Compare · 4 funds side by side · dividends reinvested

DFIV, SCHD, VXUS and VIG

DFIVDimensional×SCHDSchwab×VXUSVanguard×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$19,900DFIV · best of the four

02 / 04

DFIV, SCHD, VXUS and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.80%+14.1%+23.7%+25.3%+14.8%−9.7%14.3%$22.0B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.6

Vanguard Total International Stock ETFInternational · Ex-US broad0.05%2.45%+8.1%+11.6%+19.2%+7.7%−11.3%17.6%$163B3.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFIV 1999 · SCHD 2011 · VXUS 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Value ETF · $22.0B$19,900

DFIV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

DFIVMeasureSCHD

+14.1%Year to dateJan 1 → Nov 6+31.4%

+23.7%1 yearTotal return+37.0%

+25.3%3 years · per year$10,000 became $19,675 · $17,266+20.0%

+14.8%5 years · per year$10,000 became $19,900 · $16,267+10.2%

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

2.80%Trailing 12-mo yield$280 · $300 a year on $10k3.00%

−9.7%Worst dropSmaller is better−6.9%

14.3%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 6, 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 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.5%SHELnot top 5

2.2%TTE.PAnot top 5

2.1%7203.Tnot top 5

1.6%SAN.MCnot top 5

1.3%BAS.DEnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DFIV vs SCHD Returns, Every Period

DimensionalDFIV

+14.8%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

DFIVSCHDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Income: DFIV vs SCHD

YTD

DimensionalDFIV

+14.1%

SCHDSchwab

+31.4%

+14.1%Year to date+31.4%

−9.7%Worst drop · 1Y−6.9%

14.3%Volatility · 1Y11.7%

2.8%Yield3.0%

$22.0BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIV, SCHD, VXUS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VXUS0.05%$5

SCHD0.06%$6

DFIV0.27%$27

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFIV, SCHD, VXUS, VIG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

DFIV2.80%$280

VXUS2.45%$245

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DFIV$280 − $27 = $253

VXUS$245 − $5 = $240

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFIV, SCHD, VXUS, VIG

Today

21.1%most shared, DFIV and VXUS

DFIVSCHDVXUSVIG

DFIV—0.0%21.1%0.0%

SCHD0.0%—0.0%14.5%

VXUS21.1%0.0%—0.0%

VIG0.0%14.5%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

DFIVWorst drop−9.7%14.3% vol

VXUSWorst drop−11.3%17.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDFIV

+31.4%Year to date+14.1%

3.0%Yield2.8%

+37.0%Past year+23.7%

0.06%Fee0.27%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026