Compare · 3 funds side by side · dividends reinvested

DFUS, SCHB and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,837DFUS · best of the three

02 / 04

DFUS, SCHB and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.9

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B2.0

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.86%+13.4%+13.6%+24.2%+12.3%−9.0%13.2%$21.4B2.1

Rank among the three1st → 3rdFee, 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: DFUS 2001 · SCHB 2009 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $21.4B$17,837

DFUS

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 94.6% in common

DFUSMeasureSCHB

+13.4%Year to dateJan 1 → Nov 4+13.3%

+13.6%1 yearTotal return+13.3%

+24.2%3 years · per year$10,000 became $19,145 · $19,056+24.0%

+12.3%5 years · per year$10,000 became $17,837 · $17,270+11.5%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

0.86%Trailing 12-mo yield$86 · $104 a year on $10k1.04%

−9.0%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.1%

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

4–4Level

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

More Ways to See the Pairs

DFUS vs SCHB: Top 5 Holdings

Today

DFUS

24.5%in top 5

SCHB

in top 524.4%

DFUSStockSCHB

6.6%NVDA6.8%

6.7%AAPL6.6%

5.4%MSFT5.3%

3.5%AMZN3.4%

2.3%GOOGL2.2%

Held in common94.6%

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

DFUS vs SCHB Returns, Every Period

DimensionalDFUS

+12.3%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

DFUSSCHBFaded: behind in that period

4–0DFUS wins

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

DFUS vs IJH

YTD

DimensionalDFUS

+13.4%

IJHiShares

+13.9%

+13.4%Year to date+13.9%

−9.0%Worst drop · 1Y−8.8%

13.2%Volatility · 1Y15.0%

0.9%Yield1.2%

$21.4BAssets$125B

3–1IJH wins

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

Cost, Income and Risk

Fees: DFUS, SCHB, IJH

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IJH0.05%$5

DFUS0.09%$9

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

Yields: DFUS, SCHB, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

SCHB1.04%$104

DFUS0.86%$86

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

SCHB$104 − $3 = $101

DFUS$86 − $9 = $77

KeptFee

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

Overlap: DFUS, SCHB, IJH

Today

94.6%most shared, DFUS and SCHB

DFUSSCHBIJH

DFUS—94.6%4.3%

SCHB94.6%—4.7%

IJH4.3%4.7%—

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

Return vs Bumpiness: 3 ETFs

+16.4%IJH, at 15.0% volatility

SCHBWorst drop−8.9%13.1% vol

DFUSWorst drop−9.0%13.2% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

IJHDFUS

+13.9%Year to date+13.4%

1.2%Yield0.9%

+16.4%Past year+13.6%

0.05%Fee0.09%

4–0IJH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

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