DUSB vs SGOV

ADUSB

BSGOV

Measures won2–3SGOV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SGOV $12,095

Lowest cost0.03%IVV · $3 on $10k

Most income3.92%DUSB · $392 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]DUSB and SGOV

Dimensional Ultrashort Fixed Income ETF · $2.8BiShares 0-3 Month Treasury Bond ETF · $117B

+4.7%3 years · per year$11,492 · $11,416+4.5%

[…]5 years · per year[…] · $12,095+3.9%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

3.92%12-mo yield$392 · $363 on $10k

Cards for this view

DUSB

Dimensional Ultrashort Fixed Income

[…]

SGOV

iShares 0-3 Month Treasury Bond

$12,095

MeasureDUSBSGOV

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield3.92%3.63%

5 years, per year[…]+3.9%

3 years, per year+4.7%+4.5%

Worst drop · 1Y−0.2%−0.0%

Volatility · 1Y0.6%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	ADUSB	Dimensional Ultrashort Fixed Income ETFRead Desk	0.15%	3.92%	−0.1%	+2.9%	+3.5%	+4.7%	new	−0.2%	$2.8B

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	ADUSB	Dimensional Ultrashort Fixed Income ETFRead Desk	0.15%	3.92%	−0.1%	+2.9%	+3.5%	+4.7%	new	−0.2%	$2.8B

Loading…