Compare · 3 funds side by side · dividends reinvested

DFIV, SCHD and VT

DFIVDimensional×SCHDSchwab×VTVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,257DFIV · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

DFIV, SCHD and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.4

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.75%+16.3%+24.8%+24.9%+15.2%−9.7%14.5%$22.4B1.9

Vanguard Total World Stock ETFInternational · Global0.06%1.56%+10.8%+13.5%+20.2%+9.7%−9.7%14.8%$81.8B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFIV 1999 · SCHD 2011 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - International Value ETF · $22.4B$20,257

DFIV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

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

DFIV

More Ways to See the Pairs

DFIV vs SCHD: Top 5 Holdings

Today

DFIV

10.5%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%

Cost, Income and Risk

Fees: DFIV, SCHD, VT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VT0.06%$6

DFIV0.27%$27

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

Yields: DFIV, SCHD, VT

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

+16.3%Year to dateJan 1 → Nov 10+33.8%

+24.8%1 yearTotal return+38.8%

+24.9%3 years · per year$10,000 became $19,479 · $17,062+19.5%

+15.2%5 years · per year$10,000 became $20,257 · $16,428+10.4%

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

2.75%Trailing 12-mo yield$275 · $294 a year on $10k2.94%

−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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.4%SHELnot top 5

2.1%TTE.PAnot top 5

2.0%7203.Tnot top 5

1.7%SAN.MCnot top 5

1.3%BAS.DEnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

DFIV vs SCHD Returns, Every Period

5Y

DimensionalDFIV

+15.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DFIVSCHDFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

International vs Income: DFIV vs SCHD

YTD

DimensionalDFIV

+16.3%

SCHDSchwab

+33.8%

+16.3%Year to date+33.8%

−9.7%Worst drop · 1Y−6.9%

14.5%Volatility · 1Y11.8%

2.7%Yield2.9%

$22.4BAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

DFIV2.75%$275

VT1.56%$156

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

DFIV$275 − $27 = $248

VT$156 − $6 = $150

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFIV, SCHD, VT

Today

8.4%most shared, DFIV and VT

DFIVSCHDVT

DFIV—0.0%8.4%

SCHD0.0%—4.3%

VT8.4%4.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

DFIVWorst drop−9.7%14.5% vol

VTWorst drop−9.7%14.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDFIV

+33.8%Year to date+16.3%

2.9%Yield2.7%

+38.8%Past year+24.8%

0.06%Fee0.27%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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DFIV, SCHD and VT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three