Compare · 3 funds side by side · dividends reinvested

DFAC, SCHB and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

DFAC, SCHB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B2.3

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.9B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · SCHB 2009 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

$10,000 five years ago, dividends reinvested · they hold 75.0% in common

DFACMeasureSCHB

+15.8%Year to dateJan 1 → Nov 5+13.3%

+17.7%1 yearTotal return+13.3%

+23.2%3 years · per year$10,000 became $18,682 · $19,056+24.0%

+11.7%5 years · per year$10,000 became $17,417 · $17,270+11.5%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.87%Trailing 12-mo yield$87 · $104 a year on $10k1.04%

−8.5%Worst dropSmaller is better−8.9%

12.3%VolatilityLower is calmer13.1%

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

5–3DFAC wins

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

More Ways to See the Pairs

DFAC vs SCHB: Top 5 Holdings

Today

DFAC

20.5%in top 5

SCHB

in top 524.8%

DFACStockSCHB

5.8%AAPL6.9%

5.1%NVDA6.5%

5.0%MSFT5.6%

2.7%AMZN3.5%

not top 5GOOGL2.3%

1.9%METAnot top 5

Held in common75.0%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs SCHB Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

DFACSCHBFaded: behind in that period

3–1DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAC vs VTV

YTD

DimensionalDFAC

+15.8%

VTVVanguard

+22.8%

+15.8%Year to date+22.8%

−8.5%Worst drop · 1Y−6.4%

12.3%Volatility · 1Y10.2%

0.9%Yield1.8%

$89.2BAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SCHB, VTV

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VTV0.03%$3

DFAC0.21%$21

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, SCHB, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

SCHB1.04%$104

DFAC0.87%$87

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

SCHB$104 − $3 = $101

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, SCHB, VTV

Today

75.0%most shared, DFAC and SCHB

DFACSCHBVTV

DFAC—75.0%37.7%

SCHB75.0%—39.1%

VTV37.7%39.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

DFACWorst drop−8.5%12.3% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+22.8%Year to date+15.8%

1.8%Yield0.9%

+27.5%Past year+17.7%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026