Compare · 3 funds side by side · dividends reinvested

DFIV, SCHD and IEFA

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,188DFIV · best of the three

02 / 04

DFIV, SCHD and IEFA, 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%$122B1.4

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.73%+16.8%+26.2%+25.5%+15.1%−9.7%14.5%$22.3B2.0

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.36%+11.1%+15.8%+18.9%+8.3%−11.5%16.5%$193B2.6

Rank among the three1st → 3rdFee, 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: DFIV 1999 · SCHD 2011 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Value ETF · $22.3B$20,188

DFIV

SCHD

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

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

DFIVMeasureSCHD

+16.8%Year to dateJan 1 → Nov 9+33.2%

+26.2%1 yearTotal return+39.1%

+25.5%3 years · per year$10,000 became $19,747 · $17,123+19.6%

+15.1%5 years · per year$10,000 became $20,188 · $16,459+10.5%

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

2.73%Trailing 12-mo yield$273 · $296 a year on $10k2.96%

−9.7%Worst dropSmaller is better−6.9%

14.5%VolatilityLower is calmer11.8%

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

2–6SCHD wins

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

More Ways to See the Pairs

DFIV vs SCHD: Top 5 Holdings

Today

DFIV

10.6%in top 5

SCHD

in top 521.4%

DFIVStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.5%SHELnot top 5

2.2%TTE.PAnot top 5

2.0%7203.Tnot top 5

1.6%SAN.MCnot top 5

1.3%BAS.DEnot top 5

Held in common0.0%

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

DFIV vs SCHD Returns, Every Period

DimensionalDFIV

+15.1%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

DFIVSCHDFaded: behind in that period

2–2Level

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

DFIV vs IEFA

YTD

DimensionalDFIV

+16.8%

IEFAiShares

+11.1%

+16.8%Year to date+11.1%

−9.7%Worst drop · 1Y−11.5%

14.5%Volatility · 1Y16.5%

2.7%Yield3.4%

$22.3BAssets$193B

3–1DFIV wins

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

Cost, Income and Risk

Fees: DFIV, SCHD, IEFA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

DFIV0.27%$27

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

Yields: DFIV, SCHD, IEFA

3.36%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.36%$336

SCHD2.96%$296

DFIV2.73%$273

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

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

SCHD$296 − $6 = $290

DFIV$273 − $27 = $246

KeptFee

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

Overlap: DFIV, SCHD, IEFA

Today

32.1%most shared, DFIV and IEFA

DFIVSCHDIEFA

DFIV—0.0%32.1%

SCHD0.0%—0.0%

IEFA32.1%0.0%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

DFIVWorst drop−9.7%14.5% vol

IEFAWorst drop−11.5%16.5% vol

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

Paid More vs Made More

YTD

IEFASCHD

+11.1%Year to date+33.2%

3.4%Yield3.0%

+15.8%Past year+39.1%

0.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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