Compare · 4 funds side by side · dividends reinvested

DFAL, SCHX, VOO and IVV

DFALDimensional×SCHXSchwab×VOOVanguard×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

DFAL, SCHX, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.5

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.08%+8.4%+9.3%+21.8%+10.8%−9.0%13.7%$71.4B2.8

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFLow-Cost Core · US large cap0.13%0.18%[…][…][…][…][…][…]$1.7B4.0

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: DFAL 2026 · SCHX 2009 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF · $1.7B[…]

DFAL

SCHX

Schwab U.S. Large-Cap ETF · $71.4B$16,684

$10,000 five years ago, dividends reinvested · they hold 90.0% in common

DFALMeasureSCHX

[…]Year to dateJan 1 → Nov 6+8.4%

[…]1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $18,059+21.8%

[…]5 years · per year$10,000 became […] · $16,684+10.8%

0.13%Expense ratio$13 · $3 a year on $10k · lower is better0.03%

0.18%Trailing 12-mo yield$18 · $108 a year on $10k1.08%

[…]Worst dropSmaller is better−9.0%

[…]VolatilityLower is calmer13.7%

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

0–2SCHX wins

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

More Ways to See the Pairs

DFAL vs SCHX: Top 5 Holdings

Today

DFAL

25.8%in top 5

SCHX

in top 526.3%

DFALStockSCHX

7.4%AAPL7.5%

6.2%NVDA6.6%

5.9%MSFT5.9%

3.9%AMZN3.8%

2.3%GOOGL2.5%

Held in common90.0%

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

DFAL vs SCHX Returns, Every Period

DimensionalDFAL

[…]

past year

SCHXSchwab

+9.3%

past year

Returns […]

DFALSCHXFaded: behind in that period

0–0Level

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

DFAL vs IVV

YTD

DimensionalDFAL

[…]

IVViShares

+8.7%

[…]Year to date+8.7%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.2%Yield1.1%

$1.7BAssets$853B

1–0IVV wins

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

Cost, Income and Risk

Fees: DFAL, SCHX, VOO, IVV

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

VOO0.03%$3

IVV0.03%$3

DFAL0.13%$13

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

Yields: DFAL, SCHX, VOO, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

SCHX1.08%$108

DFAL0.18%$18

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SCHX$108 − $3 = $105

DFAL$18 − $13 = $5

KeptFee

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

Overlap: DFAL, SCHX, VOO, IVV

Today

94.6%most shared, SCHX and IVV

DFALSCHXVOOIVV

DFAL—90.0%86.0%90.1%

SCHX90.0%—90.3%94.6%

VOO86.0%90.3%—92.2%

IVV90.1%94.6%92.2%—

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

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

SCHXWorst drop−9.0%13.7% vol

DFALWorst drop[…][…]

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

Paid More vs Made More

YTD

IVVVOO

+8.7%Year to date+8.7%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.03%

0–0level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026