DFSD vs EVSD

ADFSD

BEVSD

Measures won1–3EVSD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DFSD · $17 on $10k

Most income4.77%EVSD · $477 on $10k

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

Held in common[…]DFSD and EVSD

DFSD

EVSD

Dimensional - Short Duration Fixed Income ETF · $7.4BEaton Vance Short Duration Income ETF · $1.6B

+5.0%3 years · per year$11,571 · […][…]

[…]5 years · per year[…]

0.17%Expense ratio$17 · $24 on $10k · lower wins0.24%

4.52%12-mo yield$452 · $477 on $10k4.77%

−1.7%Worst dropSmaller wins−1.6%

2.1%VolatilityLower wins1.7%

1–3EVSD wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsDFSD · EVSD

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

Held in common[…]

End-of-day Nov 3, 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%	4.52%	0.0%	+0.9%	+1.6%	+5.0%	new	−1.7%	$7.4B
2	BEVSD	Eaton Vance Short Duration Income ETFRead Desk		0.24%	4.77%	0.0%	+1.2%	+2.2%	new	new	−1.6%	$1.6B

End-of-day Nov 3, 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%	4.52%	0.0%	+0.9%	+1.6%	+5.0%	new	−1.7%	$7.4B
2	BEVSD	Eaton Vance Short Duration Income ETFRead Desk		0.24%	4.77%	0.0%	+1.2%	+2.2%	new	new	−1.6%	$1.6B

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

Cards for this view

DFSD vs EVSD

DFSD

Dimensional - Short Duration Fixed Income

[…]

EVSD

Eaton Vance Short Duration Income

[…]

MeasureDFSDEVSD

Fee0.17%0.24%

Cost on $10k a year$17$24

Yield4.52%4.77%

5 years, per year[…][…]

3 years, per year+5.0%[…]

Worst drop · 1Y−1.7%−1.6%

Volatility · 1Y2.1%1.7%

3–1measures won
EVSD first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFSD, EVSD

Today

[…]holdings […]

DFSDEVSD

DFSD—[…]

EVSD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$453most kept, EVSD

EVSD$477 − $24 = $453

DFSD$452 − $17 = $435

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee