Compare · 3 funds side by side · dividends reinvested

DFUS, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,904DFUS · best of the three

02 / 04

DFUS, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$42.9B1.5

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.90%+8.8%+9.8%+21.8%+11.1%−9.0%13.9%$20.8B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFUS 2001 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $20.8B$16,904

DFUS

SCHB

Schwab U.S. Broad Market ETF · $42.9B$16,377

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

DFUSMeasureSCHB

+8.8%Year to dateJan 1 → Nov 6+8.8%

+9.8%1 yearTotal return+9.7%

+21.8%3 years · per year$10,000 became $18,067 · $17,991+21.6%

+11.1%5 years · per year$10,000 became $16,904 · $16,377+10.4%

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

0.90%Trailing 12-mo yield$90 · $109 a year on $10k1.09%

−9.0%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.8%

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

3–4SCHB wins

End-of-day Nov 6, 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

7.1%AAPL7.1%

6.0%NVDA6.2%

5.7%MSFT5.6%

3.8%AMZN3.6%

2.4%GOOGL2.3%

Held in common94.5%

End-of-day Nov 6, 2026 · share of each fund

DFUS vs SCHB Returns, Every Period

DimensionalDFUS

+11.1%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

DFUSSCHBFaded: behind in that period

3–0DFUS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFUS vs SCHB

YTD

DimensionalDFUS

+8.8%

SCHBSchwab

+8.8%

+8.8%Year to date+8.8%

−9.0%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.8%

0.9%Yield1.1%

$20.8BAssets$42.9B

3–0SCHB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFUS, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

DFUS0.09%$9

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFUS, SCHB, VUG

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

DFUS0.90%$90

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

DFUS$90 − $9 = $81

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFUS, SCHB, VUG

Today

94.5%most shared, DFUS and SCHB

DFUSSCHBVUG

DFUS—94.5%50.5%

SCHB94.5%—50.0%

VUG50.5%50.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%DFUS, at 13.9% volatility

SCHBWorst drop−8.9%13.8% vol

DFUSWorst drop−9.0%13.9% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBDFUS

+8.8%Year to date+8.8%

1.1%Yield0.9%

+9.7%Past year+9.8%

0.03%Fee0.09%

2–1SCHB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026