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IUSB vs DFSD
iShares Core Universal USD Bond ETF vs Dimensional Short-Duration Fixed Income ETF
Key differences
- IUSB costs 0.10% less per year.
- IUSB is significantly larger than DFSD — larger funds tend to be more liquid and less likely to close.
- IUSB covers north america markets; DFSD covers global.
- IUSB follows a index tracking strategy; DFSD uses active selection.
- Over the last 3 years, DFSD has delivered higher annualized returns.
- IUSB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IUSB | DFSD | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.16% |
| Fund size (AUM) | $36.5B | $6.6B |
| Since | 2014 | 2021 |
| Dividend yield | 4.24% | 3.97% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.0% | +4.6% |
| CAGR 3Y | +4.2% | +5.3% |
| CAGR 5Y | +0.5% | N/A |
| Sharpe 3Y | 0.15 | 0.78 |
| Volatility 1Y | 3.66% | 1.92% |
| Max drawdown | -17.90% | -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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