Compare · 2 funds side by side · dividends reinvested

DFAR and SCHD

DFARDimensional×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

DFAR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.1

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.29%+17.7%+17.7%+15.8%[…]−11.5%14.0%$8.5B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAR 1993 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5B[…]

DFAR

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFARMeasureSCHD

+17.7%Year to dateJan 1 → Nov 4+35.3%

+17.7%1 yearTotal return+41.6%

+15.8%3 years · per year$10,000 became $15,520 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.22%Expense ratio$22 · $6 a year on $10k · lower is better0.06%

3.29%Trailing 12-mo yield$329 · $291 a year on $10k2.91%

−11.5%Worst dropSmaller is better−6.9%

14.0%VolatilityLower is calmer11.5%

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

1–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAR vs SCHD: Top 5 Holdings

Today

DFAR

29.2%in top 5

SCHD

in top 521.6%

DFARStockSCHD

7.5%WELLnot top 5

6.4%PLDnot top 5

5.2%EQIXnot top 5

5.1%AMTnot top 5

5.0%SPGnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DFAR vs SCHD Returns, Every Period

DimensionalDFAR

+17.7%

past year

SCHDSchwab

+41.6%

past year

DFARSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: DFAR vs SCHD

YTD

DimensionalDFAR

+17.7%

SCHDSchwab

+35.3%

+17.7%Year to date+35.3%

−11.5%Worst drop · 1Y−6.9%

14.0%Volatility · 1Y11.5%

3.3%Yield2.9%

$8.5BAssets$121B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DFAR0.22%$22

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAR, SCHD

3.29%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.29%$329

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAR, SCHD

Today

0.0%most shared, DFAR and SCHD

DFARSCHD

DFAR—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

DFARWorst drop−11.5%14.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFARSCHD

+17.7%Year to date+35.3%

3.3%Yield2.9%

+17.7%Past year+41.6%

0.22%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026