Compare · 3 funds side by side · dividends reinvested

DFAT, SCHD and VUG

DFATDimensional×SCHDSchwab×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,959 · 2022SCHD$16,267VUG$16,124DFAT$15,924Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three
02 / 04

DFAT, SCHD and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3
Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+16.6%+22.1%+18.1%+9.8%−9.6%14.6%$30.8B2.4
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 2026 · returns include dividends · since: DFAT 2000 · SCHD 2011 · VUG 2004
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Head to Head

5Y
Dimensional - US Targeted Value ETF · $30.8B$15,924
DFAT
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

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

DFATMeasureSCHD
+16.6%Year to dateJan 1 → Nov 6+31.4%
+22.1%1 yearTotal return+37.0%
+18.1%3 years · per year$10,000 became $16,470 · $17,266+20.0%
+9.8%5 years · per year$10,000 became $15,924 · $16,267+10.2%
0.31%Expense ratio$31 · $6 a year on $10k · lower is better0.06%
1.35%Trailing 12-mo yield$135 · $300 a year on $10k3.00%
−9.6%Worst dropSmaller is better−6.9%
14.6%VolatilityLower is calmer11.7%
DFATSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
0–8SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

DFAT vs SCHD: Top 5 Holdings

Today
3.6%in top 5
in top 521.4%
DFATStockSCHD
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
not top 5AMGN4.1%
0.8%OVVnot top 5
0.7%BALLnot top 5
0.7%SJMnot top 5
0.7%CNHnot top 5
0.7%TOLnot top 5
Held in common3.4%
End-of-day Nov 6, 2026 · share of each fund
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DFAT vs SCHD Returns, Every Period

5Y
DimensionalDFAT
+9.8%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+16.6%+31.4%YTD+22.1%+37.0%1 year+18.1%+20.0%3 yrs · yr+9.8%+10.2%5 yrs · yr
DFATSCHDFaded: behind in that period
0–4SCHD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
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Stocks vs Income: DFAT vs SCHD

YTD
DimensionalDFAT
+16.6%
SCHDSchwab
+31.4%
Jan 1Nov 6+16.6%+31.4%
+16.6%Year to date+31.4%
−9.6%Worst drop · 1Y−6.9%
14.6%Volatility · 1Y11.7%
1.4%Yield3.0%
$30.8BAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: DFAT, SCHD, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SCHD0.06%$6
DFAT0.31%$31
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: DFAT, SCHD, VUG

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
DFAT1.35%$135
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
DFAT$135 − $31 = $104
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: DFAT, SCHD, VUG

Today
3.4%most shared, DFAT and SCHD
DFATSCHDVUG
DFAT—3.4%0.0%
SCHD3.4%—0.8%
VUG0.0%0.8%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%DFAT +22.1%VUG +0.2%
SCHDWorst drop−6.9%11.7% vol
DFATWorst drop−9.6%14.6% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+16.6%
+31.4%Year to date+16.6%
3.0%Yield1.4%
+37.0%Past year+22.1%
0.06%Fee0.31%
4–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.7B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
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