Compare · 3 funds side by side · dividends reinvested

DFVX, SCHG and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,358SPY · best of the three

Story of the three · IncomeMost incomeDFVX · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

DFVX, SCHG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional US Large Cap Vector ETFLow-Cost Core · US large cap0.19%1.11%+15.4%+18.7%+19.5%[…]−7.2%11.8%$552M1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B1.9

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.41%+4.1%+5.1%+22.4%+11.4%−15.0%17.9%$61.4B2.4

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: DFVX 2023 · SCHG 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional US Large Cap Vector ETF · $552M[…]

DFVX

SCHG

Schwab U.S. Large-Cap Growth ETF · $61.4B$17,139

$10,000 five years ago, dividends reinvested · they hold 35.7% in common

DFVX

More Ways to See the Pairs

DFVX vs SCHG: Top 5 Holdings

Today

DFVX

21.3%in top 5

SCHG

in top 543.9%

DFVXStockSCHG

not top 5AAPL12.4%

not top 5NVDA11.2%

6.6%MSFT9.8%

5.3%AMZN6.3%

4.5%META

Cost, Income and Risk

Fees: DFVX, SCHG, SPY

Today

0.04%lowest, SCHG

FundExpense ratioFee$10k

SCHG0.04%$4

SPY0.09%$9

DFVX0.19%$19

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

Yields: DFVX, SCHG, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

SCHG

+15.4%Year to dateJan 1 → Nov 10+4.1%

+18.7%1 yearTotal return+5.1%

+19.5%3 years · per year$10,000 became $17,051 · $18,317+22.4%

[…]5 years · per year$10,000 became […] · $17,139+11.4%

0.19%Expense ratio$19 · $4 a year on $10k · lower is better0.04%

1.11%Trailing 12-mo yield$111 · $41 a year on $10k0.41%

−7.2%Worst dropSmaller is better−15.0%

11.8%VolatilityLower is calmer17.9%

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

5–2DFVX wins

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

not top 5

2.4%GOOGL4.2%

2.4%JPMnot top 5

Held in common35.7%

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

DFVX vs SCHG Returns, Every Period

1Y

DimensionalDFVX

+18.7%

past year

SCHGSchwab

+5.1%

past year

DFVXSCHGFaded: behind in that period

2–1DFVX wins

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

DFVX vs SPY

YTD

DimensionalDFVX

+15.4%

SPYSPDR

+10.8%

+15.4%Year to date+10.8%

−7.2%Worst drop · 1Y−8.9%

11.8%Volatility · 1Y13.8%

1.1%Yield1.0%

$552MAssets$778B

4–0DFVX wins

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

1Y

1.11%highest, DFVX

FundTrailing yieldYield$10k

DFVX1.11%$111

SPY1.01%$101

SCHG0.41%$41

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

Income After Fees on $10,000

1Y

$92most kept, DFVX

DFVX$111 − $19 = $92

SPY$101 − $9 = $92

SCHG$41 − $4 = $37

KeptFee

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

Overlap: DFVX, SCHG, SPY

Today

57.0%most shared, SCHG and SPY

DFVXSCHGSPY

DFVX—35.7%54.9%

SCHG35.7%—57.0%

SPY54.9%57.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+18.7%DFVX, at 11.8% volatility

DFVXWorst drop−7.2%11.8% vol

SPYWorst drop−8.9%13.8% vol

SCHGWorst drop−15.0%17.9% vol

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

Paid More vs Made More

YTD

DFVXSPY

+15.4%Year to date+10.8%

1.1%Yield1.0%

+18.7%Past year+13.0%

0.19%Fee0.09%

3–1DFVX wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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DFVX, SCHG and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three