Compare · 3 funds side by side · dividends reinvested

DFAC, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

DFAC, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.6

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$42.9B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

DFAC

SCHB

Schwab U.S. Broad Market ETF · $42.9B$16,348

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

DFACMeasureSCHB

+11.2%Year to dateJan 1 → Nov 5+8.4%

+14.3%1 yearTotal return+9.8%

+21.2%3 years · per year$10,000 became $17,812 · $18,100+21.9%

+10.6%5 years · per year$10,000 became $16,526 · $16,348+10.3%

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

0.90%Trailing 12-mo yield$90 · $109 a year on $10k1.09%

−8.5%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.8%

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

+10.6%

5 years, per year

SCHBSchwab

+10.3%

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 SCHB

YTD

DimensionalDFAC

+11.2%

SCHBSchwab

+8.4%

+11.2%Year to date+8.4%

−8.5%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.8%

0.9%Yield1.1%

$85.7BAssets$42.9B

3–1DFAC wins

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

Cost, Income and Risk

Fees: DFAC, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

DFAC0.21%$21

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

Yields: DFAC, SCHB, VUG

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

DFAC0.90%$90

VUG0.43%$43

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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

Overlap: DFAC, SCHB, VUG

Today

75.0%most shared, DFAC and SCHB

DFACSCHBVUG

DFAC—75.0%36.2%

SCHB75.0%—50.6%

VUG36.2%50.6%—

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

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

SCHBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SCHBDFAC

+8.4%Year to date+11.2%

1.1%Yield0.9%

+9.8%Past year+14.3%

0.03%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026