Compare · 4 funds side by side · dividends reinvested

DFUS, SCHB, VUG and IWF

DFUSDimensional×SCHBSchwab×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,273DFUS · best of the four

02 / 04

DFUS, SCHB, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$43.2B1.6

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.88%+11.6%+13.9%+22.0%+11.6%−9.0%14.1%$20.9B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFUS 2001 · SCHB 2009 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $20.9B$17,273

DFUS

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,705

$10,000 five years ago, dividends reinvested · they hold 94.5% in common

DFUSMeasureSCHB

+11.6%Year to dateJan 1 → Nov 9+11.5%

+13.9%1 yearTotal return+13.7%

+22.0%3 years · per year$10,000 became $18,179 · $18,080+21.8%

+11.6%5 years · per year$10,000 became $17,273 · $16,705+10.8%

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

0.88%Trailing 12-mo yield$88 · $106 a year on $10k1.06%

−9.0%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer14.0%

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

4–4Level

End-of-day Nov 9, 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

25.0%in top 5

SCHB

in top 524.8%

DFUSStockSCHB

7.0%AAPL7.0%

6.2%NVDA6.3%

5.6%MSFT5.5%

3.8%AMZN3.6%

2.4%GOOGL2.3%

Held in common94.5%

End-of-day Nov 9, 2026 · share of each fund

DFUS vs SCHB Returns, Every Period

DimensionalDFUS

+11.6%

5 years, per year

SCHBSchwab

+10.8%

5 years, per year

DFUSSCHBFaded: behind in that period

4–0DFUS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFUS vs SCHB

YTD

DimensionalDFUS

+11.6%

SCHBSchwab

+11.5%

+11.6%Year to date+11.5%

−9.0%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y14.0%

0.9%Yield1.1%

$20.9BAssets$43.2B

3–1SCHB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFUS, SCHB, VUG, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

DFUS0.09%$9

IWF0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFUS, SCHB, VUG, IWF

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

DFUS0.88%$88

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

DFUS$88 − $9 = $79

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFUS, SCHB, VUG, IWF

Today

94.5%most shared, DFUS and SCHB

DFUSSCHBVUGIWF

DFUS—94.5%50.8%53.5%

SCHB94.5%—50.3%52.9%

VUG50.8%50.3%—78.1%

IWF53.5%52.9%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.9%DFUS, at 14.1% volatility

SCHBWorst drop−8.9%14.0% vol

DFUSWorst drop−9.0%14.1% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBDFUS

+11.5%Year to date+11.6%

1.1%Yield0.9%

+13.7%Past year+13.9%

0.03%Fee0.09%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026