Compare · 3 funds side by side · dividends reinvested

DFSD, NEAR and VOO

DFSDDimensional×NEARiShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

DFSD, NEAR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.51%+1.5%+2.4%+5.1%+4.0%−1.1%1.4%$5.2B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.8

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 · NEAR 2013 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSD

NEAR

iShares Short Duration Bond Active ETF · $5.2B$12,167

$10,000 five years ago, dividends reinvested

DFSDMeasureNEAR

+1.1%Year to dateJan 1 → Nov 4+1.5%

+1.9%1 yearTotal return+2.4%

+5.1%3 years · per year$10,000 became $11,604 · $11,605+5.1%

[…]5 years · per year$10,000 became […] · $12,167+4.0%

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

4.51%Trailing 12-mo yield$451 · $451 a year on $10k4.51%

−1.7%Worst dropSmaller is better−1.1%

2.1%VolatilityLower is calmer1.4%

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

1–4NEAR 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 NEAR: Top 5 Holdings

Today

DFSD

[…]in top 5

NEAR

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DFSD vs NEAR Returns, Every Period

DimensionalDFSD

+1.9%

past year

NEARiShares

+2.4%

past year

DFSDNEARFaded: behind in that period

0–2NEAR wins

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

DFSD vs NEAR

YTD

DimensionalDFSD

+1.1%

NEARiShares

+1.5%

+1.1%Year to date+1.5%

−1.7%Worst drop · 1Y−1.1%

2.1%Volatility · 1Y1.4%

4.5%Yield4.5%

$7.4BAssets$5.2B

3–0NEAR wins

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

Cost, Income and Risk

Fees: DFSD, NEAR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFSD0.17%$17

NEAR0.25%$25

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

Yields: DFSD, NEAR, VOO

4.51%highest, NEAR

FundTrailing yieldYield$10k

NEAR4.51%$451

DFSD4.51%$451

VOO1.05%$105

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

Income After Fees on $10,000

$434most kept, DFSD

DFSD$451 − $17 = $434

NEAR$451 − $25 = $426

VOO$105 − $3 = $102

KeptFee

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

Overlap: DFSD, NEAR, VOO

Today

[…]holdings […]

DFSDNEARVOO

DFSD—[…][…]

NEAR[…]—[…]

VOO[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%VOO, at 12.8% volatility

NEARWorst drop−1.1%1.4% vol

DFSDWorst drop−1.7%2.1% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

NEARVOO

+1.5%Year to date+13.4%

4.5%Yield1.1%

+2.4%Past year+13.5%

0.25%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026