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DFSD vs CSHP

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

DFSD

Dimensional Short-Duration Fixed Income ETF

Annual cost

0.16%

Fund size

$6.8B

CSHP

iShares Enhanced Short-Term Bond Active ETF

Annual cost

0.20%

Fund size

$190M

Key differences

Both DFSD and CSHP are fixed income ETFs. DFSD charges 0.16% a year and CSHP 0.20%. 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

DFSDCSHP
Annual cost (TER)0.16%0.20%
Fund size (AUM)$6.8B$190M
Since20212024
Dividend yield3.97%5.00%
Asset classfixed incomefixed income
Regionglobalglobal
Strategyactive selectionactive selection
CAGR 1Y+4.3%+3.9%
CAGR 3Y+5.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.86N/A
Volatility 1Y1.90%0.35%
Max drawdown-8.45%-0.08%

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

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