Compare · 3 funds side by side · dividends reinvested

EVSD, DFSD and SGOV

EVSDEaton Vance×DFSDDimensional×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

EVSD, DFSD 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%$116B1.4

Eaton Vance Short Duration Income ETFBonds & Cash · Short-term0.24%4.75%+1.5%+2.4%[…][…]−1.6%1.7%$1.6B2.0

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.2%+1.9%+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 9, 2026 · returns include dividends · since: EVSD 1992 · DFSD 2021 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

EVSD

DFSD

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

$10,000 five years ago, dividends reinvested

EVSDMeasureDFSD

+1.5%Year to dateJan 1 → Nov 9+1.2%

+2.4%1 yearTotal return+1.9%

[…]3 years · per year$10,000 became […] · $11,584+5.0%

[…]5 years · per year[…]

0.24%Expense ratio$24 · $17 a year on $10k · lower is better0.17%

4.75%Trailing 12-mo yield$475 · $450 a year on $10k4.50%

−1.6%Worst dropSmaller is better−1.7%

1.7%VolatilityLower is calmer2.1%

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

5–1EVSD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EVSD vs DFSD: Top 5 Holdings

Today

EVSD

29.3%in top 5

DFSD

in top 5[…]

EVSDStockDFSD

26.1%TUZ6not top 5

1.8%FVZ6not top 5

1.1%EVLNnot top 5

0.5%EVSBnot top 5

-0.1%WNZ6not top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

EVSD vs DFSD Returns, Every Period

Eaton VanceEVSD

+2.4%

past year

DFSDDimensional

+1.9%

past year

EVSDDFSDFaded: behind in that period

2–0EVSD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

EVSD vs DFSD

YTD

Eaton VanceEVSD

+1.5%

DFSDDimensional

+1.2%

+1.5%Year to date+1.2%

−1.6%Worst drop · 1Y−1.7%

1.7%Volatility · 1Y2.1%

4.8%Yield4.5%

$1.6BAssets$7.4B

4–0EVSD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVSD, DFSD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

DFSD0.17%$17

EVSD0.24%$24

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EVSD, DFSD, SGOV

4.75%highest, EVSD

FundTrailing yieldYield$10k

EVSD4.75%$475

DFSD4.50%$450

SGOV3.63%$363

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$451most kept, EVSD

EVSD$475 − $24 = $451

DFSD$450 − $17 = $433

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EVSD, DFSD, SGOV

Today

[…]holdings […]

EVSDDFSDSGOV

EVSD—[…][…]

DFSD[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 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

EVSDWorst drop−1.6%1.7% vol

DFSDWorst drop−1.7%2.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EVSDSGOV

+1.5%Year to date+3.2%

4.8%Yield3.6%

+2.4%Past year+3.8%

0.24%Fee0.09%

3–1SGOV wins

End-of-day Nov 9, 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%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026