MFSD vs DFSD

AMFSD

BDFSD

Measures won0–2DFSD wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income4.50%DFSD · $450 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]MFSD and DFSD

MFSD

DFSD

MFS Active Short Duration Income ETF · $32MDimensional - Short Duration Fixed Income ETF · $7.4B

[…]3 years · per year[…] · $11,573+5.0%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $17 on $10k · lower wins0.17%

0.67%12-mo yield$67 · $450 on $10k4.50%

[…]Worst dropSmaller wins−1.7%

[…]VolatilityLower wins2.1%

0–2DFSD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSD · DFSD

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

Held in common[…]

End-of-day Nov 6, 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%	$116.5B
2	AMFSD	MFS Active Short Duration Income ETFRead Desk	0.25%	0.67%	0.0%	new	new	new	new	[…]	$32M
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.50%	−0.1%	+1.2%	+2.0%	+5.0%	new	−1.7%	$7.4B

End-of-day Nov 6, 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%	$116.5B
2	AMFSD	MFS Active Short Duration Income ETFRead Desk	0.25%	0.67%	0.0%	new	new	new	new	[…]	$32M
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.50%	−0.1%	+1.2%	+2.0%	+5.0%	new	−1.7%	$7.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFSD vs DFSD

MFSD

MFS Active Short Duration Income

[…]

DFSD

Dimensional - Short Duration Fixed Income

[…]

MeasureMFSDDFSD

Fee0.25%0.17%

Cost on $10k a year$25$17

Yield0.67%4.50%

5 years, per year[…][…]

3 years, per year[…]+5.0%

Worst drop · 1Y[…]−1.7%

Volatility · 1Y[…]2.1%

2–0measures won
DFSD first

Nov 6, 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%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MFSD, DFSD, SGOV

Today

[…]holdings […]

MFSDDFSDSGOV

MFSD—[…][…]

DFSD[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

SGOV$363 − $9 = $354

MFSD$67 − $25 = $42

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee