DFSB vs IAGG

ADFSB

BIAGG

Measures won2–3IAGG wins · of 6 · 5Y

$10,000 · 5Y$10,623IAGG

Lowest cost0.07%IAGG · $7 on $10k

Most income5.41%DFSB · $541 on $10k

Smallest drop−2.3%IAGG · worst fall in 1Y

Held in common[…]DFSB and IAGG

DFSB

IAGG

Dimensional - Global Sustainability Fixed Income ETF · $770MiShares Core International Aggregate Bond ETF · $13.1B

+5.9%3 years · per year$11,860 · $11,611+5.1%

[…]5 years · per year[…] · $10,623+1.2%

0.24%Expense ratio$24 · $7 on $10k · lower wins0.07%

5.41%12-mo yield$541 · $516 on $10k5.16%

−3.9%Worst dropSmaller wins−2.3%

4.3%VolatilityLower wins3.1%

2–3IAGG wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSB · IAGG

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIAGG	iShares Core International Aggregate Bond ETFRead Desk		0.07%	5.16%	+0.4%	+1.6%	+1.3%	+5.1%	+1.2%	−2.3%	$13.1B
2	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk		0.24%	5.41%	+0.6%	+0.9%	+0.8%	+5.9%	new	−3.9%	$770M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIAGG	iShares Core International Aggregate Bond ETFRead Desk		0.07%	5.16%	+0.4%	+1.6%	+1.3%	+5.1%	+1.2%	−2.3%	$13.1B
2	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk		0.24%	5.41%	+0.6%	+0.9%	+0.8%	+5.9%	new	−3.9%	$770M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFSB vs IAGG

DFSB

Dimensional - Global Sustainability Fixed Income

[…]

IAGG

iShares Core International Aggregate Bond

$10,623

MeasureDFSBIAGG

Fee0.24%0.07%

Cost on $10k a year$24$7

Yield5.41%5.16%

5 years, per year[…]+1.2%

3 years, per year+5.9%+5.1%

Worst drop · 1Y−3.9%−2.3%

Volatility · 1Y4.3%3.1%

3–2measures won
IAGG first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFSB, IAGG

Today

[…]holdings […]

DFSBIAGG

DFSB—[…]

IAGG[…]—

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

Income After Fees on $10,000

$517most kept, DFSB

DFSB$541 − $24 = $517

IAGG$516 − $7 = $509

KeptFee

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