SBND vs DFSD

ASBND

BDFSD

Measures won2–3DFSD wins · of 6 · 5Y

$10,000 · 5Y$11,335SBND

Lowest cost0.17%DFSD · $17 on $10k

Most income4.65%SBND · $465 on $10k

Smallest drop−1.7%DFSD · worst fall in 1Y

Held in common[…]SBND and DFSD

SBND

DFSD

Columbia Short Duration Bond ETF · $214MDimensional - Short Duration Fixed Income ETF · $7.4B

+6.2%3 years · per year$11,975 · $11,637+5.2%

+2.5%5 years · per year$11,335 · […][…]

0.26%Expense ratio$26 · $17 on $10k · lower wins0.17%

4.65%12-mo yield$465 · $450 on $10k4.50%

−2.1%Worst dropSmaller wins−1.7%

2.4%VolatilityLower wins2.1%

2–3DFSD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSBND · 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
1	ASBND	Columbia Short Duration Bond ETFRead Desk		0.26%	4.65%	+0.1%	+1.2%	+2.2%	+6.2%	+2.5%	−2.1%	$214M
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
1	ASBND	Columbia Short Duration Bond ETFRead Desk		0.26%	4.65%	+0.1%	+1.2%	+2.2%	+6.2%	+2.5%	−2.1%	$214M
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

SBND vs DFSD

SBND

Columbia Short Duration Bond

$11,335

DFSD

Dimensional - Short Duration Fixed Income

[…]

MeasureSBNDDFSD

Fee0.26%0.17%

Cost on $10k a year$26$17

Yield4.65%4.50%

5 years, per year+2.5%[…]

3 years, per year+6.2%+5.2%

Worst drop · 1Y−2.1%−1.7%

Volatility · 1Y2.4%2.1%

3–2measures won
DFSD 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: SBND, DFSD

Today

[…]holdings […]

SBNDDFSD

SBND—[…]

DFSD[…]—

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

Income After Fees on $10,000

$439most kept, SBND

SBND$465 − $26 = $439

DFSD$450 − $17 = $433

KeptFee

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