DFSD vs CGSD

ADFSD

BCGSD

Measures won2–3CGSD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DFSD · $17 on $10k

Most income4.51%DFSD · $451 on $10k

Smallest drop−1.3%CGSD · worst fall in 1Y

Held in common[…]DFSD and CGSD

DFSD

CGSD

Dimensional - Short Duration Fixed Income ETF · $7.4BCapital Group Short Duration Income ETF · $2.9B

+5.1%3 years · per year$11,604 · $11,659+5.2%

[…]5 years · per year[…]

0.17%Expense ratio$17 · $25 on $10k · lower wins0.25%

4.51%12-mo yield$451 · $442 on $10k4.42%

−1.7%Worst dropSmaller wins−1.3%

2.1%VolatilityLower wins1.7%

2–3CGSD wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDFSD · CGSD

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							5Y/yr
1	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.51%	+0.2%	+1.1%	+1.9%	+5.1%	new	−1.7%	$7.4B
2	BCGSD	Capital Group Short Duration Income ETFRead Desk		0.25%	4.42%	+0.1%	+1.4%	+2.5%	+5.2%	new	−1.3%	$2.9B

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							5Y/yr
1	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.51%	+0.2%	+1.1%	+1.9%	+5.1%	new	−1.7%	$7.4B
2	BCGSD	Capital Group Short Duration Income ETFRead Desk		0.25%	4.42%	+0.1%	+1.4%	+2.5%	+5.2%	new	−1.3%	$2.9B

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

DFSD vs CGSD

DFSD

Dimensional - Short Duration Fixed Income

[…]

CGSD

Capital Group Short Duration Income

[…]

MeasureDFSDCGSD

Fee0.17%0.25%

Cost on $10k a year$17$25

Yield4.51%4.42%

5 years, per year[…][…]

3 years, per year+5.1%+5.2%

Worst drop · 1Y−1.7%−1.3%

Volatility · 1Y2.1%1.7%

3–2measures won
CGSD 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: DFSD, CGSD

Today

[…]holdings […]

DFSDCGSD

DFSD—[…]

CGSD[…]—

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

Income After Fees on $10,000

$434most kept, DFSD

DFSD$451 − $17 = $434

CGSD$442 − $25 = $417

KeptFee

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