Compare · 3 funds side by side · dividends reinvested

DFSI, SCHD and IEMG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

DFSI, SCHD and IEMG, 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%$120B1.0

Dimensional International Sustainability Core 1 ETFInternational · Ex-US broad0.24%2.31%+6.5%+12.0%+20.0%[…]−12.3%15.9%$1.2B2.4

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.49%+8.3%+8.8%+19.3%+6.0%−17.8%25.5%$139B2.5

Rank among the three1st → 3rdFee, 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: DFSI 2022 · SCHD 2011 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSI

SCHD

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

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

DFSIMeasureSCHD

+6.5%Year to dateJan 1 → Nov 6+31.4%

+12.0%1 yearTotal return+37.0%

+20.0%3 years · per year$10,000 became $17,259 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

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

2.31%Trailing 12-mo yield$231 · $300 a year on $10k3.00%

−12.3%Worst dropSmaller is better−6.9%

15.9%VolatilityLower is calmer11.7%

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

0–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFSI vs SCHD: Top 5 Holdings

Today

DFSI

6.4%in top 5

SCHD

in top 521.4%

DFSIStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.1%ASMLnot top 5

1.4%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 6, 2026 · share of each fund

DFSI vs SCHD Returns, Every Period

DimensionalDFSI

+12.0%

past year

SCHDSchwab

+37.0%

past year

DFSISCHDFaded: behind in that period

0–2SCHD wins

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

International vs Income: DFSI vs SCHD

YTD

DimensionalDFSI

+6.5%

SCHDSchwab

+31.4%

+6.5%Year to date+31.4%

−12.3%Worst drop · 1Y−6.9%

15.9%Volatility · 1Y11.7%

2.3%Yield3.0%

$1.2BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: DFSI, SCHD, IEMG

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEMG0.09%$9

DFSI0.24%$24

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

Yields: DFSI, SCHD, IEMG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IEMG2.49%$249

DFSI2.31%$231

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IEMG$249 − $9 = $240

DFSI$231 − $24 = $207

KeptFee

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

Overlap: DFSI, SCHD, IEMG

Today

0.0%most shared, DFSI and SCHD

DFSISCHDIEMG

DFSI—0.0%0.0%

SCHD0.0%—0.0%

IEMG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DFSIWorst drop−12.3%15.9% vol

IEMGWorst drop−17.8%25.5% vol

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

Paid More vs Made More

YTD

SCHDIEMG

+31.4%Year to date+8.3%

3.0%Yield2.5%

+37.0%Past year+8.8%

0.06%Fee0.09%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$139B

2–0IEMG 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