Compare · 2 funds side by side · dividends reinvested

DFMC and SCHB

DFMCDimensional×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 03

DFMC and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.0

U.S. Micro Cap Portfolio ETFUS Stock Styles · Large cap0.43%0.47%[…][…][…][…][…][…]$7.6B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: DFMC 1981 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $44.0B$16,894

SCHB

DFMC

U.S. Micro Cap Portfolio ETF · $7.6B[…]

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

SCHBMeasureDFMC

+11.6%Year to dateJan 1 → Nov 3[…]

+11.7%1 yearTotal return[…]

+23.8%3 years · per year$10,000 became $18,993 · […][…]

+11.1%5 years · per year$10,000 became $16,894 · […][…]

0.03%Expense ratio$3 · $43 a year on $10k · lower is better0.43%

1.06%Trailing 12-mo yield$106 · $47 a year on $10k0.47%

−8.9%Worst dropSmaller is better[…]

13.1%VolatilityLower is calmer[…]

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

2–0SCHB wins

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

More Ways to See the Pairs

SCHB vs DFMC: Top 5 Holdings

Today

SCHB

24.2%in top 5

DFMC

in top 52.0%

SCHBStockDFMC

6.8%AAPLnot top 5

6.7%NVDAnot top 5

5.2%MSFTnot top 5

3.3%AMZNnot top 5

2.2%GOOGLnot top 5

not top 5FBP0.5%

not top 5CVSA0.4%

not top 5HURN0.4%

not top 5USLM0.4%

not top 5AIR0.4%

Held in common3.5%

End-of-day Nov 3, 2026 · share of each fund

SCHB vs DFMC Returns, Every Period

SchwabSCHB

+11.7%

past year

DFMCDimensional

[…]

past year

Returns […]

SCHBDFMCFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SCHB vs DFMC

YTD

SchwabSCHB

+11.6%

DFMCDimensional

[…]

+11.6%Year to date[…]

−8.9%Worst drop · 1Y[…]

13.1%Volatility · 1Y[…]

1.1%Yield0.5%

$44.0BAssets$7.6B

1–0SCHB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFMC, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

DFMC0.43%$43

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFMC, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

DFMC0.47%$47

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

DFMC$47 − $43 = $4

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFMC, SCHB

Today

3.5%most shared, DFMC and SCHB

DFMCSCHB

DFMC—3.5%

SCHB3.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.7%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

DFMCWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026