SDSI vs DFSD

ASDSI

BDFSD

Measures won3–2SDSI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DFSD · $17 on $10k

Most income4.50%DFSD · $450 on $10k

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

Held in common[…]SDSI and DFSD

SDSI

DFSD

American Century Short Duration Strategic Income ETF · $345MDimensional - Short Duration Fixed Income ETF · $7.4B

+5.6%3 years · per year$11,791 · $11,637+5.2%

[…]5 years · per year[…]

0.32%Expense ratio$32 · $17 on $10k · lower wins0.17%

4.36%12-mo yield$436 · $450 on $10k4.50%

−1.2%Worst dropSmaller wins−1.7%

1.7%VolatilityLower wins2.1%

3–2SDSI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsSDSI · 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	ASDSI	American Century Short Duration Strategic Income ETFRead Desk		0.32%	4.36%	−0.4%	+1.7%	+2.8%	+5.6%	new	−1.2%	$345M
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	ASDSI	American Century Short Duration Strategic Income ETFRead Desk		0.32%	4.36%	−0.4%	+1.7%	+2.8%	+5.6%	new	−1.2%	$345M
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

SDSI vs DFSD

SDSI

American Century Short Duration Strategic Income

[…]

DFSD

Dimensional - Short Duration Fixed Income

[…]

MeasureSDSIDFSD

Fee0.32%0.17%

Cost on $10k a year$32$17

Yield4.36%4.50%

5 years, per year[…][…]

3 years, per year+5.6%+5.2%

Worst drop · 1Y−1.2%−1.7%

Volatility · 1Y1.7%2.1%

3–2measures won
SDSI 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: SDSI, DFSD

Today

[…]holdings […]

SDSIDFSD

SDSI—[…]

DFSD[…]—

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

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

SDSI$436 − $32 = $404

KeptFee

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