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CSHP vs DFSD

iShares Enhanced Short-Term Bond Active ETF vs Dimensional Short-Duration Fixed Income ETF

CSHP

iShares Enhanced Short-Term Bond Active ETF

Annual cost

0.20%

Fund size

$190M

DFSD

Dimensional Short-Duration Fixed Income ETF

Annual cost

0.16%

Fund size

$6.8B

Key differences

Both CSHP and DFSD are fixed income ETFs. CSHP charges 0.20% a year and DFSD 0.16%. The main difference: DFSD is much larger than CSHP. Larger funds are usually more liquid and less likely to close.

  • DFSD is much larger than CSHP. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CSHPDFSD
Annual cost (TER)0.20%0.16%
Fund size (AUM)$190M$6.8B
Since20242021
Dividend yield5.00%3.97%
Asset classfixed incomefixed income
Regionglobalglobal
Strategyactive selectionactive selection
CAGR 1Y+3.9%+4.3%
CAGR 3YN/A+5.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.86
Volatility 1Y0.35%1.90%
Max drawdown-0.08%-8.45%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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