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BTOT vs DFSD

iShares Total USD Fixed Income Market ETF vs Dimensional Short-Duration Fixed Income ETF

BTOT

iShares Total USD Fixed Income Market ETF

Annual cost

Fund size

DFSD

Dimensional Short-Duration Fixed Income ETF

Dimensional Fund Advisors

Annual cost

0.16%

Fund size

$6.6B

Key differences

  • BTOT covers north america markets; DFSD covers global.
  • BTOT follows a index tracking strategy; DFSD uses active selection.

Side-by-side comparison

BTOTDFSD
Annual cost (TER)0.16%
Fund size (AUM)$6.6B
Since2021
Dividend yield3.97%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1YN/A+4.6%
CAGR 3YN/A+5.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.78
Volatility 1Y1.92%
Max drawdown-2.36%-8.45%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BTOT and DFSD