Compare · 4 funds side by side · dividends reinvested

DFIP, SGOV, SCHD and VCIT

DFIPDimensional×SGOViShares×SCHDSchwab×VCITVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

DFIP, SGOV, SCHD and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.1

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.3

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B2.6

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.32%−0.3%−0.5%+4.4%[…]−4.3%3.7%$1.1B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFIP 2021 · SGOV 2020 · SCHD 2011 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

DFIP

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

$10,000 five years ago, dividends reinvested

SCHDMeasureDFIP

+33.2%Year to dateJan 1 → Nov 9−0.3%

+39.1%1 yearTotal return−0.5%

+19.6%3 years · per year$10,000 became $17,123 · $11,371+4.4%

+10.5%5 years · per year$10,000 became $16,459 · […][…]

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

2.96%Trailing 12-mo yield$296 · $532 a year on $10k5.32%

−6.9%Worst dropSmaller is better−4.3%

11.8%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 9, 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

21.4%in top 5

DFIP

in top 5[…]

SCHDStockDFIP

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SCHD vs DFIP Returns, Every Period

SchwabSCHD

+39.1%

past year

DFIPDimensional

−0.5%

past year

SCHDDFIPFaded: behind in that period

3–0SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs DFIP

YTD

SchwabSCHD

+33.2%

DFIPDimensional

−0.3%

+33.2%Year to date−0.3%

−6.9%Worst drop · 1Y−4.3%

11.8%Volatility · 1Y3.7%

3.0%Yield5.3%

$120BAssets$1.1B

3–1DFIP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIP, SGOV, SCHD, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

SCHD0.06%$6

SGOV0.09%$9

DFIP0.11%$11

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFIP, SGOV, SCHD, VCIT

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

VCIT5.02%$502

SGOV3.63%$363

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

VCIT$502 − $3 = $499

SGOV$363 − $9 = $354

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFIP, SGOV, SCHD, VCIT

Today

[…]holdings […]

DFIPSGOVSCHDVCIT

DFIP—[…][…][…]

SGOV[…]—[…][…]

SCHD[…][…]—[…]

VCIT[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SGOVWorst drop0.0%0.2% vol

DFIPWorst drop−4.3%3.7% vol

VCITWorst drop−4.9%4.5% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPSCHD

−0.3%Year to date+33.2%

5.3%Yield3.0%

−0.5%Past year+39.1%

0.11%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026