Compare · 3 funds side by side · dividends reinvested

DFUS, SCHD and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

DFUS, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.9

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.90%+8.5%+9.9%+22.1%+11.1%−9.0%13.9%$20.8B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFUS 2001 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $20.8B$16,889

DFUS

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

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

DFUSMeasureSCHD

+8.5%Year to dateJan 1 → Nov 5+32.3%

+9.9%1 yearTotal return+38.7%

+22.1%3 years · per year$10,000 became $18,189 · $17,414+20.3%

+11.1%5 years · per year$10,000 became $16,889 · $16,375+10.4%

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

0.90%Trailing 12-mo yield$90 · $298 a year on $10k2.98%

−9.0%Worst dropSmaller is better−6.9%

13.9%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

DFUS vs SCHD: Top 5 Holdings

Today

DFUS

24.9%in top 5

SCHD

in top 521.7%

DFUSStockSCHD

6.9%AAPLnot top 5

6.3%NVDAnot top 5

5.7%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.7%AMZNnot top 5

2.3%GOOGLnot top 5

Held in common8.1%

End-of-day Nov 5, 2026 · share of each fund

DFUS vs SCHD Returns, Every Period

DimensionalDFUS

+11.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DFUSSCHDFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFUS vs SCHD

YTD

DimensionalDFUS

+8.5%

SCHDSchwab

+32.3%

+8.5%Year to date+32.3%

−9.0%Worst drop · 1Y−6.9%

13.9%Volatility · 1Y11.7%

0.9%Yield3.0%

$20.8BAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFUS, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

DFUS0.09%$9

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFUS, SCHD, VTV

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VTV1.86%$186

DFUS0.90%$90

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VTV$186 − $3 = $183

DFUS$90 − $9 = $81

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFUS, SCHD, VTV

Today

39.7%most shared, DFUS and VTV

DFUSSCHDVTV

DFUS—8.1%39.7%

SCHD8.1%—17.9%

VTV39.7%17.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% vol

DFUSWorst drop−9.0%13.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+32.3%Year to date+19.0%

3.0%Yield1.9%

+38.7%Past year+24.0%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026