Compare · 2 funds side by side · dividends reinvested

DFIV and SCHD

DFIVDimensional×SCHDSchwab×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,185DFIV · best of the two

Story of the two · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the two · RiskSmallest drop

DFIV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.3

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.75%+16.1%+22.1%+25.5%+15.1%−9.7%14.4%$22.4B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFIV 1999 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,429

SCHD

DFIV

Dimensional - International Value ETF · $22.4B$20,185

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

SCHDMeasureDFIV

+34.2%

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SCHD vs DFIV: Top 5 Holdings

Today

SCHD

21.7%in top 5

DFIV

in top 510.4%

SCHDStockDFIV

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: DFIV, SCHD

1Y

2.93%highest, SCHD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+16.1%

+36.8%1 yearTotal return+22.1%

+19.9%3 years · per year$10,000 became $17,257 · $19,770+25.5%

+10.4%5 years · per year$10,000 became $16,429 · $20,185+15.1%

0.06%Expense ratio$6 · $27 a year on $10k · lower is better0.27%

2.93%Trailing 12-mo yield$293 · $275 a year on $10k2.75%

−6.9%Worst dropSmaller is better−9.7%

11.7%VolatilityLower is calmer14.4%

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

6–2SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SHEL3.4%

not top 5TTE.PA2.1%

not top 57203.T2.0%

not top 5SAN.MC1.7%

not top 5BAS.DE1.3%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SCHD vs DFIV Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

DFIVDimensional

+15.1%

5 years, per year

SCHDDFIVFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs International: SCHD vs DFIV

YTD

SchwabSCHD

+34.2%

DFIVDimensional

+16.1%

+34.2%Year to date+16.1%

−6.9%Worst drop · 1Y−9.7%

11.7%Volatility · 1Y14.4%

2.9%Yield2.8%

$123BAssets$22.4B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

SCHD2.93%$293

DFIV2.75%$275

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

DFIV$275 − $27 = $248

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DFIVWorst drop−9.7%14.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDFIV

+34.2%Year to date+16.1%

2.9%Yield2.8%

+36.8%Past year+22.1%

0.06%Fee0.27%

4–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFIV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two