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DFGP vs DFSB

Dimensional Global Core Plus Fixed Income ETF vs Dimensional Global Sustainability Fixed Income ETF

DFGP

Dimensional Global Core Plus Fixed Income ETF

Dimensional Fund Advisors

Annual cost

0.22%

Fund size

$2.4B

DFSB

Dimensional Global Sustainability Fixed Income ETF

Dimensional Fund Advisors

Annual cost

0.24%

Fund size

$663M

Key differences

  • DFGP is significantly larger than DFSB — larger funds tend to be more liquid and less likely to close.
  • DFGP follows a active selection strategy; DFSB uses index tracking.

Side-by-side comparison

DFGPDFSB
Annual cost (TER)0.22%0.24%
Fund size (AUM)$2.4B$663M
Since20232022
Dividend yield3.35%3.30%
Asset classfixed incomefixed income
Region
Strategyactive selectionindex tracking
CAGR 1Y+6.0%+5.3%
CAGR 3YN/A+4.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.22
Volatility 1Y4.00%3.87%
Max drawdown-3.24%-5.15%

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

Similar to DFGP and DFSB