Compare · 3 funds side by side · dividends reinvested

DFSV, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

DFSV, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.0

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.41%+18.4%+25.7%+18.9%[…]−9.4%15.1%$27.2B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFSV 1993 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Small Cap Value Portfolio ETF Class Shares · $27.2B[…]

DFSV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

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

DFSVMeasureSCHD

+18.4%Year to dateJan 1 → Nov 5+32.3%

+25.7%1 yearTotal return+38.7%

+18.9%3 years · per year$10,000 became $16,830 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

1.41%Trailing 12-mo yield$141 · $298 a year on $10k2.98%

−9.4%Worst dropSmaller is better−6.9%

15.1%VolatilityLower is calmer11.7%

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

0–7SCHD wins

End-of-day Nov 5, 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

3.6%in top 5

SCHD

in top 521.7%

DFSVStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.8%ELANnot top 5

0.7%SWKSnot top 5

0.7%IVZnot top 5

0.7%ARWnot top 5

0.7%SWKnot top 5

Held in common2.3%

End-of-day Nov 5, 2026 · share of each fund

DFSV vs SCHD Returns, Every Period

DimensionalDFSV

+25.7%

past year

SCHDSchwab

+38.7%

past year

DFSVSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFSV vs SCHD

YTD

DimensionalDFSV

+18.4%

SCHDSchwab

+32.3%

+18.4%Year to date+32.3%

−9.4%Worst drop · 1Y−6.9%

15.1%Volatility · 1Y11.7%

1.4%Yield3.0%

$27.2BAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFSV, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

DFSV0.31%$31

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFSV, SCHD, IWF

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

DFSV1.41%$141

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DFSV$141 − $31 = $110

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFSV, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

DFSVSCHDIWF

DFSV—2.3%0.0%

SCHD2.3%—3.6%

IWF0.0%3.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DFSVWorst drop−9.4%15.1% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDFSV

+32.3%Year to date+18.4%

3.0%Yield1.4%

+38.7%Past year+25.7%

0.06%Fee0.31%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026