Compare DFSD and PSDM

DFSD and PSDM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PGIM Short Duration Multi-SectoBonds & Cash · Short-term0.40%4.45%+1.5%+2.4%+5.6%[…]−1.2%1.7%$277M1.3

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

Rank among the two1st → 2ndFee, 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 · PSDM 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFSD

PSDM

PGIM Short Duration Multi-Secto · $277M[…]

$10,000 five years ago, dividends reinvested

DFSDMeasurePSDM

+1.3%Year to dateJan 1 → Nov 5+1.5%

+2.1%1 yearTotal return+2.4%

+5.2%3 years · per year$10,000 became $11,637 · $11,768+5.6%

[…]5 years · per year[…]

0.17%Expense ratio$17 · $40 a year on $10k · lower is better0.40%

4.50%Trailing 12-mo yield$450 · $445 a year on $10k4.45%

−1.7%Worst dropSmaller is better−1.2%

2.1%VolatilityLower is calmer1.7%

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

2–5PSDM 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 PSDM: Top 5 Holdings

Today

DFSD

[…]in top 5

PSDM

in top 55.5%

DFSDStockPSDM

not top 5PAAA4.1%

not top 5PCS1.3%

not top 5PHYL0.1%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DFSD vs PSDM Returns, Every Period

1Y

DimensionalDFSD

+2.1%

past year

PSDMPGIM

+2.4%

past year

DFSDPSDMFaded: behind in that period

0–3PSDM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFSD vs PSDM

YTD

DimensionalDFSD

+1.3%

PSDMPGIM

+1.5%

+1.3%Year to date+1.5%

−1.7%Worst drop · 1Y−1.2%

2.1%Volatility · 1Y1.7%

4.5%Yield4.4%

$7.4BAssets$277M

3–1PSDM wins

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

Cost, Income and Risk

Fees: DFSD, PSDM

Today

0.17%lowest, DFSD

FundExpense ratioFee$10k

DFSD0.17%$17

PSDM0.40%$40

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

Yields: DFSD, PSDM

1Y

4.50%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.50%$450

PSDM4.45%$445

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

Income After Fees on $10,000

1Y

$433most kept, DFSD

DFSD$450 − $17 = $433

PSDM$445 − $40 = $405

KeptFee

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

Overlap: DFSD, PSDM

Today

[…]holdings […]

DFSDPSDM

DFSD—[…]

PSDM[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+2.4%PSDM, at 1.7% volatility

PSDMWorst drop−1.2%1.7% vol

DFSDWorst drop−1.7%2.1% vol

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

Paid More vs Made More

YTD

DFSDPSDM

+1.3%Year to date+1.5%

4.5%Yield4.4%

+2.1%Past year+2.4%

0.17%Fee0.40%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026