DFSD vs IUSB

ADFSD

BIUSB

Measures won3–2DFSD wins · of 6 · 5Y

$10,000 · 5Y$10,138IUSB

Lowest cost0.06%IUSB · $6 on $10k

Most income4.50%DFSD · $450 on $10k

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

Held in common[…]DFSD and IUSB

DFSD

IUSB

Dimensional - Short Duration Fixed Income ETF · $7.4BiShares Core Universal USD Bond ETF · $50.4B

+5.0%3 years · per year$11,573 · $11,774+5.6%

[…]5 years · per year[…] · $10,138+0.3%

0.17%Expense ratio$17 · $6 on $10k · lower wins0.06%

4.50%12-mo yield$450 · $434 on $10k4.34%

−1.7%Worst dropSmaller wins−4.3%

2.1%VolatilityLower wins3.9%

3–2DFSD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSD · IUSB

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	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.34%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B
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	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.34%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B
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 IUSB

DFSD

Dimensional - Short Duration Fixed Income

[…]

IUSB

iShares Core Universal USD Bond

$10,138

MeasureDFSDIUSB

Fee0.17%0.06%

Cost on $10k a year$17$6

Yield4.50%4.34%

5 years, per year[…]+0.3%

3 years, per year+5.0%+5.6%

Worst drop · 1Y−1.7%−4.3%

Volatility · 1Y2.1%3.9%

3–2measures won
DFSD 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

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFSD, IUSB

Today

[…]holdings […]

DFSDIUSB

DFSD—[…]

IUSB[…]—

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

IUSB$434 − $6 = $428

KeptFee

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