VYM vs DUSB

AVYM

BDUSB

Measures won2–3DUSB wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · BND $9,985

Lowest cost0.03%BND · $3 on $10k

Most income4.12%BND · $412 on $10k

Smallest drop−0.2%DUSB · worst fall in 1Y

Held in common[…]VYM and DUSB

VYM

DUSB

Vanguard High Dividend Yield ETF · $78.9BDimensional Ultrashort Fixed Income ETF · $2.8B

+19.7%3 years · per year$17,150 · $11,518+4.8%

+11.5%5 years · per year$17,254 · […][…]

0.04%Expense ratio$4 · $15 on $10k · lower wins0.15%

2.26%12-mo yield$226 · $392 on $10k3.92%

−6.7%Worst dropSmaller wins−0.2%

10.8%VolatilityLower wins0.6%

2–3DUSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVYM · DUSB

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	BDUSB	Dimensional Ultrashort Fixed Income ETFRead Desk	0.15%	3.92%	0.0%	+3.1%	+3.8%	+4.8%	new	−0.2%	$2.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	BDUSB	Dimensional Ultrashort Fixed Income ETFRead Desk	0.15%	3.92%	0.0%	+3.1%	+3.8%	+4.8%	new	−0.2%	$2.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VYM vs DUSB

VYM

Vanguard High Dividend Yield

$17,254

DUSB

Dimensional Ultrashort Fixed Income

[…]

MeasureVYMDUSB

Fee0.04%0.15%

Cost on $10k a year$4$15

Yield2.26%3.92%

5 years, per year+11.5%[…]

3 years, per year+19.7%+4.8%

Worst drop · 1Y−6.7%−0.2%

Volatility · 1Y10.8%0.6%

3–2measures won
DUSB first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VYM, DUSB, BND

Today

[…]holdings […]

VYMDUSBBND

VYM—[…][…]

DUSB[…]—[…]

BND[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

DUSB$392 − $15 = $377

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee