DFSD vs SDUR

ADFSD

BSDUR

Measures won2–0DFSD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DFSD · $17 on $10k

Most income4.51%DFSD · $451 on $10k

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

Held in common[…]DFSD and SDUR

DFSD

SDUR

Dimensional - Short Duration Fixed Income ETF · $7.4BAristotle Short Term Income ETF · $5M

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

[…]5 years · per year[…]

0.17%Expense ratio$17 · $39 on $10k · lower wins0.39%

4.51%12-mo yield$451 · $100 on $10k1.00%

−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 · SDUR

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

Both

5Y2 funds

#			Trend							5Y/yr
1	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
2	BSDUR	Aristotle Short Term Income ETFRead Desk		0.39%	1.00%	+0.2%	new	new	new	new	[…]	$5M

End-of-day Nov 4, 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%	4.51%	+0.2%	+1.1%	+1.9%	+5.1%	new	−1.7%	$7.4B
2	BSDUR	Aristotle Short Term Income ETFRead Desk		0.39%	1.00%	+0.2%	new	new	new	new	[…]	$5M

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 SDUR

DFSD

Dimensional - Short Duration Fixed Income

[…]

SDUR

Aristotle Short Term Income

[…]

MeasureDFSDSDUR

Fee0.17%0.39%

Cost on $10k a year$17$39

Yield4.51%1.00%

5 years, per year[…][…]

3 years, per year+5.1%[…]

Worst drop · 1Y−1.7%[…]

Volatility · 1Y2.1%[…]

2–0measures won
DFSD 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFSD, SDUR

Today

[…]holdings […]

DFSDSDUR

DFSD—[…]

SDUR[…]—

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

Income After Fees on $10,000

$434most kept, DFSD

DFSD$451 − $17 = $434

SDUR$100 − $39 = $61

KeptFee

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