Compare · 2 funds side by side · dividends reinvested

IUSB and DFSD

IUSBiShares×DFSDDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,138IUSB · best of the two

02 / 04

IUSB and DFSD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.2%+2.0%+5.0%[…]−1.7%2.1%$7.4B1.3

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.6

Rank among the two1st → 2ndFee, 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: IUSB 2014 · DFSD 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSD

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,138

$10,000 five years ago, dividends reinvested

DFSDMeasureIUSB

+1.2%Year to dateJan 1 → Nov 6+0.1%

+2.0%1 yearTotal return+0.8%

+5.0%3 years · per year$10,000 became $11,573 · $11,774+5.6%

[…]5 years · per year$10,000 became […] · $10,138+0.3%

0.17%Expense ratio$17 · $6 a year on $10k · lower is better0.06%

4.50%Trailing 12-mo yield$450 · $434 a year on $10k4.34%

−1.7%Worst dropSmaller is better−4.3%

2.1%VolatilityLower is calmer3.9%

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

5–2DFSD 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 IUSB: Top 5 Holdings

Today

DFSD

[…]in top 5

IUSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DFSD vs IUSB Returns, Every Period

DimensionalDFSD

+2.0%

past year

IUSBiShares

+0.8%

past year

DFSDIUSBFaded: behind in that period

2–1DFSD wins

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

DFSD vs IUSB

YTD

DimensionalDFSD

+1.2%

IUSBiShares

+0.1%

+1.2%Year to date+0.1%

−1.7%Worst drop · 1Y−4.3%

2.1%Volatility · 1Y3.9%

4.5%Yield4.3%

$7.4BAssets$50.4B

4–0DFSD wins

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

Cost, Income and Risk

Fees: IUSB, DFSD

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

DFSD0.17%$17

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

Yields: IUSB, DFSD

4.50%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.50%$450

IUSB4.34%$434

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

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

IUSB$434 − $6 = $428

KeptFee

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

Overlap: IUSB, DFSD

Today

[…]holdings […]

IUSBDFSD

IUSB—[…]

DFSD[…]—

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

Return vs Bumpiness: 2 ETFs

+2.0%DFSD, at 2.1% volatility

DFSDWorst drop−1.7%2.1% vol

IUSBWorst drop−4.3%3.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFSDIUSB

+1.2%Year to date+0.1%

4.5%Yield4.3%

+2.0%Past year+0.8%

0.17%Fee0.06%

3–1DFSD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026