Compare · 2 funds side by side · dividends reinvested

DFLV and SCHD

DFLVDimensional×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

DFLV 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%$123B1.4

Dimensional - US Large Cap Value ETFUS Stock Styles · Value0.21%1.34%+25.2%+31.3%+23.6%[…]−5.5%10.7%$7.5B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFLV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Large Cap Value ETF · $7.5B[…]

DFLV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

DFLVMeasureSCHD

+25.2%Year to dateJan 1 → Nov 5+35.3%

+31.3%1 yearTotal return+41.6%

+23.6%3 years · per year$10,000 became $18,902 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.21%Expense ratio$21 · $6 a year on $10k · lower is better0.06%

1.34%Trailing 12-mo yield$134 · $291 a year on $10k2.91%

−5.5%Worst dropSmaller is better−6.9%

10.7%VolatilityLower is calmer11.5%

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

3–4SCHD wins

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

More Ways to See the Pairs

DFLV vs SCHD: Top 5 Holdings

Today

DFLV

17.6%in top 5

SCHD

in top 521.7%

DFLVStockSCHD

5.1%AMZNnot top 5

not top 5TXN4.7%

4.6%JPMnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.7%XOMnot top 5

2.1%BRK-Bnot top 5

2.1%METAnot top 5

Held in common16.2%

End-of-day Nov 5, 2026 · share of each fund

DFLV vs SCHD Returns, Every Period

DimensionalDFLV

+31.3%

past year

SCHDSchwab

+41.6%

past year

DFLVSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFLV vs SCHD

YTD

DimensionalDFLV

+25.2%

SCHDSchwab

+35.3%

+25.2%Year to date+35.3%

−5.5%Worst drop · 1Y−6.9%

10.7%Volatility · 1Y11.5%

1.3%Yield2.9%

$7.5BAssets$123B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFLV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DFLV0.21%$21

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFLV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DFLV1.34%$134

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DFLV$134 − $21 = $113

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFLV, SCHD

Today

16.2%most shared, DFLV and SCHD

DFLVSCHD

DFLV—16.2%

SCHD16.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

DFLVWorst drop−5.5%10.7% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDFLV

+35.3%Year to date+25.2%

2.9%Yield1.3%

+41.6%Past year+31.3%

0.06%Fee0.21%

4–0SCHD wins

End-of-day Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026