DFSB vs AGG

ADFSB

BAGG

Measures won3–2DFSB wins · of 6 · 5Y

$10,000 · 5Y$12,095SGOV · AGG $9,806

Lowest cost0.03%AGG · $3 on $10k

Most income5.45%DFSB · $545 on $10k

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

Held in common[…]DFSB and AGG

Dimensional - Global Sustainability Fixed Income ETF · $773MiShares Core U.S. Aggregate Bond ETF · $137B

+4.9%3 years · per year$11,533 · $11,347+4.3%

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

0.24%Expense ratio$24 · $3 on $10k · lower wins0.03%

5.45%12-mo yield$545 · $418 on $10k

Cards for this view

DFSB

Dimensional - Global Sustainability Fixed Income

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,806

MeasureDFSBAGG

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield5.45%4.18%

5 years, per year[…]−0.4%

3 years, per year+4.9%+4.3%

Worst drop · 1Y−3.9%−4.6%

Volatility · 1Y4.3%

#
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	BAGG	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	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk	0.24%	5.45%	−0.5%	+0.1%	−0.3%	+4.9%	new	−3.9%	$773M

#
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	BAGG	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	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk	0.24%	5.45%	−0.5%	+0.1%	−0.3%	+4.9%	new	−3.9%	$773M

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