DFSD vs SDFI

ADFSD

BSDFI

Measures won1–3SDFI wins · of 6 · 5Y

$10,000 · 5Y$9,975AGG

Lowest cost0.03%AGG · $3 on $10k

Most income4.56%SDFI · $456 on $10k

Smallest drop−1.6%SDFI · worst fall in 1Y

Held in common[…]DFSD and SDFI

DFSD

SDFI

Dimensional - Short Duration Fixed Income ETF · $7.4BAlliance Bernstein - AB Short Duration Income ETF · $192M

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

[…]5 years · per year[…]

0.17%Expense ratio$17 · $30 on $10k · lower wins0.30%

4.50%12-mo yield$450 · $456 on $10k4.56%

−1.7%Worst dropSmaller wins−1.6%

2.1%VolatilityLower wins1.9%

1–3SDFI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSD · SDFI

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

All Three

5Y3 funds

#
1	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.2B
2	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
3	BSDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk	0.30%	4.56%	+0.2%	+1.6%	+2.5%	new	new	−1.6%	$192M

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

All Three

5Y3 funds

#
1	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.2B
2	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
3	BSDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk	0.30%	4.56%	+0.2%	+1.6%	+2.5%	new	new	−1.6%	$192M

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 SDFI

DFSD

Dimensional - Short Duration Fixed Income

[…]

SDFI

Alliance Bernstein - AB Short Duration Income

[…]

MeasureDFSDSDFI

Fee0.17%0.30%

Cost on $10k a year$17$30

Yield4.50%4.56%

5 years, per year[…][…]

3 years, per year+5.2%[…]

Worst drop · 1Y−1.7%−1.6%

Volatility · 1Y2.1%1.9%

3–1measures won
SDFI first

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

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

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

Overlap: DFSD, SDFI, AGG

Today

[…]holdings […]

DFSDSDFIAGG

DFSD—[…][…]

SDFI[…]—[…]

AGG[…][…]—

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

SDFI$456 − $30 = $426

AGG$412 − $3 = $409

KeptFee

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