Compare · 3 funds side by side · dividends reinvested

DFCF, SCHD and VIG

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

02 / 04

DFCF, SCHD and VIG, 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%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.1

Dimensional - Core Fixed Income ETFBonds & Cash · Core aggregate0.18%4.47%−0.1%+0.4%+5.8%[…]−4.8%4.3%$11.7B2.1

Rank among the three1st → 3rdFee, 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: DFCF 2021 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Core Fixed Income ETF · $11.7B[…]

DFCF

SCHD

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

$10,000 five years ago, dividends reinvested

DFCFMeasureSCHD

−0.1%Year to dateJan 1 → Nov 5+32.3%

+0.4%1 yearTotal return+38.7%

+5.8%3 years · per year$10,000 became $11,858 · $17,414+20.3%

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

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

4.47%Trailing 12-mo yield$447 · $298 a year on $10k2.98%

−4.8%Worst dropSmaller is better−6.9%

4.3%VolatilityLower is calmer11.7%

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

3–4SCHD wins

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

More Ways to See the Pairs

DFCF vs SCHD: Top 5 Holdings

Today

DFCF

[…]in top 5

SCHD

in top 521.7%

DFCFStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

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

DFCF vs SCHD Returns, Every Period

DimensionalDFCF

+0.4%

past year

SCHDSchwab

+38.7%

past year

DFCFSCHDFaded: behind in that period

0–3SCHD wins

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

Bonds vs Income: DFCF vs SCHD

YTD

DimensionalDFCF

−0.1%

SCHDSchwab

+32.3%

−0.1%Year to date+32.3%

−4.8%Worst drop · 1Y−6.9%

4.3%Volatility · 1Y11.7%

4.5%Yield3.0%

$11.7BAssets$123B

3–1DFCF wins

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

Cost, Income and Risk

Fees: DFCF, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DFCF0.18%$18

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

Yields: DFCF, SCHD, VIG

4.47%highest, DFCF

FundTrailing yieldYield$10k

DFCF4.47%$447

SCHD2.98%$298

VIG1.49%$149

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

Income After Fees on $10,000

$429most kept, DFCF

DFCF$447 − $18 = $429

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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

Overlap: DFCF, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

DFCFSCHDVIG

DFCF—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

DFCFWorst drop−4.8%4.3% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

DFCFSCHD

−0.1%Year to date+32.3%

4.5%Yield3.0%

+0.4%Past year+38.7%

0.18%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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