Compare · 3 funds side by side · dividends reinvested

DFVX, SCHG and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

DFVX, SCHG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional US Large Cap Vector ETFLow-Cost Core · US large cap0.19%1.14%+12.7%+15.3%[…][…]−7.2%11.6%$540M1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.42%+1.9%+0.9%+22.7%+11.0%−15.0%17.8%$59.1B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFVX 2023 · SCHG 2009 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

DFVX

SCHG

Schwab U.S. Large-Cap Growth ETF · $59.1B$16,814

$10,000 five years ago, dividends reinvested · they hold 35.4% in common

DFVXMeasureSCHG

+12.7%Year to dateJan 1 → Nov 6+1.9%

+15.3%1 yearTotal return+0.9%

[…]3 years · per year$10,000 became […] · $18,452+22.7%

[…]5 years · per year$10,000 became […] · $16,814+11.0%

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

1.14%Trailing 12-mo yield$114 · $42 a year on $10k0.42%

−7.2%Worst dropSmaller is better−15.0%

11.6%VolatilityLower is calmer17.8%

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

5–1DFVX wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFVX vs SCHG: Top 5 Holdings

Today

DFVX

21.2%in top 5

SCHG

in top 544.2%

DFVXStockSCHG

not top 5AAPL12.6%

not top 5NVDA11.0%

6.6%MSFT10.0%

5.3%AMZN6.4%

4.4%METAnot top 5

2.4%GOOGL4.2%

2.5%JPMnot top 5

Held in common35.4%

End-of-day Nov 6, 2026 · share of each fund

DFVX vs SCHG Returns, Every Period

DimensionalDFVX

+15.3%

past year

SCHGSchwab

+0.9%

past year

DFVXSCHGFaded: behind in that period

2–0DFVX wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFVX vs VOO

YTD

DimensionalDFVX

+12.7%

VOOVanguard

+8.7%

+12.7%Year to date+8.7%

−7.2%Worst drop · 1Y−8.9%

11.6%Volatility · 1Y13.5%

1.1%Yield1.1%

$540MAssets$1.00T

3–0DFVX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFVX, SCHG, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHG0.04%$4

DFVX0.19%$19

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFVX, SCHG, VOO

1.14%highest, DFVX

FundTrailing yieldYield$10k

DFVX1.14%$114

VOO1.10%$110

SCHG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFVX$114 − $19 = $95

SCHG$42 − $4 = $38

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFVX, SCHG, VOO

Today

59.3%most shared, SCHG and VOO

DFVXSCHGVOO

DFVX—35.4%52.7%

SCHG35.4%—59.3%

VOO52.7%59.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.3%DFVX, at 11.6% volatility

DFVXWorst drop−7.2%11.6% vol

VOOWorst drop−8.9%13.5% vol

SCHGWorst drop−15.0%17.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFVXVOO

+12.7%Year to date+8.7%

1.1%Yield1.1%

+15.3%Past year+9.8%

0.19%Fee0.03%

2–1DFVX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026