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DFSD vs ICSH

Dimensional Short-Duration Fixed Income ETF vs iShares Ultra Short Duration Bond Active ETF

DFSD

Dimensional Short-Duration Fixed Income ETF

Annual cost

0.16%

Fund size

$6.8B

ICSH

iShares Ultra Short Duration Bond Active ETF

Annual cost

0.08%

Fund size

$7.6B

Key differences

Both DFSD and ICSH are fixed income ETFs. DFSD charges 0.16% a year and ICSH 0.08%. The main difference: DFSD covers global markets; ICSH covers North America.

  • DFSD covers global markets; ICSH covers North America.
  • ICSH costs 0.08% less per year.
  • ICSH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFSDICSH
Annual cost (TER)0.16%0.08%
Fund size (AUM)$6.8B$7.6B
Since20212013
Dividend yield3.97%4.38%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.3%+4.3%
CAGR 3Y+5.5%+5.2%
CAGR 5YN/A+3.7%
Sharpe 3Y0.863.41
Volatility 1Y1.90%0.41%
Max drawdown-8.45%-3.94%

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

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