PSDM vs DFSD

APSDM

BDFSD

Measures won3–2PSDM wins · of 6 · 5Y

$10,000 · 5Y$9,806AGG

Lowest cost0.03%AGG · $3 on $10k

Most income4.53%DFSD · $453 on $10k

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

Held in common[…]PSDM and DFSD

PGIM Short Duration Multi-Secto · $277MDimensional - Short Duration Fixed Income ETF · $7.4B

+5.2%3 years · per year$11,634 · $11,466+4.7%

[…]5 years · per year[…]

0.40%Expense ratio$40 · $17 on $10k · lower wins0.17%

4.47%12-mo yield$447 · $453 on $10k4.53%

Cards for this view

PSDM

PGIM Short Duration Multi-Secto

[…]

DFSD

Dimensional - Short Duration Fixed Income

[…]

MeasurePSDMDFSD

Fee0.40%0.17%

Cost on $10k a year$40$17

Yield4.47%4.53%

5 years, per year[…][…]

3 years, per year+5.2%+4.7%

Worst drop · 1Y−1.2%−1.7%

Volatility · 1Y1.8%

#
1	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$138.0B
2	APSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.47%	−0.2%	+1.0%	+1.7%	+5.2%	new	−1.2%	$277M
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

#
1	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$138.0B
2	APSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.47%	−0.2%	+1.0%	+1.7%	+5.2%	new	−1.2%	$277M
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

Loading…