EVSD vs DFSD

AEVSD

BDFSD

Measures won3–1EVSD wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income4.75%EVSD · $475 on $10k

Smallest drop0.0%SGOV · 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[…] · $11,584+5.0%

[…]5 years · per year[…]

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

4.75%12-mo yield$475 · $450 on $10k4.50%

−1.6%Worst dropSmaller wins−1.7%

1.7%VolatilityLower wins2.1%

3–1EVSD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEVSD · DFSD

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

Held in common[…]

End-of-day Nov 9, 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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
2	AEVSD	Eaton Vance Short Duration Income ETFRead Desk	0.24%	4.75%	0.0%	+1.5%	+2.4%	new	new	−1.6%	$1.6B
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.50%	0.0%	+1.2%	+1.9%	+5.0%	new	−1.7%	$7.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
2	AEVSD	Eaton Vance Short Duration Income ETFRead Desk	0.24%	4.75%	0.0%	+1.5%	+2.4%	new	new	−1.6%	$1.6B
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.50%	0.0%	+1.2%	+1.9%	+5.0%	new	−1.7%	$7.4B

End-of-day Nov 9, 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

Yield4.75%4.50%

5 years, per year[…][…]

3 years, per year[…]+5.0%

Worst drop · 1Y−1.6%−1.7%

Volatility · 1Y1.7%2.1%

3–1measures won
EVSD first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: EVSD, DFSD, SGOV

Today

[…]holdings […]

EVSDDFSDSGOV

EVSD—[…][…]

DFSD[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$451most kept, EVSD

EVSD$475 − $24 = $451

DFSD$450 − $17 = $433

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee