Compare · 2 funds side by side · dividends reinvested

DFSU and SCHB

DFSUDimensional×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 / 04

DFSU 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%$44.0B1.1

Dimensional - US Sustainability Core 1 ETFUS Stock Styles · Large cap0.15%0.83%+10.4%+11.5%+23.0%[…]−10.1%12.9%$2.4B1.9

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: DFSU 2022 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Sustainability Core 1 ETF · $2.4B[…]

DFSU

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 71.2% in common

DFSUMeasureSCHB

+10.4%Year to dateJan 1 → Nov 3+11.6%

+11.5%1 yearTotal return+11.7%

+23.0%3 years · per year$10,000 became $18,609 · $18,993+23.8%

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

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.83%Trailing 12-mo yield$83 · $106 a year on $10k1.06%

−10.1%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.1%

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

1–6SCHB wins

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

More Ways to See the Pairs

DFSU vs SCHB: Top 5 Holdings

Today

DFSU

22.0%in top 5

SCHB

in top 524.2%

DFSUStockSCHB

6.6%AAPL6.8%

6.5%NVDA6.7%

3.3%MSFT5.2%

3.0%AMZN3.3%

2.6%METAnot top 5

not top 5GOOGL2.2%

Held in common71.2%

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

DFSU vs SCHB Returns, Every Period

DimensionalDFSU

+11.5%

past year

SCHBSchwab

+11.7%

past year

DFSUSCHBFaded: behind in that period

0–3SCHB wins

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

DFSU vs SCHB

YTD

DimensionalDFSU

+10.4%

SCHBSchwab

+11.6%

+10.4%Year to date+11.6%

−10.1%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.1%

0.8%Yield1.1%

$2.4BAssets$44.0B

3–1SCHB wins

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

Cost, Income and Risk

Fees: DFSU, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

DFSU0.15%$15

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

Yields: DFSU, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

DFSU0.83%$83

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

DFSU$83 − $15 = $68

KeptFee

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

Overlap: DFSU, SCHB

Today

71.2%most shared, DFSU and SCHB

DFSUSCHB

DFSU—71.2%

SCHB71.2%—

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

DFSUWorst drop−10.1%12.9% vol

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

SCHBDFSU

+11.6%Year to date+10.4%

1.1%Yield0.8%

+11.7%Past year+11.5%

0.03%Fee0.15%

4–0SCHB wins

End-of-day Nov 3, 2026

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