BND vs DFSB

ABND

BDFSB

Measures won2–3DFSB wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · BND $9,974

Lowest cost0.03%BND · $3 on $10k

Most income5.41%DFSB · $541 on $10k

Smallest drop−3.9%DFSB · worst fall in 1Y

Held in common[…]BND and DFSB

BND

DFSB

Vanguard Total Bond Market ETF · $161BDimensional - Global Sustainability Fixed Income ETF · $772M

+5.2%3 years · per year$11,637 · $11,782+5.6%

−0.1%5 years · per year$9,974 · […][…]

0.03%Expense ratio$3 · $24 on $10k · lower wins0.24%

4.12%12-mo yield$412 · $541 on $10k5.41%

−4.5%Worst dropSmaller wins−3.9%

4.0%VolatilityLower wins4.3%

2–3DFSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBND · DFSB

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

Held in common[…]

End-of-day Nov 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ABND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
3	BDFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk	0.24%	5.41%	0.0%	+1.0%	+1.0%	+5.6%	new	−3.9%	$772M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ABND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
3	BDFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk	0.24%	5.41%	0.0%	+1.0%	+1.0%	+5.6%	new	−3.9%	$772M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BND vs DFSB

BND

Vanguard Total Bond Market

$9,974

DFSB

Dimensional - Global Sustainability Fixed Income

[…]

MeasureBNDDFSB

Fee0.03%0.24%

Cost on $10k a year$3$24

Yield4.12%5.41%

5 years, per year−0.1%[…]

3 years, per year+5.2%+5.6%

Worst drop · 1Y−4.5%−3.9%

Volatility · 1Y4.0%4.3%

3–2measures won
DFSB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFSB, SCHD, BND

Today

[…]holdings […]

DFSBSCHDBND

DFSB—[…][…]

SCHD[…]—[…]

BND[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$517most kept, DFSB

DFSB$541 − $24 = $517

BND$412 − $3 = $409

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee