Compare · 3 funds side by side · dividends reinvested

DFSI, SCHD and IEFA

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeIEFA · 3.38% · $338 a year on $10k

Story of the three · RiskSmallest drop

DFSI, SCHD and IEFA, 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%$122B1.1

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.38%+10.4%+14.6%+18.2%+8.2%−11.5%16.5%$193B2.1

Dimensional International Sustainability Core 1 ETFInternational · Ex-US broad0.24%2.26%+8.9%+14.3%+19.3%[…]−12.3%16.2%$1.2B2.7

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: DFSI 2022 · SCHD 2011 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional International Sustainability Core 1 ETF · $1.2B[…]

DFSI

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

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

DFSI

More Ways to See the Pairs

DFSI vs SCHD: Top 5 Holdings

Today

DFSI

6.7%in top 5

SCHD

in top 521.4%

DFSIStockSCHD

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: DFSI, SCHD, IEFA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

DFSI0.24%$24

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

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+10.4%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SCHD

+8.9%Year to dateJan 1 → Nov 10+33.8%

+14.3%1 yearTotal return+38.8%

+19.3%3 years · per year$10,000 became $16,997 · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.24%Expense ratio$24 · $6 a year on $10k · lower is better0.06%

2.26%Trailing 12-mo yield$226 · $294 a year on $10k2.94%

−12.3%Worst dropSmaller is better−6.9%

16.2%VolatilityLower is calmer11.8%

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

0–7SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.4%ASMLnot top 5

1.5%ROP.SWnot top 5

1.1%NVSnot top 5

1.0%6098.Tnot top 5

0.8%RY.TOnot top 5

Held in common0.0%

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

DFSI vs SCHD Returns, Every Period

1Y

DimensionalDFSI

+14.3%

past year

SCHDSchwab

+38.8%

past year

DFSISCHDFaded: behind in that period

0–3SCHD wins

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

DFSI vs IEFA

YTD

DimensionalDFSI

+8.9%

IEFAiShares

+10.4%

+8.9%Year to date+10.4%

−12.3%Worst drop · 1Y−11.5%

16.2%Volatility · 1Y16.5%

2.3%Yield3.4%

$1.2BAssets$193B

3–1IEFA wins

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

Yields: DFSI, SCHD, IEFA

1Y

3.38%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.38%$338

SCHD2.94%$294

DFSI2.26%$226

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

Income After Fees on $10,000

1Y

$331most kept, IEFA

IEFA$338 − $7 = $331

SCHD$294 − $6 = $288

DFSI$226 − $24 = $202

KeptFee

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

Overlap: DFSI, SCHD, IEFA

Today

51.7%most shared, DFSI and IEFA

DFSISCHDIEFA

DFSI—0.0%51.7%

SCHD0.0%—0.0%

IEFA51.7%0.0%—

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

DFSIWorst drop−12.3%16.2% vol

IEFAWorst drop−11.5%16.5% vol

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

Paid More vs Made More

YTD

IEFASCHD

+10.4%Year to date+33.8%

3.4%Yield2.9%

+14.6%Past year+38.8%

0.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+12.9%Year to date+10.4%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Loading…

DFSI, SCHD and IEFA

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: DFSI, SCHD, IEFA