSD

+1.1%

EVSDEaton Vance

+1.4%

+1.1%Year to date+1.4%

−1.7%Worst drop · 1Y−1.6%

2.1%Volatility · 1Y1.7%

4.5%Yield4.8%

$7.4BAssets$1.6B

4–0EVSD wins

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

Cost, Income and Risk

Fees: DFSD, EVSD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

DFSD0.17%$17

EVSD0.24%$24

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

Yields: DFSD, EVSD, SGOV

4.76%highest, EVSD

FundTrailing yieldYield$10k

EVSD4.76%$476

DFSD4.51%$451

SGOV3.63%$363

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

Income After Fees on $10,000

$452most kept, EVSD

EVSD$476 − $24 = $452

DFSD$451 − $17 = $434

SGOV$363 − $9 = $354

KeptFee

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

Overlap: DFSD, EVSD, SGOV

Today

[…]holdings […]

DFSDEVSDSGOV

DFSD—[…][…]

EVSD[…]—[…]

SGOV[…][…]—

End-of-day Nov 4, 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

EVSDWorst drop−1.6%1.7% vol

DFSDWorst drop−1.7%2.1% vol

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

Paid More vs Made More

YTD

EVSDSGOV

+1.4%Year to date+3.1%

4.8%Yield3.6%

+2.4%Past year+3.7%

0.24%Fee0.09%

3–1SGOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026