Compare · 3 funds side by side · dividends reinvested

DFUS, SCHD and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,147DFUS · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

DFUS, SCHD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$124B2.3

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.88%+11.2%+13.3%+21.5%+11.4%−9.0%14.1%$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 10, 2026 · returns include dividends · since: DFUS 2001 · SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional U.S. Equity ETF · $21.4B$17,147

DFUS

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

DFUS

More Ways to See the Pairs

DFUS vs SCHD: Top 5 Holdings

Today

DFUS

24.6%in top 5

SCHD

in top 521.4%

DFUSStockSCHD

7.0%AAPLnot top 5

5.7%NVDAnot top 5

5.6%MSFTnot top 5

not top 5PG4.4%

not top 5TXN4.3%

Cost, Income and Risk

Fees: DFUS, SCHD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SCHD0.06%$6

DFUS0.09%$9

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

Yields: DFUS, SCHD, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

+11.2%Year to dateJan 1 → Nov 10+33.8%

+13.3%1 yearTotal return+38.8%

+21.5%3 years · per year$10,000 became $17,932 · $17,062+19.5%

+11.4%5 years · per year$10,000 became $17,147 · $16,428+10.4%

0.09%Expense ratio$9 · $6 a year on $10k · lower is better0.06%

0.88%Trailing 12-mo yield$88 · $294 a year on $10k2.94%

−9.0%Worst dropSmaller is better−6.9%

14.1%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.8%AMZNnot top 5

2.3%GOOGLnot top 5

Held in common8.1%

End-of-day Nov 10, 2026 · share of each fund

DFUS vs SCHD Returns, Every Period

5Y

DimensionalDFUS

+11.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DFUSSCHDFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFUS vs SCHD

YTD

DimensionalDFUS

+11.2%

SCHDSchwab

+33.8%

+11.2%Year to date+33.8%

−9.0%Worst drop · 1Y−6.9%

14.1%Volatility · 1Y11.8%

0.9%Yield2.9%

$21.4BAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

IJH1.22%$122

DFUS0.88%$88

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

IJH$122 − $5 = $117

DFUS$88 − $9 = $79

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFUS, SCHD, IJH

Today

8.1%most shared, DFUS and SCHD

DFUSSCHDIJH

DFUS—8.1%4.4%

SCHD8.1%—3.5%

IJH4.4%3.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

DFUSWorst drop−9.0%14.1% vol

IJHWorst drop−8.8%15.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIJH

+33.8%Year to date+13.2%

2.9%Yield1.2%

+38.8%Past year+15.7%

0.06%Fee0.05%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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DFUS, SCHD and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three