Loading issuers…
Loading issuers…
iShares made investors more money ($380B). Dimensional had more funds that made money (85%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one bonds & cash fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · BONDS & CASH | iShares | Dimensional |
|---|---|---|
| Funds in the category | 147 | 11 |
| Made money (W–L) | 76–55 | 4–6 |
| Win % | 58% | 40% |
| Money made | $1.0B | $39M |
| Typical return | +0.6% | −0.4% |
| Launches · 2026 | 12 | 0 |
| Assets | $975B | $39.7B |
| Fee per $100 | $0.11 | $0.18 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | $140B | −0.5% ✕ |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $115B | +3.1% ✓ |
| MUB | iShares National Muni Bond ETF | $54.5B | −0.1% ✕ |
| IUSB | iShares Core Universal USD Bond ETF | $50.1B | −0.4% ✕ |
| TLT | iShares 20+ Year Treasury Bond ETF | $47.9B | −5.9% ✕ |
| IEF | iShares 7-10 Year Treasury Bond ETF | $44.1B | −2.0% ✕ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| DFCF | Dimensional - Core Fixed Income ETF | $11.7B | −0.7% ✕ |
| DFSD | Dimensional - Short Duration Fixed Income ETF | $7.4B | +1.2% ✓ |
| DFGV | DFA Intermediate Government Fixed Income Portfolio | $6.1B | — |
| DFGP | Dimensional - Global Core Plus Fixed Income ETF | $3.8B | −0.5% ✕ |
| DUSB | Dimensional Ultrashort Fixed Income ETF | $2.8B | +3.5% ✓ |
| DFNM | Dimensional - National Municipal Bond ETF | $2.3B | +0.6% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.