EVSD vs DFSD

AEVSD

BDFSD

Measures won3–1EVSD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DFSD · $17 on $10k

Most income4.76%EVSD · $476 on $10k

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

Held in common[…]EVSD and DFSD

EVSD

DFSD

Eaton Vance Short Duration Income ETF · $1.6BDimensional - Short Duration Fixed Income ETF · $7.4B

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

[…]5 years · per year[…]

0.24%Expense ratio$24 · $17 on $10k · lower wins0.17%

4.76%12-mo yield$476 · $451 on $10k4.51%

−1.6%Worst dropSmaller wins−1.7%

1.7%VolatilityLower wins2.1%

3–1EVSD wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsEVSD · DFSD

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	AEVSD	Eaton Vance Short Duration Income ETFRead Desk		0.24%	4.76%	+0.2%	+1.4%	+2.4%	new	new	−1.6%	$1.6B
2	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.51%	+0.2%	+1.1%	+1.9%	+5.1%	new	−1.7%	$7.4B

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	AEVSD	Eaton Vance Short Duration Income ETFRead Desk		0.24%	4.76%	+0.2%	+1.4%	+2.4%	new	new	−1.6%	$1.6B
2	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.51%	+0.2%	+1.1%	+1.9%	+5.1%	new	−1.7%	$7.4B

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

EVSD vs DFSD

EVSD

Eaton Vance Short Duration Income

[…]

DFSD

Dimensional - Short Duration Fixed Income

[…]

MeasureEVSDDFSD

Fee0.24%0.17%

Cost on $10k a year$24$17

Yield4.76%4.51%

5 years, per year[…][…]

3 years, per year[…]+5.1%

Worst drop · 1Y−1.6%−1.7%

Volatility · 1Y1.7%2.1%

3–1measures won
EVSD 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: EVSD, DFSD

Today

[…]holdings […]

EVSDDFSD

EVSD—[…]

DFSD[…]—

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

Income After Fees on $10,000

$452most kept, EVSD

EVSD$476 − $24 = $452

DFSD$451 − $17 = $434

KeptFee

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