SCSB vs DFSD

ASCSB

BDFSD

Measures won0–2DFSD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DFSD · $17 on $10k

Most income4.51%DFSD · $451 on $10k

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

Held in common[…]SCSB and DFSD

SCSB

DFSD

Sterling Capital Funds - Sterling Capital Short Duration Bond ETF · $32MDimensional - Short Duration Fixed Income ETF · $7.4B

[…]3 years · per year[…] · $11,604+5.1%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $17 on $10k · lower wins0.17%

3.56%12-mo yield$356 · $451 on $10k4.51%

[…]Worst dropSmaller wins−1.7%

[…]VolatilityLower wins2.1%

0–2DFSD wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsSCSB · DFSD

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

Held in common[…]

End-of-day Nov 4, 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	ASCSB	Sterling Capital Funds - Sterling Capital Short Duration Bond ETFRead Desk		0.33%	3.56%	0.0%	new	new	new	new	[…]	$32M
2	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.51%	+0.2%	+1.1%	+1.9%	+5.1%	new	−1.7%	$7.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ASCSB	Sterling Capital Funds - Sterling Capital Short Duration Bond ETFRead Desk		0.33%	3.56%	0.0%	new	new	new	new	[…]	$32M
2	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.51%	+0.2%	+1.1%	+1.9%	+5.1%	new	−1.7%	$7.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCSB vs DFSD

SCSB

Sterling Capital Funds - Sterling Capital Short Duration Bond

[…]

DFSD

Dimensional - Short Duration Fixed Income

[…]

MeasureSCSBDFSD

Fee0.33%0.17%

Cost on $10k a year$33$17

Yield3.56%4.51%

5 years, per year[…][…]

3 years, per year[…]+5.1%

Worst drop · 1Y[…]−1.7%

Volatility · 1Y[…]2.1%

2–0measures won
DFSD first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCSB, DFSD

Today

[…]holdings […]

SCSBDFSD

SCSB—[…]

DFSD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$434most kept, DFSD

DFSD$451 − $17 = $434

SCSB$356 − $33 = $323

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee