DFSD vs PSDM

ADFSD

BPSDM

Measures won2–3PSDM wins · of 6 · 5Y

$10,000 · 5Y$9,806AGG

Lowest cost0.03%AGG · $3 on $10k

Most income4.53%DFSD · $453 on $10k

Smallest drop−1.2%PSDM · worst fall in 1Y

Held in common[…]DFSD and PSDM

Dimensional - Short Duration Fixed Income ETF · $7.4BPGIM Short Duration Multi-Secto · $277M

+4.7%3 years · per year$11,466 · $11,634+5.2%

[…]5 years · per year[…]

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

4.53%12-mo yield$453 · $447 on $10k4.47%

Cards for this view

DFSD

Dimensional - Short Duration Fixed Income

[…]

PSDM

PGIM Short Duration Multi-Secto

[…]

MeasureDFSDPSDM

Fee0.17%0.40%

Cost on $10k a year$17$40

Yield4.53%4.47%

5 years, per year[…][…]

3 years, per year+4.7%+5.2%

Worst drop · 1Y−1.7%−1.2%

Volatility · 1Y2.2%1.8%

#
1	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$138.0B
2	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B
3	BPSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.47%	−0.2%	+1.0%	+1.7%	+5.2%	new	−1.2%	$277M

#
1	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$138.0B
2	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B
3	BPSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.47%	−0.2%	+1.0%	+1.7%	+5.2%	new	−1.2%	$277M

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