Compare · 4 funds side by side · dividends reinvested

DFIP, SGOV, SCHD and BND

DFIPDimensional×SGOViShares×SCHDSchwab×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

DFIP, SGOV, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.3

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.5

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.31%−0.1%+0.0%+4.6%[…]−4.3%3.7%$1.1B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFIP 2021 · SGOV 2020 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Dimensional - Inflation-Protected Securities ETF · $1.1B$9,995

DFIP

SCHD

Schwab U.S. Dividend Equity ETF · $120B$13,138

$10,000 since Jan 1, dividends reinvested

DFIPMeasureSCHD

−0.1%Year to dateJan 1 → Nov 6+31.4%

+0.0%1 yearTotal return+37.0%

+4.6%3 years · per year$10,000 became $11,443 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.11%Expense ratio$11 · $6 a year on $10k · lower is better0.06%

5.31%Trailing 12-mo yield$531 · $300 a year on $10k3.00%

−4.3%Worst dropSmaller is better−6.9%

3.7%VolatilityLower is calmer11.7%

DFIPSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFIP vs SCHD: Top 5 Holdings

Today

DFIP

[…]in top 5

SCHD

in top 521.4%

DFIPStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

DFIP vs SCHD Returns, Every Period

DimensionalDFIP

+0.0%

past year

SCHDSchwab

+37.0%

past year

DFIPSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFIP vs BND

YTD

DimensionalDFIP

−0.1%

BNDVanguard

−0.0%

−0.1%Year to date−0.0%

−4.3%Worst drop · 1Y−4.5%

3.7%Volatility · 1Y4.0%

5.3%Yield4.1%

$1.1BAssets$161B

3–1DFIP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIP, SGOV, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

SGOV0.09%$9

DFIP0.11%$11

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFIP, SGOV, SCHD, BND

5.31%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.31%$531

BND4.12%$412

SGOV3.63%$363

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

BND$412 − $3 = $409

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFIP, SGOV, SCHD, BND

Today

[…]holdings […]

DFIPSGOVSCHDBND

DFIP—[…][…][…]

SGOV[…]—[…][…]

SCHD[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SGOVWorst drop0.0%0.2% vol

DFIPWorst drop−4.3%3.7% vol

BNDWorst drop−4.5%4.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPSCHD

−0.1%Year to date+31.4%

5.3%Yield3.0%

+0.0%Past year+37.0%

0.11%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026