Compare · 2 funds side by side · dividends reinvested

DFUS and SCHB

DFUSDimensional×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,473DFUS · best of the two

02 / 04

DFUS and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.88%+11.8%+12.0%+24.1%+11.8%−9.0%13.1%$21.4B1.5

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFUS 2001 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Dimensional U.S. Equity ETF · $21.4B$11,176

DFUS

SCHB

Schwab U.S. Broad Market ETF · $44.0B$11,161

$10,000 since Jan 1, dividends reinvested · they hold 94.6% in common

DFUSMeasureSCHB

+11.8%Year to dateJan 1 → Nov 3+11.6%

+12.0%1 yearTotal return+11.7%

+24.1%3 years · per year$10,000 became $19,091 · $18,993+23.8%

+11.8%5 years · per year$10,000 became $17,473 · $16,894+11.1%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $106 a year on $10k1.06%

−9.0%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.1%

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

4–3DFUS wins

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

More Ways to See the Pairs

DFUS vs SCHB: Top 5 Holdings

Today

DFUS

24.4%in top 5

SCHB

in top 524.2%

DFUSStockSCHB

6.8%AAPL6.8%

6.5%NVDA6.7%

5.3%MSFT5.2%

3.5%AMZN3.3%

2.3%GOOGL2.2%

Held in common94.6%

End-of-day Nov 3, 2026 · share of each fund

DFUS vs SCHB Returns, Every Period

DimensionalDFUS

+11.8%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

DFUSSCHBFaded: behind in that period

4–0DFUS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFUS vs SCHB

YTD

DimensionalDFUS

+11.8%

SCHBSchwab

+11.6%

+11.8%Year to date+11.6%

−9.0%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.1%

0.9%Yield1.1%

$21.4BAssets$44.0B

2–1SCHB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFUS, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

DFUS0.09%$9

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFUS, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

DFUS0.88%$88

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

DFUS$88 − $9 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFUS, SCHB

Today

94.6%most shared, DFUS and SCHB

DFUSSCHB

DFUS—94.6%

SCHB94.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.0%DFUS, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

DFUSWorst drop−9.0%13.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBDFUS

+11.6%Year to date+11.8%

1.1%Yield0.9%

+11.7%Past year+12.0%

0.03%Fee0.09%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026