Compare · 3 funds side by side · dividends reinvested

PSDM, DFSD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

PSDM, DFSD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.8

PGIM Short Duration Multi-SectoBonds & Cash · Short-term0.40%4.45%+1.5%+2.2%+5.4%[…]−1.2%1.7%$278M1.9

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.2%+1.9%+5.0%[…]−1.7%2.1%$7.4B2.3

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: PSDM 2023 · DFSD 2021 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSD

PSDM

PGIM Short Duration Multi-Secto · $278M[…]

$10,000 five years ago, dividends reinvested

DFSDMeasurePSDM

+1.2%Year to dateJan 1 → Nov 9+1.5%

+1.9%1 yearTotal return+2.2%

+5.0%3 years · per year$10,000 became $11,584 · $11,712+5.4%

[…]5 years · per year[…]

0.17%Expense ratio$17 · $40 a year on $10k · lower is better0.40%

4.50%Trailing 12-mo yield$450 · $445 a year on $10k4.45%

−1.7%Worst dropSmaller is better−1.2%

2.1%VolatilityLower is calmer1.7%

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

2–5PSDM wins

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

More Ways to See the Pairs

DFSD vs PSDM: Top 5 Holdings

Today

DFSD

[…]in top 5

PSDM

in top 55.6%

DFSDStockPSDM

not top 5PAAA4.2%

not top 5PCS1.3%

not top 5PHYL0.1%

Held in common[…]

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

DFSD vs PSDM Returns, Every Period

DimensionalDFSD

+1.9%

past year

PSDMPGIM

+2.2%

past year

DFSDPSDMFaded: behind in that period

0–3PSDM wins

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

DFSD vs PSDM

YTD

DimensionalDFSD

+1.2%

PSDMPGIM

+1.5%

+1.2%Year to date+1.5%

−1.7%Worst drop · 1Y−1.2%

2.1%Volatility · 1Y1.7%

4.5%Yield4.4%

$7.4BAssets$278M

3–1PSDM wins

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

Cost, Income and Risk

Fees: PSDM, DFSD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFSD0.17%$17

PSDM0.40%$40

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

Yields: PSDM, DFSD, VOO

4.50%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.50%$450

PSDM4.45%$445

VOO1.07%$107

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

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

PSDM$445 − $40 = $405

VOO$107 − $3 = $104

KeptFee

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

Overlap: PSDM, DFSD, VOO

Today

0.0%most shared, PSDM and VOO

PSDMDFSDVOO

PSDM—[…]0.0%

DFSD[…]—[…]

VOO0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

PSDMWorst drop−1.2%1.7% vol

DFSDWorst drop−1.7%2.1% vol

VOOWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

DFSDVOO

+1.2%Year to date+11.3%

4.5%Yield1.1%

+1.9%Past year+13.6%

0.17%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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