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DFSD vs. BND
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DFSD vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional Short-Duration Fixed Income ETF (DFSD) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DFSD achieves a 0.67% return, which is significantly higher than BND's 0.38% return.


DFSD

1D
-0.10%
1M
0.27%
YTD
0.67%
6M
0.81%
1Y
3.88%
3Y*
5.31%
5Y*
10Y*

BND

1D
-0.27%
1M
0.53%
YTD
0.38%
6M
0.45%
1Y
4.37%
3Y*
3.92%
5Y*
0.04%
10Y*
1.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DFSD vs. BND - Yearly Performance Comparison


2026 (YTD)20252024202320222021
DFSD
Dimensional Short-Duration Fixed Income ETF
0.67%6.59%4.60%6.09%-5.87%-0.05%
BND
Vanguard Total Bond Market ETF
0.38%7.08%1.38%5.65%-13.11%0.38%

Correlation

The correlation between DFSD and BND is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.86

Correlation (3Y)
Calculated over the trailing 3-year period

0.78

Correlation (All Time)
Calculated using the full available price history since Nov 16, 2021

0.79

The correlation between DFSD and BND has been stable across timeframes, ranging from 0.78 to 0.86 - a consistent structural relationship.

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Return for Risk

DFSD vs. BND — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DFSD
DFSD Risk / Return Rank: 6363
Overall Rank
DFSD Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
DFSD Sortino Ratio Rank: 7171
Sortino Ratio Rank
DFSD Omega Ratio Rank: 6969
Omega Ratio Rank
DFSD Calmar Ratio Rank: 5555
Calmar Ratio Rank
DFSD Martin Ratio Rank: 5959
Martin Ratio Rank

BND
BND Risk / Return Rank: 3333
Overall Rank
BND Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
BND Sortino Ratio Rank: 3434
Sortino Ratio Rank
BND Omega Ratio Rank: 3131
Omega Ratio Rank
BND Calmar Ratio Rank: 3333
Calmar Ratio Rank
BND Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DFSD vs. BND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional Short-Duration Fixed Income ETF (DFSD) and Vanguard Total Bond Market ETF (BND). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DFSDBNDDifference
Sharpe ratioReturn per unit of total volatility

+0.85

Sortino ratioReturn per unit of downside risk

+1.33

Omega ratioGain probability vs. loss probability

1.39

1.21

+0.19

Calmar ratioReturn relative to maximum drawdown

2.66

1.64

+1.02

Martin ratioReturn relative to average drawdown

10.08

4.69

+5.39

DFSD vs. BND - Sharpe Ratio Comparison

The current DFSD Sharpe Ratio is 2.02, which is higher than the BND Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of DFSD and BND, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DFSD vs. BND - Drawdown Comparison

The maximum DFSD drawdown since its inception was -8.45%, smaller than the maximum BND drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for DFSD and BND.


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Drawdown Indicators


DFSDBNDDifference

Max Drawdown

Largest peak-to-trough decline

-8.45%

-18.58%

+10.13%

Max Drawdown (1Y)

Largest decline over 1 year

-1.47%

-2.68%

+1.21%

Max Drawdown (3Y)

Largest decline over 3 years

-1.47%

-5.92%

+4.45%

Max Drawdown (5Y)

Largest decline over 5 years

-17.91%

Max Drawdown (10Y)

Largest decline over 10 years

-18.58%

Current Drawdown

Current decline from peak

-0.39%

-2.26%

+1.87%

Average Drawdown

Average peak-to-trough decline

-2.05%

-3.06%

+1.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.39%

0.93%

-0.54%

Volatility

DFSD vs. BND - Volatility Comparison

The current volatility for Dimensional Short-Duration Fixed Income ETF (DFSD) is 0.64%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.08%. This indicates that DFSD experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DFSDBNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.64%

1.08%

-0.44%

Volatility (6M)

Calculated over the trailing 6-month period

1.53%

2.77%

-1.24%

Volatility (1Y)

Calculated over the trailing 1-year period

1.93%

3.74%

-1.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.77%

6.03%

-3.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.77%

5.54%

-2.77%

DFSD vs. BND - Expense Ratio Comparison

DFSD has a 0.16% expense ratio, which is higher than BND's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

DFSD vs. BND - Dividend Comparison

DFSD's dividend yield for the trailing twelve months is around 3.97%, which matches BND's 3.96% yield.


PositionTTM20252024202320222021202020192018201720162015
BND
Vanguard Total Bond Market ETF
3.96%3.86%3.67%3.09%2.60%2.12%2.38%2.72%2.81%2.54%2.51%2.57%
DFSD
Dimensional Short-Duration Fixed Income ETF
3.97%4.12%4.81%3.89%2.12%0.11%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


DFSD and BND have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BND has higher volatility (1.08%) compared to DFSD (0.64%). In terms of maximum drawdown, DFSD dropped -8.45% vs BND's -18.58%.

On 3-year performance, DFSD leads with 5.31% vs 3.92% for BND. On fees, BND is cheaper at 0.03% per year. On volatility, DFSD has been the lower-risk option at 0.64%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, DFSD has performed better with a 5.31% return vs 3.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BND is cheaper with a 0.03% expense ratio, compared with 0.16% for DFSD.

DFSD and BND have nearly identical dividend yields, around 3.97%.

DFSD is categorized as Short-Term Bond, while BND is Total Bond Market. They also come from different issuers: Dimensional and Vanguard. Their fees differ too: 0.16% for DFSD and 0.03% for BND.

DFSD currently has the higher Sharpe Ratio (2.02 vs 1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for DFSD and BND

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