DFSD vs AGG

ADFSD

BAGG

Measures won3–2DFSD wins · of 6 · 5Y

$10,000 · 5Y$9,970AGG

Lowest cost0.03%AGG · $3 on $10k

Most income4.50%DFSD · $450 on $10k

Smallest drop−1.7%DFSD · worst fall in 1Y

Held in common[…]DFSD and AGG

DFSD

AGG

Dimensional - Short Duration Fixed Income ETF · $7.4BiShares Core U.S. Aggregate Bond ETF · $139B

+5.0%3 years · per year$11,573 · $11,649+5.2%

[…]5 years · per year[…] · $9,970−0.1%

0.17%Expense ratio$17 · $3 on $10k · lower wins0.03%

4.50%12-mo yield$450 · $412 on $10k4.12%

−1.7%Worst dropSmaller wins−4.6%

2.1%VolatilityLower wins4.1%

3–2DFSD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSD · AGG

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

Both

5Y2 funds

#			Trend
1	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.2B
2	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.50%	−0.1%	+1.2%	+2.0%	+5.0%	new	−1.7%	$7.4B

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

Both

5Y2 funds

#			Trend
1	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.2B
2	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.50%	−0.1%	+1.2%	+2.0%	+5.0%	new	−1.7%	$7.4B

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

DFSD vs AGG

DFSD

Dimensional - Short Duration Fixed Income

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,970

MeasureDFSDAGG

Fee0.17%0.03%

Cost on $10k a year$17$3

Yield4.50%4.12%

5 years, per year[…]−0.1%

3 years, per year+5.0%+5.2%

Worst drop · 1Y−1.7%−4.6%

Volatility · 1Y2.1%4.1%

3–2measures won
DFSD first

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

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

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

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: DFSD, AGG

Today

[…]holdings […]

DFSDAGG

DFSD—[…]

AGG[…]—

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

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

AGG$412 − $3 = $409

KeptFee

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