Compare · 3 funds side by side · dividends reinvested

DFVX, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

DFVX, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.5

Dimensional US Large Cap Vector ETFLow-Cost Core · US large cap0.19%1.14%+12.8%+16.4%[…][…]−7.2%11.6%$540M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.3

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: DFVX 2023 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional US Large Cap Vector ETF · $540M[…]

DFVX

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 16.7% in common

DFVXMeasureSCHD

+12.8%Year to dateJan 1 → Nov 5+32.3%

+16.4%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.19%Expense ratio$19 · $6 a year on $10k · lower is better0.06%

1.14%Trailing 12-mo yield$114 · $298 a year on $10k2.98%

−7.2%Worst dropSmaller is better−6.9%

11.6%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

More Ways to See the Pairs

DFVX vs SCHD: Top 5 Holdings

Today

DFVX

21.1%in top 5

SCHD

in top 521.7%

DFVXStockSCHD

6.6%MSFTnot top 5

5.2%AMZNnot top 5

not top 5TXN4.7%

4.4%METAnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.5%JPMnot top 5

2.4%GOOGLnot top 5

Held in common16.7%

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

DFVX vs SCHD Returns, Every Period

DimensionalDFVX

+16.4%

past year

SCHDSchwab

+38.7%

past year

DFVXSCHDFaded: behind in that period

0–2SCHD wins

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

Core vs Income: DFVX vs SCHD

YTD

DimensionalDFVX

+12.8%

SCHDSchwab

+32.3%

+12.8%Year to date+32.3%

−7.2%Worst drop · 1Y−6.9%

11.6%Volatility · 1Y11.7%

1.1%Yield3.0%

$540MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: DFVX, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

DFVX0.19%$19

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

Yields: DFVX, SCHD, VOO

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

DFVX1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VOO$110 − $3 = $107

DFVX$114 − $19 = $95

KeptFee

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

Overlap: DFVX, SCHD, VOO

Today

52.9%most shared, DFVX and VOO

DFVXSCHDVOO

DFVX—16.7%52.9%

SCHD16.7%—7.6%

VOO52.9%7.6%—

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

DFVXWorst drop−7.2%11.6% vol

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.5% vol

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

Paid More vs Made More

YTD

SCHDDFVX

+32.3%Year to date+12.8%

3.0%Yield1.1%

+38.7%Past year+16.4%

0.06%Fee0.19%

4–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026