NBSD vs DFSD

ANBSD

BDFSD

Measures won3–1NBSD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DFSD · $17 on $10k

Most income4.75%NBSD · $475 on $10k

Smallest drop−1.2%NBSD · worst fall in 1Y

Held in common[…]NBSD and DFSD

NBSD

DFSD

Neuberger Berman Short Duration Income ETF · $1.8BDimensional - Short Duration Fixed Income ETF · $7.4B

[…]3 years · per year[…] · $11,637+5.2%

[…]5 years · per year[…]

0.42%Expense ratio$42 · $17 on $10k · lower wins0.17%

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

−1.2%Worst dropSmaller wins−1.7%

1.4%VolatilityLower wins2.1%

3–1NBSD wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsNBSD · DFSD

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

Held in common[…]

End-of-day Nov 5, 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	ANBSD	Neuberger Berman Short Duration Income ETFRead Desk		0.42%	4.75%	0.0%	+1.8%	+2.8%	new	new	−1.2%	$1.8B
2	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.50%	+0.2%	+1.3%	+2.1%	+5.2%	new	−1.7%	$7.4B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ANBSD	Neuberger Berman Short Duration Income ETFRead Desk		0.42%	4.75%	0.0%	+1.8%	+2.8%	new	new	−1.2%	$1.8B
2	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.50%	+0.2%	+1.3%	+2.1%	+5.2%	new	−1.7%	$7.4B

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

Cards for this view

NBSD vs DFSD

NBSD

Neuberger Berman Short Duration Income

[…]

DFSD

Dimensional - Short Duration Fixed Income

[…]

MeasureNBSDDFSD

Fee0.42%0.17%

Cost on $10k a year$42$17

Yield4.75%4.50%

5 years, per year[…][…]

3 years, per year[…]+5.2%

Worst drop · 1Y−1.2%−1.7%

Volatility · 1Y1.4%2.1%

3–1measures won
NBSD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NBSD, DFSD

Today

[…]holdings […]

NBSDDFSD

NBSD—[…]

DFSD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$433most kept, NBSD

NBSD$475 − $42 = $433

DFSD$450 − $17 = $433

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee