DFSD vs PSDM

ADFSD

BPSDM

Measures won2–3PSDM wins · of 6 · 5Y

$10,000 · 5Y$10,403MUB

Lowest cost0.05%MUB · $5 on $10k

Most income4.52%DFSD · $452 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

+4.8%3 years · per year$11,513 · $11,667+5.3%

[…]5 years · per year[…]

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

4.52%12-mo yield$452 · $446 on $10k4.46%

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

Yield4.52%4.46%

5 years, per year[…][…]

3 years, per year+4.8%+5.3%

Worst drop · 1Y−1.7%−1.2%

Volatility · 1Y2.2%1.8%

#
1	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.3%	+0.5%	+0.9%	+3.9%	+0.8%	−6.3%	$54.9B
2	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.52%	−0.1%	+0.8%	+1.5%	+4.8%	new	−1.7%	$7.4B
3	BPSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.46%	0.0%	+1.2%	+2.0%	+5.3%	new	−1.2%	$277M

#
1	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.3%	+0.5%	+0.9%	+3.9%	+0.8%	−6.3%	$54.9B
2	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.52%	−0.1%	+0.8%	+1.5%	+4.8%	new	−1.7%	$7.4B
3	BPSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.46%	0.0%	+1.2%	+2.0%	+5.3%	new	−1.2%	$277M

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