Compare · 2 funds side by side · dividends reinvested

DFIV and SCHD

DFIVDimensional×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,506DFIV · best of the two

02 / 04

DFIV and SCHD, 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%$121B1.3

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.71%+17.8%+27.8%+27.0%+15.4%−9.7%14.2%$22.1B1.8

Rank among the two1st → 2ndFee, 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: DFIV 1999 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Value ETF · $22.1B$20,506

DFIV

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

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

DFIVMeasureSCHD

+17.8%Year to dateJan 1 → Nov 4+35.3%

+27.8%1 yearTotal return+41.6%

+27.0%3 years · per year$10,000 became $20,484 · $17,908+21.4%

+15.4%5 years · per year$10,000 became $20,506 · $16,881+11.0%

0.27%Expense ratio$27 · $6 a year on $10k · lower is better0.06%

2.71%Trailing 12-mo yield$271 · $291 a year on $10k2.91%

−9.7%Worst dropSmaller is better−6.9%

14.2%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

DFIV vs SCHD: Top 5 Holdings

Today

DFIV

10.6%in top 5

SCHD

in top 521.6%

DFIVStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.7%SHELnot top 5

2.3%TTE.PAnot top 5

1.8%7203.Tnot top 5

1.6%SAN.MCnot top 5

1.3%BAS.DEnot top 5

Held in common0.0%

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

DFIV vs SCHD Returns, Every Period

DimensionalDFIV

+15.4%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

DFIVSCHDFaded: behind in that period

2–2Level

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

International vs Income: DFIV vs SCHD

YTD

DimensionalDFIV

+17.8%

SCHDSchwab

+35.3%

+17.8%Year to date+35.3%

−9.7%Worst drop · 1Y−6.9%

14.2%Volatility · 1Y11.5%

2.7%Yield2.9%

$22.1BAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: DFIV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DFIV0.27%$27

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

Yields: DFIV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DFIV2.71%$271

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DFIV$271 − $27 = $244

KeptFee

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

Overlap: DFIV, SCHD

Today

0.0%most shared, DFIV and SCHD

DFIVSCHD

DFIV—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

DFIVWorst drop−9.7%14.2% vol

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

Paid More vs Made More

YTD

SCHDDFIV

+35.3%Year to date+17.8%

2.9%Yield2.7%

+41.6%Past year+27.8%

0.06%Fee0.27%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026