Compare · 3 funds side by side · dividends reinvested

DFUS, SCHB and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

DFUS, SCHB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.3

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%$44.0B2.3

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.86%+13.4%+13.6%+24.2%+12.3%−9.0%13.2%$21.4B2.4

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 · VTV 2004

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 VTV

YTD

DimensionalDFUS

+13.4%

VTVVanguard

+22.8%

+13.4%Year to date+22.8%

−9.0%Worst drop · 1Y−6.4%

13.2%Volatility · 1Y10.2%

0.9%Yield1.8%

$21.4BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: DFUS, SCHB, VTV

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VTV0.03%$3

DFUS0.09%$9

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

Yields: DFUS, SCHB, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

SCHB1.04%$104

DFUS0.86%$86

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

SCHB$104 − $3 = $101

DFUS$86 − $9 = $77

KeptFee

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

Overlap: DFUS, SCHB, VTV

Today

94.6%most shared, DFUS and SCHB

DFUSSCHBVTV

DFUS—94.6%39.7%

SCHB94.6%—39.1%

VTV39.7%39.1%—

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

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

SCHBWorst drop−8.9%13.1% vol

DFUSWorst drop−9.0%13.2% vol

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

Paid More vs Made More

YTD

VTVDFUS

+22.8%Year to date+13.4%

1.8%Yield0.9%

+27.5%Past year+13.6%

0.03%Fee0.09%

4–0VTV 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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV 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