AGG vs DFSD

AAGG

BDFSD

Measures won1–4DFSD wins · of 6 · 5Y

$10,000 · 5Y$12,095SGOV · AGG $9,806

Lowest cost0.03%AGG · $3 on $10k

Most income4.53%DFSD · $453 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]AGG and DFSD

iShares Core U.S. Aggregate Bond ETF · $137BDimensional - Short Duration Fixed Income ETF · $7.4B

+4.3%3 years · per year$11,347 · $11,466+4.7%

−0.4%5 years · per year$9,806 · […][…]

0.03%Expense ratio$3 · $17 on $10k · lower wins0.17%

4.18%12-mo yield$418 · $453 on $10k

Cards for this view

AGG

iShares Core U.S. Aggregate Bond

$9,806

DFSD

Dimensional - Short Duration Fixed Income

[…]

MeasureAGGDFSD

Fee0.03%0.17%

Cost on $10k a year$3$17

Yield4.18%4.53%

5 years, per year−0.4%[…]

3 years, per year+4.3%+4.7%

Worst drop · 1Y−4.6%−1.7%

Volatility · 1Y4.2%

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$117.1B
2	AAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$117.1B
2	AAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

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