DFSD vs SDFI

ADFSD

BSDFI

Measures won1–3SDFI wins · of 6 · 5Y

$10,000 · 5Y$10,150BNDX

Lowest cost0.07%BNDX · $7 on $10k

Most income4.65%BNDX · $465 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

+5.1%3 years · per year$11,604 · […][…]

[…]5 years · per year[…]

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

4.51%12-mo yield$451 · $457 on $10k4.57%

−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 4, 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	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	+0.4%	+0.6%	0.0%	+4.6%	+0.3%	−3.2%	$82.9B
2	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
3	BSDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk	0.30%	4.57%	+0.3%	+1.4%	+2.4%	new	new	−1.6%	$192M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	+0.4%	+0.6%	0.0%	+4.6%	+0.3%	−3.2%	$82.9B
2	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
3	BSDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk	0.30%	4.57%	+0.3%	+1.4%	+2.4%	new	new	−1.6%	$192M

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 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

Yield4.51%4.57%

5 years, per year[…][…]

3 years, per year+5.1%[…]

Worst drop · 1Y−1.7%−1.6%

Volatility · 1Y2.1%1.9%

3–1measures won
SDFI 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFSD, SDFI, BNDX

Today

[…]holdings […]

DFSDSDFIBNDX

DFSD—[…][…]

SDFI[…]—[…]

BNDX[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$458most kept, BNDX

BNDX$465 − $7 = $458

DFSD$451 − $17 = $434

SDFI$457 − $30 = $427

KeptFee

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