Compare · 3 funds side by side · dividends reinvested

DFAT, SCHD and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

DFAT, SCHD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.8B2.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$126B2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAT 2000 · SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.8B$15,714

DFAT

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

DFAT

More Ways to See the Pairs

DFAT vs SCHD: Top 5 Holdings

Today

DFAT

3.6%in top 5

SCHD

in top 521.7%

DFATStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: DFAT, SCHD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SCHD0.06%$6

DFAT0.31%$31

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFAT, SCHD, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SCHD

+19.7%Year to dateJan 1 → Nov 11+34.6%

+24.7%1 yearTotal return+39.3%

+17.6%3 years · per year$10,000 became $16,277 · $17,234+19.9%

+9.5%5 years · per year$10,000 became $15,714 · $16,418+10.4%

0.31%Expense ratio$31 · $6 a year on $10k · lower is better0.06%

1.32%Trailing 12-mo yield$132 · $293 a year on $10k2.93%

−9.6%Worst dropSmaller is better−6.9%

14.7%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%OVVnot top 5

0.7%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common3.4%

End-of-day Nov 11, 2026 · share of each fund

DFAT vs SCHD Returns, Every Period

5Y

DimensionalDFAT

+9.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DFATSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFAT vs SCHD

YTD

DimensionalDFAT

+19.7%

SCHDSchwab

+34.6%

+19.7%Year to date+34.6%

−9.6%Worst drop · 1Y−6.9%

14.7%Volatility · 1Y11.8%

1.3%Yield2.9%

$31.8BAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

DFAT1.32%$132

IJH1.21%$121

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

IJH$121 − $5 = $116

DFAT$132 − $31 = $101

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAT, SCHD, IJH

Today

30.2%most shared, DFAT and IJH

DFATSCHDIJH

DFAT—3.4%30.2%

SCHD3.4%—3.5%

IJH30.2%3.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

DFATWorst drop−9.6%14.7% vol

IJHWorst drop−8.8%15.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDFAT

+34.6%Year to date+19.7%

2.9%Yield1.3%

+39.3%Past year+24.7%

0.06%Fee0.31%

4–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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DFAT, SCHD and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three