DFSD vs SCSB

ADFSD

BSCSB

Measures won2–0DFSD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DFSD · $17 on $10k

Most income4.50%DFSD · $450 on $10k

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

Held in common[…]DFSD and SCSB

DFSD

SCSB

Dimensional - Short Duration Fixed Income ETF · $7.4BSterling Capital Funds - Sterling Capital Short Duration Bond ETF · $32M

+5.2%3 years · per year$11,637 · […][…]

[…]5 years · per year[…]

0.17%Expense ratio$17 · $33 on $10k · lower wins0.33%

4.50%12-mo yield$450 · $355 on $10k3.55%

−1.7%Worst dropSmaller wins[…]

2.1%VolatilityLower wins[…]

2–0DFSD wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsDFSD · SCSB

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

Held in common[…]

End-of-day Nov 5, 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%	4.50%	+0.2%	+1.3%	+2.1%	+5.2%	new	−1.7%	$7.4B
2	BSCSB	Sterling Capital Funds - Sterling Capital Short Duration Bond ETFRead Desk		0.33%	3.55%	+0.1%	new	new	new	new	[…]	$32M

End-of-day Nov 5, 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%	4.50%	+0.2%	+1.3%	+2.1%	+5.2%	new	−1.7%	$7.4B
2	BSCSB	Sterling Capital Funds - Sterling Capital Short Duration Bond ETFRead Desk		0.33%	3.55%	+0.1%	new	new	new	new	[…]	$32M

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

Cards for this view

DFSD vs SCSB

DFSD

Dimensional - Short Duration Fixed Income

[…]

SCSB

Sterling Capital Funds - Sterling Capital Short Duration Bond

[…]

MeasureDFSDSCSB

Fee0.17%0.33%

Cost on $10k a year$17$33

Yield4.50%3.55%

5 years, per year[…][…]

3 years, per year+5.2%[…]

Worst drop · 1Y−1.7%[…]

Volatility · 1Y2.1%[…]

2–0measures won
DFSD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFSD, SCSB

Today

[…]holdings […]

DFSDSCSB

DFSD—[…]

SCSB[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

SCSB$355 − $33 = $322

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee