DFSD vs AVSF

ADFSD

BAVSF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$11,107AVSF

Lowest cost0.15%AVSF · $15 on $10k

Most income4.50%DFSD · $450 on $10k

Smallest drop−1.6%AVSF · worst fall in 1Y

Held in common[…]DFSD and AVSF

DFSD

AVSF

Dimensional - Short Duration Fixed Income ETF · $7.4BAvantis Short-Term Fixed Income ETF · $638M

+5.0%3 years · per year$11,573 · $11,516+4.8%

[…]5 years · per year[…] · $11,107+2.1%

0.17%Expense ratio$17 · $15 on $10k · lower wins0.15%

4.50%12-mo yield$450 · $437 on $10k4.37%

−1.7%Worst dropSmaller wins−1.6%

2.1%VolatilityLower wins2.1%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFSD · AVSF

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	BAVSF	Avantis Short-Term Fixed Income ETFRead Desk		0.15%	4.37%	−0.1%	+1.1%	+2.2%	+4.8%	+2.1%	−1.6%	$638M
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	BAVSF	Avantis Short-Term Fixed Income ETFRead Desk		0.15%	4.37%	−0.1%	+1.1%	+2.2%	+4.8%	+2.1%	−1.6%	$638M
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 AVSF

DFSD

Dimensional - Short Duration Fixed Income

[…]

AVSF

Avantis Short-Term Fixed Income

$11,107

MeasureDFSDAVSF

Fee0.17%0.15%

Cost on $10k a year$17$15

Yield4.50%4.37%

5 years, per year[…]+2.1%

3 years, per year+5.0%+4.8%

Worst drop · 1Y−1.7%−1.6%

Volatility · 1Y2.1%2.1%

2–2measures won
level

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFSD, AVSF

Today

[…]holdings […]

DFSDAVSF

DFSD—[…]

AVSF[…]—

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

AVSF$437 − $15 = $422

KeptFee

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