Compare · 2 funds side by side · dividends reinvested

DFSV and SCHD

DFSVDimensional×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

DFSV 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%$121B1.0

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.37%+22.3%+28.5%+20.4%[…]−9.4%14.7%$28.0B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFSV 1993 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Small Cap Value Portfolio ETF Class Shares · $28.0B[…]

DFSV

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

DFSVMeasureSCHD

+22.3%Year to dateJan 1 → Nov 4+35.3%

+28.5%1 yearTotal return+41.6%

+20.4%3 years · per year$10,000 became $17,471 · $17,908+21.4%

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

0.31%Expense ratio$31 · $6 a year on $10k · lower is better0.06%

1.37%Trailing 12-mo yield$137 · $291 a year on $10k2.91%

−9.4%Worst dropSmaller is better−6.9%

14.7%VolatilityLower is calmer11.5%

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

0–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFSV vs SCHD: Top 5 Holdings

Today

DFSV

3.7%in top 5

SCHD

in top 521.6%

DFSVStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

0.8%ELANnot top 5

0.8%SWKSnot top 5

0.7%ARWnot top 5

0.7%DINOnot top 5

0.7%IVZnot top 5

Held in common2.3%

End-of-day Nov 4, 2026 · share of each fund

DFSV vs SCHD Returns, Every Period

DimensionalDFSV

+28.5%

past year

SCHDSchwab

+41.6%

past year

DFSVSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFSV vs SCHD

YTD

DimensionalDFSV

+22.3%

SCHDSchwab

+35.3%

+22.3%Year to date+35.3%

−9.4%Worst drop · 1Y−6.9%

14.7%Volatility · 1Y11.5%

1.4%Yield2.9%

$28.0BAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFSV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DFSV0.31%$31

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFSV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DFSV1.37%$137

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DFSV$137 − $31 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFSV, SCHD

Today

2.3%most shared, DFSV and SCHD

DFSVSCHD

DFSV—2.3%

SCHD2.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

DFSVWorst drop−9.4%14.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDFSV

+35.3%Year to date+22.3%

2.9%Yield1.4%

+41.6%Past year+28.5%

0.06%Fee0.31%

4–0SCHD wins

End-of-day Nov 4, 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026