Compare · 3 funds side by side · dividends reinvested

NEAR, DFSD and VOO

NEARiShares×DFSDDimensional×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

NEAR, DFSD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.52%+1.3%+2.2%+5.0%+4.0%−1.1%1.4%$5.2B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.52%+0.9%+1.6%+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 3, 2026 · returns include dividends · since: NEAR 2013 · DFSD 2021 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Short Duration Bond Active ETF · $5.2B$12,144

NEAR

DFSD

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

$10,000 five years ago, dividends reinvested

NEARMeasureDFSD

+1.3%Year to dateJan 1 → Nov 3+0.9%

+2.2%1 yearTotal return+1.6%

+5.0%3 years · per year$10,000 became $11,587 · $11,571+5.0%

+4.0%5 years · per year$10,000 became $12,144 · […][…]

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

4.52%Trailing 12-mo yield$452 · $452 a year on $10k4.52%

−1.1%Worst dropSmaller is better−1.7%

1.4%VolatilityLower is calmer2.1%

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

4–1NEAR wins

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

More Ways to See the Pairs

NEAR vs DFSD: Top 5 Holdings

Today

NEAR

[…]in top 5

DFSD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

NEAR vs DFSD Returns, Every Period

iSharesNEAR

+2.2%

past year

DFSDDimensional

+1.6%

past year

NEARDFSDFaded: behind in that period

2–0NEAR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

NEAR vs DFSD

YTD

iSharesNEAR

+1.3%

DFSDDimensional

+0.9%

+1.3%Year to date+0.9%

−1.1%Worst drop · 1Y−1.7%

1.4%Volatility · 1Y2.1%

4.5%Yield4.5%

$5.2BAssets$7.4B

3–0NEAR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NEAR, DFSD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFSD0.17%$17

NEAR0.25%$25

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: NEAR, DFSD, VOO

4.52%highest, NEAR

FundTrailing yieldYield$10k

NEAR4.52%$452

DFSD4.52%$452

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$435most kept, DFSD

DFSD$452 − $17 = $435

NEAR$452 − $25 = $427

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: NEAR, DFSD, VOO

Today

[…]holdings […]

NEARDFSDVOO

NEAR—[…][…]

DFSD[…]—[…]

VOO[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

NEARWorst drop−1.1%1.4% vol

DFSDWorst drop−1.7%2.1% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

NEARVOO

+1.3%Year to date+11.5%

4.5%Yield1.1%

+2.2%Past year+11.9%

0.25%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026