Compare · 2 funds side by side · dividends reinvested

DFAW and SCHD

DFAWDimensional×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

DFAW and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.1

Dimensional - World Equity ETFInternational · Global0.24%1.33%+10.8%+14.4%+21.0%[…]−8.9%13.4%$1.7B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAW 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - World Equity ETF · $1.7B[…]

DFAW

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

DFAWMeasureSCHD

+10.8%Year to dateJan 1 → Nov 5+32.3%

+14.4%1 yearTotal return+38.7%

+21.0%3 years · per year$10,000 became $17,701 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.24%Expense ratio$24 · $6 a year on $10k · lower is better0.06%

1.33%Trailing 12-mo yield$133 · $298 a year on $10k2.98%

−8.9%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.7%

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

1–6SCHD wins

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

More Ways to See the Pairs

DFAW vs SCHD: Top 5 Holdings

Today

DFAW

99.9%in top 5

SCHD

in top 521.7%

DFAWStockSCHD

53.9%DFACnot top 5

18.4%DFICnot top 5

17.9%DCORnot top 5

8.1%DFEMnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.7%DFGRnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DFAW vs SCHD Returns, Every Period

DimensionalDFAW

+14.4%

past year

SCHDSchwab

+38.7%

past year

DFAWSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Income: DFAW vs SCHD

YTD

DimensionalDFAW

+10.8%

SCHDSchwab

+32.3%

+10.8%Year to date+32.3%

−8.9%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.7%

1.3%Yield3.0%

$1.7BAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAW, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DFAW0.24%$24

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAW, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

DFAW1.33%$133

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DFAW$133 − $24 = $109

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAW, SCHD

Today

0.0%most shared, DFAW and SCHD

DFAWSCHD

DFAW—0.0%

SCHD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DFAWWorst drop−8.9%13.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDFAW

+32.3%Year to date+10.8%

3.0%Yield1.3%

+38.7%Past year+14.4%

0.06%Fee0.24%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026