Screener
IG vs DFSD
Principal Investment Grade Corporate ETF vs Dimensional Short-Duration Fixed Income ETF
Key differences
- DFSD is significantly larger than IG — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| IG | DFSD | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.16% |
| Fund size (AUM) | $179M | $6.6B |
| Since | 2018 | 2021 |
| Dividend yield | 5.06% | 3.97% |
| Asset class | fixed income | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.0% | +4.6% |
| CAGR 3Y | +5.1% | +5.3% |
| CAGR 5Y | +0.2% | N/A |
| Sharpe 3Y | 0.27 | 0.78 |
| Volatility 1Y | 4.81% | 1.92% |
| Max drawdown | -23.17% | -8.45% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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