DFSD vs PSDM

ADFSD

BPSDM

Measures won2–3PSDM 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−1.2%PSDM · worst fall in 1Y

Held in common[…]DFSD and PSDM

DFSD

PSDM

Dimensional - Short Duration Fixed Income ETF · $7.4BPGIM Short Duration Multi-Secto · $275M

+5.1%3 years · per year$11,604 · $11,757+5.5%

[…]5 years · per year[…]

0.17%Expense ratio$17 · $40 on $10k · lower wins0.40%

4.51%12-mo yield$451 · $445 on $10k4.45%

−1.7%Worst dropSmaller wins−1.2%

2.1%VolatilityLower wins1.7%

2–3PSDM wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsDFSD · PSDM

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	BPSDM	PGIM Short Duration Multi-SectoRead Desk		0.40%	4.45%	+0.2%	+1.4%	+2.3%	+5.5%	new	−1.2%	$275M

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	BPSDM	PGIM Short Duration Multi-SectoRead Desk		0.40%	4.45%	+0.2%	+1.4%	+2.3%	+5.5%	new	−1.2%	$275M

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 PSDM

DFSD

Dimensional - Short Duration Fixed Income

[…]

PSDM

PGIM Short Duration Multi-Secto

[…]

MeasureDFSDPSDM

Fee0.17%0.40%

Cost on $10k a year$17$40

Yield4.51%4.45%

5 years, per year[…][…]

3 years, per year+5.1%+5.5%

Worst drop · 1Y−1.7%−1.2%

Volatility · 1Y2.1%1.7%

3–1measures won
PSDM 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFSD, PSDM

Today

[…]holdings […]

DFSDPSDM

DFSD—[…]

PSDM[…]—

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

PSDM$445 − $40 = $405

KeptFee

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