Compare · 4 funds side by side · dividends reinvested

DFIS, SCHD, VT and VEA

DFISDimensional×SCHDSchwab×VTVanguard×VEAVanguard×

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

02 / 04

DFIS, SCHD, VT and VEA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

Vanguard Total World Stock ETFInternational · Global0.06%1.55%+11.3%+14.3%+20.9%+9.8%−9.7%14.9%$81.8B2.6

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.44%+12.9%+18.8%+20.5%+9.2%−11.6%18.3%$232B2.6

Dimensional - International Small Cap ETFInternational · Ex-US broad0.39%2.21%+10.9%+18.8%+21.2%[…]−12.5%16.0%$5.8B3.0

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: DFIS 2022 · SCHD 2011 · VT 2008 · VEA 2007

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Small Cap ETF · $5.8B[…]

DFIS

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

DFISMeasureSCHD

+10.9%Year to dateJan 1 → Nov 9+33.2%

+18.8%1 yearTotal return+39.1%

+21.2%3 years · per year$10,000 became $17,789 · $17,123+19.6%

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

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

2.21%Trailing 12-mo yield$221 · $296 a year on $10k2.96%

−12.5%Worst dropSmaller is better−6.9%

16.0%VolatilityLower is calmer11.8%

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

1–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFIS vs SCHD: Top 5 Holdings

Today

DFIS

1.8%in top 5

SCHD

in top 521.4%

DFISStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

0.4%ORNBV.HEnot top 5

0.4%QIA.DEnot top 5

0.4%VACN.SWnot top 5

0.3%DPM.TOnot top 5

0.3%SPSN.SWnot top 5

Held in common0.0%

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

DFIS vs SCHD Returns, Every Period

DimensionalDFIS

+18.8%

past year

SCHDSchwab

+39.1%

past year

DFISSCHDFaded: behind in that period

1–2SCHD wins

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

International vs Income: DFIS vs SCHD

YTD

DimensionalDFIS

+10.9%

SCHDSchwab

+33.2%

+10.9%Year to date+33.2%

−12.5%Worst drop · 1Y−6.9%

16.0%Volatility · 1Y11.8%

2.2%Yield3.0%

$5.8BAssets$122B

4–0SCHD wins

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

Cost, Income and Risk

Fees: DFIS, SCHD, VT, VEA

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

SCHD0.06%$6

VT0.06%$6

DFIS0.39%$39

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

Yields: DFIS, SCHD, VT, VEA

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VEA2.44%$244

DFIS2.21%$221

VT1.55%$155

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VEA$244 − $3 = $241

DFIS$221 − $39 = $182

VT$155 − $6 = $149

KeptFee

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

Overlap: DFIS, SCHD, VT, VEA

Today

23.3%most shared, VT and VEA

DFISSCHDVTVEA

DFIS—0.0%0.8%8.0%

SCHD0.0%—4.3%0.0%

VT0.8%4.3%—23.3%

VEA8.0%0.0%23.3%—

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

SCHDWorst drop−6.9%11.8% vol

VTWorst drop−9.7%14.9% vol

DFISWorst drop−12.5%16.0% vol

VEAWorst drop−11.6%18.3% vol

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

Paid More vs Made More

YTD

SCHDVEA

+33.2%Year to date+12.9%

3.0%Yield2.4%

+39.1%Past year+18.8%

0.06%Fee0.03%

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

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