Compare · 3 funds side by side · dividends reinvested

DFIP, SCHD and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

DFIP, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.9

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B1.9

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.32%−0.2%−0.5%+4.8%[…]−4.3%3.7%$1.1B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFIP 2021 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

DFIP

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureDFIP

+35.3%Year to dateJan 1 → Nov 4−0.2%

+41.6%1 yearTotal return−0.5%

+21.4%3 years · per year$10,000 became $17,908 · $11,505+4.8%

+11.0%5 years · per year$10,000 became $16,881 · […][…]

0.06%Expense ratio$6 · $11 a year on $10k · lower is better0.11%

2.91%Trailing 12-mo yield$291 · $532 a year on $10k5.32%

−6.9%Worst dropSmaller is better−4.3%

11.5%VolatilityLower is calmer3.7%

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

4–3SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs DFIP: Top 5 Holdings

Today

SCHD

21.6%in top 5

DFIP

in top 5[…]

SCHDStockDFIP

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SCHD vs DFIP Returns, Every Period

SchwabSCHD

+41.6%

past year

DFIPDimensional

−0.5%

past year

SCHDDFIPFaded: behind in that period

3–0SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs DFIP

YTD

SchwabSCHD

+35.3%

DFIPDimensional

−0.2%

+35.3%Year to date−0.2%

−6.9%Worst drop · 1Y−4.3%

11.5%Volatility · 1Y3.7%

2.9%Yield5.3%

$123BAssets$1.1B

3–1DFIP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIP, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

DFIP0.11%$11

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFIP, SCHD, BND

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

BND4.13%$413

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

BND$413 − $3 = $410

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFIP, SCHD, BND

Today

[…]holdings […]

DFIPSCHDBND

DFIP—[…][…]

SCHD[…]—[…]

BND[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

DFIPWorst drop−4.3%3.7% vol

BNDWorst drop−4.5%4.0% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPSCHD

−0.2%Year to date+35.3%

5.3%Yield2.9%

−0.5%Past year+41.6%

0.11%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026