Compare · 2 funds side by side · dividends reinvested

DFVX and SCHV

DFVXDimensional×SCHVSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,273SCHV · best of the two

02 / 04

DFVX and SCHV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.81%+18.4%+22.0%+21.9%+10.2%−6.9%11.3%$15.7B1.1

Dimensional US Large Cap Vector ETFLow-Cost Core · US large cap0.19%1.12%+14.8%+17.1%[…][…]−7.2%11.0%$549M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFVX 2023 · SCHV 2009

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional US Large Cap Vector ETF · $549M[…]

DFVX

SCHV

Schwab U.S. Large-Cap Value ETF · $15.7B$16,273

$10,000 five years ago, dividends reinvested · they hold 51.2% in common

DFVXMeasureSCHV

+14.8%Year to dateJan 1 → Nov 3+18.4%

+17.1%1 yearTotal return+22.0%

[…]3 years · per year$10,000 became […] · $18,095+21.9%

[…]5 years · per year$10,000 became […] · $16,273+10.2%

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

1.12%Trailing 12-mo yield$112 · $181 a year on $10k1.81%

−7.2%Worst dropSmaller is better−6.9%

11.0%VolatilityLower is calmer11.3%

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

1–5SCHV wins

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

More Ways to See the Pairs

DFVX vs SCHV: Top 5 Holdings

Today

DFVX

20.3%in top 5

SCHV

in top 512.8%

DFVXStockSCHV

6.1%MSFTnot top 5

4.9%AMZNnot top 5

4.3%METAnot top 5

not top 5BRK-B3.4%

2.4%JPM3.0%

2.5%XOM2.4%

not top 5JNJ2.1%

not top 5WMT1.9%

Held in common51.2%

End-of-day Nov 3, 2026 · share of each fund

DFVX vs SCHV Returns, Every Period

DimensionalDFVX

+17.1%

past year

SCHVSchwab

+22.0%

past year

DFVXSCHVFaded: behind in that period

0–2SCHV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFVX vs SCHV

YTD

DimensionalDFVX

+14.8%

SCHVSchwab

+18.4%

+14.8%Year to date+18.4%

−7.2%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.3%

1.1%Yield1.8%

$549MAssets$15.7B

3–1SCHV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFVX, SCHV

Today

0.04%lowest, SCHV

FundExpense ratioFee$10k

SCHV0.04%$4

DFVX0.19%$19

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFVX, SCHV

1.81%highest, SCHV

FundTrailing yieldYield$10k

SCHV1.81%$181

DFVX1.12%$112

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, SCHV

SCHV$181 − $4 = $177

DFVX$112 − $19 = $93

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFVX, SCHV

Today

51.2%most shared, DFVX and SCHV

DFVXSCHV

DFVX—51.2%

SCHV51.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.0%SCHV, at 11.3% volatility

DFVXWorst drop−7.2%11.0% vol

SCHVWorst drop−6.9%11.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHVDFVX

+18.4%Year to date+14.8%

1.8%Yield1.1%

+22.0%Past year+17.1%

0.04%Fee0.19%

4–0SCHV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026