Compare · 3 funds side by side · dividends reinvested

MFSD, DFSD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

MFSD, 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%$117B1.3

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.2%+2.0%+5.0%[…]−1.7%2.1%$7.4B1.7

MFS Active Short Duration Income ETFBonds & Cash · Short-term0.25%0.67%[…][…][…][…][…][…]$32M3.0

Rank among the three1st → 3rdFee, 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: MFSD 2026 · DFSD 2021 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Short Duration Income ETF · $32M[…]

MFSD

DFSD

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

$10,000 five years ago, dividends reinvested

MFSDMeasureDFSD

[…]Year to dateJan 1 → Nov 6+1.2%

[…]1 yearTotal return+2.0%

[…]3 years · per year$10,000 became […] · $11,573+5.0%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $17 a year on $10k · lower is better0.17%

0.67%Trailing 12-mo yield$67 · $450 a year on $10k4.50%

[…]Worst dropSmaller is better−1.7%

[…]VolatilityLower is calmer2.1%

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

0–2DFSD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MFSD vs DFSD: Top 5 Holdings

Today

MFSD

[…]in top 5

DFSD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

MFSD vs DFSD Returns, Every Period

MFSMFSD

[…]

past year

DFSDDimensional

+2.0%

past year

Returns […]

MFSDDFSDFaded: behind in that period

0–0Level

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

MFSD vs DFSD

YTD

MFSMFSD

[…]

DFSDDimensional

+1.2%

[…]Year to date+1.2%

[…]Worst drop · 1Y−1.7%

[…]Volatility · 1Y2.1%

0.7%Yield4.5%

$31.7MAssets$7.4B

1–0DFSD wins

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

Cost, Income and Risk

Fees: MFSD, DFSD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

DFSD0.17%$17

MFSD0.25%$25

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

Yields: MFSD, DFSD, SGOV

4.50%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.50%$450

SGOV3.63%$363

MFSD0.67%$67

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

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

SGOV$363 − $9 = $354

MFSD$67 − $25 = $42

KeptFee

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

Overlap: MFSD, DFSD, SGOV

Today

[…]holdings […]

MFSDDFSDSGOV

MFSD—[…][…]

DFSD[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 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

DFSDWorst drop−1.7%2.1% vol

MFSDWorst drop[…][…]

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

Paid More vs Made More

YTD

DFSDSGOV

+1.2%Year to date+3.2%

4.5%Yield3.6%

+2.0%Past year+3.8%

0.17%Fee0.09%

3–1SGOV wins

End-of-day Nov 6, 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%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026