Compare · 3 funds side by side · dividends reinvested

DFUS, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,837DFUS · best of the three

02 / 04

DFUS, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.86%+13.4%+13.6%+24.2%+12.3%−9.0%13.2%$21.8B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

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 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $21.8B$17,837

DFUS

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

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

DFUSMeasureSCHD

+13.4%Year to dateJan 1 → Nov 4+35.3%

+13.6%1 yearTotal return+41.6%

+24.2%3 years · per year$10,000 became $19,145 · $17,908+21.4%

+12.3%5 years · per year$10,000 became $17,837 · $16,881+11.0%

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

0.86%Trailing 12-mo yield$86 · $291 a year on $10k2.91%

−9.0%Worst dropSmaller is better−6.9%

13.2%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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 SCHD: Top 5 Holdings

Today

DFUS

24.5%in top 5

SCHD

in top 521.6%

DFUSStockSCHD

6.7%AAPLnot top 5

6.6%NVDAnot top 5

5.4%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.5%AMZNnot top 5

2.3%GOOGLnot top 5

Held in common8.1%

End-of-day Nov 4, 2026 · share of each fund

DFUS vs SCHD Returns, Every Period

DimensionalDFUS

+12.3%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

DFUSSCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFUS vs SCHD

YTD

DimensionalDFUS

+13.4%

SCHDSchwab

+35.3%

+13.4%Year to date+35.3%

−9.0%Worst drop · 1Y−6.9%

13.2%Volatility · 1Y11.5%

0.9%Yield2.9%

$21.8BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: DFUS, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

DFUS0.09%$9

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

Yields: DFUS, SCHD, VUG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DFUS0.86%$86

VUG0.40%$40

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DFUS$86 − $9 = $77

VUG$40 − $3 = $37

KeptFee

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

Overlap: DFUS, SCHD, VUG

Today

51.0%most shared, DFUS and VUG

DFUSSCHDVUG

DFUS—8.1%51.0%

SCHD8.1%—0.8%

VUG51.0%0.8%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

DFUSWorst drop−9.0%13.2% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SCHDDFUS

+35.3%Year to date+13.4%

2.9%Yield0.9%

+41.6%Past year+13.6%

0.06%Fee0.09%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026