Compare · 3 funds side by side · dividends reinvested

PSDM, DFSD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

PSDM, 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%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.5

PGIM Short Duration Multi-SectoBonds & Cash · Short-term0.40%4.45%+1.4%+2.3%+5.5%[…]−1.2%1.7%$277M2.0

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.51%+1.1%+1.9%+5.1%[…]−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 4, 2026 · returns include dividends · since: PSDM 2023 · DFSD 2021 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

PSDM

DFSD

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

$10,000 five years ago, dividends reinvested

PSDMMeasureDFSD

+1.4%Year to dateJan 1 → Nov 4+1.1%

+2.3%1 yearTotal return+1.9%

+5.5%3 years · per year$10,000 became $11,757 · $11,604+5.1%

[…]5 years · per year[…]

0.40%Expense ratio$40 · $17 a year on $10k · lower is better0.17%

4.45%Trailing 12-mo yield$445 · $451 a year on $10k4.51%

−1.2%Worst dropSmaller is better−1.7%

1.7%VolatilityLower is calmer2.1%

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

5–2PSDM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSDM vs DFSD: Top 5 Holdings

Today

PSDM

5.5%in top 5

DFSD

in top 5[…]

PSDMStockDFSD

4.1%PAAAnot top 5

1.3%PCSnot top 5

0.1%PHYLnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

PSDM vs DFSD Returns, Every Period

PGIMPSDM

+2.3%

past year

DFSDDimensional

+1.9%

past year

PSDMDFSDFaded: behind in that period

3–0PSDM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PSDM vs DFSD

YTD

PGIMPSDM

+1.4%

DFSDDimensional

+1.1%

+1.4%Year to date+1.1%

−1.2%Worst drop · 1Y−1.7%

1.7%Volatility · 1Y2.1%

4.5%Yield4.5%

$277MAssets$7.4B

3–0PSDM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSDM, DFSD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

DFSD0.17%$17

PSDM0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PSDM, DFSD, SGOV

4.51%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.51%$451

PSDM4.45%$445

SGOV3.63%$363

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$434most kept, DFSD

DFSD$451 − $17 = $434

PSDM$445 − $40 = $405

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PSDM, DFSD, SGOV

Today

[…]holdings […]

PSDMDFSDSGOV

PSDM—[…][…]

DFSD[…]—[…]

SGOV[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

PSDMWorst drop−1.2%1.7% vol

DFSDWorst drop−1.7%2.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFSDSGOV

+1.1%Year to date+3.1%

4.5%Yield3.6%

+1.9%Past year+3.7%

0.17%Fee0.09%

3–1SGOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026