Screener
DFSD vs DFIP
Dimensional Short-Duration Fixed Income ETF vs Dimensional Inflation-Protected Securities ETF
Key differences
Both DFSD and DFIP are fixed income ETFs. DFSD charges 0.16% a year and DFIP 0.11%. The main difference: DFSD covers global markets; DFIP covers North America.
- DFSD covers global markets; DFIP covers North America.
- DFIP costs 0.05% less per year.
- DFSD is much larger than DFIP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFSD has delivered higher annualized returns.
Side-by-side comparison
| DFSD | DFIP | |
|---|---|---|
| Annual cost (TER) | 0.16% | 0.11% |
| Fund size (AUM) | $6.8B | $1.1B |
| Since | 2021 | 2021 |
| Dividend yield | 3.97% | 3.88% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.3% | +5.0% |
| CAGR 3Y | +5.5% | +4.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.86 | 0.14 |
| Volatility 1Y | 1.90% | 3.40% |
| Max drawdown | -8.45% | -14.96% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.