Compare · 3 funds side by side · dividends reinvested

DFAC, VUG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,820DFAC · best of the three

02 / 04

DFAC, VUG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · VUG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

DFAC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

DFACMeasureSCHD

+14.1%Year to dateJan 1 → Nov 9+33.2%

+17.7%1 yearTotal return+39.1%

+21.2%3 years · per year$10,000 became $17,787 · $17,123+19.6%

+11.0%5 years · per year$10,000 became $16,820 · $16,459+10.5%

0.21%Expense ratio$21 · $6 a year on $10k · lower is better0.06%

0.88%Trailing 12-mo yield$88 · $296 a year on $10k2.96%

−8.5%Worst dropSmaller is better−6.9%

13.1%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs SCHD: Top 5 Holdings

Today

DFAC

20.4%in top 5

SCHD

in top 521.4%

DFACStockSCHD

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common9.2%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs SCHD Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

DFACSCHDFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFAC vs SCHD

YTD

DimensionalDFAC

+14.1%

SCHDSchwab

+33.2%

+14.1%Year to date+33.2%

−8.5%Worst drop · 1Y−6.9%

13.1%Volatility · 1Y11.8%

0.9%Yield3.0%

$85.6BAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, VUG, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

DFAC0.88%$88

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, VUG, SCHD

Today

35.8%most shared, DFAC and VUG

DFACVUGSCHD

DFAC—35.8%9.2%

VUG35.8%—0.8%

SCHD9.2%0.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

DFACWorst drop−8.5%13.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDFAC

+33.2%Year to date+14.1%

3.0%Yield0.9%

+39.1%Past year+17.7%

0.06%Fee0.21%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026