SCSB vs DFSD

ASCSB

BDFSD

Measures won0–2DFSD wins · of 6 · 5Y

$10,000 · 5Y$9,755AGG

Lowest cost0.03%AGG · $3 on $10k

Most income4.53%DFSD · $453 on $10k

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

Held in common[…]SCSB and DFSD

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

[…]3 years · per year[…] · $11,464+4.7%

[…]5 years · per year[…]

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

3.57%12-mo yield$357 · $453 on $10k4.53%

Cards for this view

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

Yield3.57%4.53%

5 years, per year[…][…]

3 years, per year[…]+4.7%

Worst drop · 1Y[…]−1.7%

Volatility · 1Y[…]2.2%

#
1	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.19%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.6%	$137.0B
2	ASCSB	Sterling Capital Funds - Sterling Capital Short Duration Bond ETFRead Desk	0.33%	3.57%	0.0%	new	new	new	new	[…]	$32M
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	0.0%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

#
1	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.19%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.6%	$137.0B
2	ASCSB	Sterling Capital Funds - Sterling Capital Short Duration Bond ETFRead Desk	0.33%	3.57%	0.0%	new	new	new	new	[…]	$32M
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	0.0%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

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