Compare · 3 funds side by side · dividends reinvested

DFSV, SCHD and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

DFSV, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.6

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.38%+21.2%+26.8%+18.0%[…]−9.4%15.2%$27.6B2.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFSV 1993 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

U.S. Small Cap Value Portfolio ETF Class Shares · $27.6B[…]

DFSV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

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

DFSV

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DFSV vs SCHD: Top 5 Holdings

Today

DFSV

3.7%in top 5

SCHD

in top 521.7%

DFSVStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: DFSV, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

DFSV0.31%$31

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFSV, SCHD, VTV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SCHD

+21.2%Year to dateJan 1 → Nov 11+34.6%

+26.8%1 yearTotal return+39.3%

+18.0%3 years · per year$10,000 became $16,420 · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

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

1.38%Trailing 12-mo yield$138 · $293 a year on $10k2.93%

−9.4%Worst dropSmaller is better−6.9%

15.2%VolatilityLower is calmer11.8%

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

0–7SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%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 11, 2026 · share of each fund

DFSV vs SCHD Returns, Every Period

1Y

DimensionalDFSV

+26.8%

past year

SCHDSchwab

+39.3%

past year

DFSVSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFSV vs SCHD

YTD

DimensionalDFSV

+21.2%

SCHDSchwab

+34.6%

+21.2%Year to date+34.6%

−9.4%Worst drop · 1Y−6.9%

15.2%Volatility · 1Y11.8%

1.4%Yield2.9%

$27.6BAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VTV1.81%$181

DFSV1.38%$138

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VTV$181 − $3 = $178

DFSV$138 − $31 = $107

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFSV, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

DFSVSCHDVTV

DFSV—2.3%0.0%

SCHD2.3%—17.9%

VTV0.0%17.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

DFSVWorst drop−9.4%15.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+34.6%Year to date+22.3%

2.9%Yield1.8%

+39.3%Past year+25.5%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DFSV, SCHD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three