Compare · 3 funds side by side · dividends reinvested

DFAT, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

DFAT, SCHD and IWF, 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%$120B1.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.3%+26.4%+18.0%+9.8%−9.6%14.8%$30.8B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAT 2000 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $30.8B$15,930

DFAT

SCHD

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

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

DFATMeasureSCHD

+19.3%Year to dateJan 1 → Nov 9+33.2%

+26.4%1 yearTotal return+39.1%

+18.0%3 years · per year$10,000 became $16,444 · $17,123+19.6%

+9.8%5 years · per year$10,000 became $15,930 · $16,459+10.5%

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

1.32%Trailing 12-mo yield$132 · $296 a year on $10k2.96%

−9.6%Worst dropSmaller is better−6.9%

14.8%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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAT vs SCHD: Top 5 Holdings

Today

DFAT

3.6%in top 5

SCHD

in top 521.4%

DFATStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

0.8%OVVnot top 5

0.7%BALLnot top 5

0.7%CNHnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common3.4%

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

DFAT vs SCHD Returns, Every Period

DimensionalDFAT

+9.8%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

DFATSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: DFAT vs SCHD

YTD

DimensionalDFAT

+19.3%

SCHDSchwab

+33.2%

+19.3%Year to date+33.2%

−9.6%Worst drop · 1Y−6.9%

14.8%Volatility · 1Y11.8%

1.3%Yield3.0%

$30.8BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: DFAT, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

DFAT0.31%$31

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

Yields: DFAT, SCHD, IWF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

DFAT1.32%$132

IWF0.38%$38

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DFAT$132 − $31 = $101

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAT, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

DFATSCHDIWF

DFAT—3.4%0.0%

SCHD3.4%—3.6%

IWF0.0%3.6%—

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

DFATWorst drop−9.6%14.8% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

SCHDDFAT

+33.2%Year to date+19.3%

3.0%Yield1.3%

+39.1%Past year+26.4%

0.06%Fee0.31%

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