Screener
DFSD vs DMX
Dimensional Short-Duration Fixed Income ETF vs DoubleLine Multi-Sector Income ETF
Key differences
Both DFSD and DMX are fixed income ETFs. DFSD charges 0.16% a year and DMX 0.50%. The main difference: DFSD covers global markets; DMX covers North America.
- DFSD covers global markets; DMX covers North America.
- DFSD costs 0.34% less per year.
- DFSD is much larger than DMX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| DFSD | DMX | |
|---|---|---|
| Annual cost (TER) | 0.16% | 0.50% |
| Fund size (AUM) | $6.8B | $90M |
| Since | 2021 | 2024 |
| Dividend yield | 3.97% | 5.90% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.3% | +6.5% |
| CAGR 3Y | +5.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.86 | N/A |
| Volatility 1Y | 1.90% | 2.32% |
| Max drawdown | -8.45% | -2.65% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.