Compare · 2 funds side by side · dividends reinvested

DFAU and SCHB

DFAUDimensional×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,358DFAU · best of the two

02 / 04

DFAU and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity Market ETFUS Stock Styles · Large cap0.12%0.90%+12.4%+13.1%+23.6%+11.7%−8.7%12.6%$12.8B1.4

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: DFAU 2020 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity Market ETF · $12.8B$17,358

DFAU

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 89.5% in common

DFAUMeasureSCHB

+12.4%Year to dateJan 1 → Nov 3+11.6%

+13.1%1 yearTotal return+11.7%

+23.6%3 years · per year$10,000 became $18,883 · $18,993+23.8%

+11.7%5 years · per year$10,000 became $17,358 · $16,894+11.1%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

0.90%Trailing 12-mo yield$90 · $106 a year on $10k1.06%

−8.7%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer13.1%

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

5–3DFAU wins

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

More Ways to See the Pairs

DFAU vs SCHB: Top 5 Holdings

Today

DFAU

24.4%in top 5

SCHB

in top 524.2%

DFAUStockSCHB

7.0%AAPL6.8%

6.6%NVDA6.7%

5.5%MSFT5.2%

3.2%AMZN3.3%

2.1%GOOGL2.2%

Held in common89.5%

End-of-day Nov 3, 2026 · share of each fund

DFAU vs SCHB Returns, Every Period

DimensionalDFAU

+11.7%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

DFAUSCHBFaded: behind in that period

3–1DFAU wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFAU vs SCHB

YTD

DimensionalDFAU

+12.4%

SCHBSchwab

+11.6%

+12.4%Year to date+11.6%

−8.7%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y13.1%

0.9%Yield1.1%

$12.8BAssets$44.0B

3–1DFAU wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAU, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

DFAU0.12%$12

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFAU, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

DFAU0.90%$90

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

DFAU$90 − $12 = $78

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFAU, SCHB

Today

89.5%most shared, DFAU and SCHB

DFAUSCHB

DFAU—89.5%

SCHB89.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.1%DFAU, at 12.6% volatility

DFAUWorst drop−8.7%12.6% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBDFAU

+11.6%Year to date+12.4%

1.1%Yield0.9%

+11.7%Past year+13.1%

0.03%Fee0.12%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026