AVSF vs DFSD

AAVSF

BDFSD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · AVSF $11,111

Lowest cost0.09%SGOV · $9 on $10k

Most income4.50%DFSD · $450 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]AVSF and DFSD

AVSF

DFSD

Avantis Short-Term Fixed Income ETF · $638MDimensional - Short Duration Fixed Income ETF · $7.4B

+5.0%3 years · per year$11,578 · $11,637+5.2%

+2.1%5 years · per year$11,111 · […][…]

0.15%Expense ratio$15 · $17 on $10k · lower wins0.17%

4.36%12-mo yield$436 · $450 on $10k4.50%

−1.6%Worst dropSmaller wins−1.7%

2.1%VolatilityLower wins2.1%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVSF · DFSD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	AAVSF	Avantis Short-Term Fixed Income ETFRead Desk	0.15%	4.36%	−0.1%	+1.3%	+2.1%	+5.0%	+2.1%	−1.6%	$638M
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.50%	+0.2%	+1.3%	+2.1%	+5.2%	new	−1.7%	$7.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	AAVSF	Avantis Short-Term Fixed Income ETFRead Desk	0.15%	4.36%	−0.1%	+1.3%	+2.1%	+5.0%	+2.1%	−1.6%	$638M
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.50%	+0.2%	+1.3%	+2.1%	+5.2%	new	−1.7%	$7.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVSF vs DFSD

AVSF

Avantis Short-Term Fixed Income

$11,111

DFSD

Dimensional - Short Duration Fixed Income

[…]

MeasureAVSFDFSD

Fee0.15%0.17%

Cost on $10k a year$15$17

Yield4.36%4.50%

5 years, per year+2.1%[…]

3 years, per year+5.0%+5.2%

Worst drop · 1Y−1.6%−1.7%

Volatility · 1Y2.1%2.1%

2–2measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AVSF, DFSD, SGOV

Today

[…]holdings […]

AVSFDFSDSGOV

AVSF—[…][…]

DFSD[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

AVSF$436 − $15 = $421

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee