Compare · 2 funds side by side · dividends reinvested

DFVX and SCHX

DFVXDimensional×SCHXSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,217SCHX · best of the two

02 / 04

DFVX and SCHX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional US Large Cap Vector ETFLow-Cost Core · US large cap0.19%1.12%+14.8%+17.1%[…][…]−7.2%11.0%$549M1.2

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.05%+11.3%+11.4%+24.0%+11.5%−9.0%12.9%$72.9B1.6

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 · SCHX 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

DFVX

SCHX

Schwab U.S. Large-Cap ETF · $72.9B$17,217

$10,000 five years ago, dividends reinvested · they hold 52.8% in common

DFVXMeasureSCHX

+14.8%Year to dateJan 1 → Nov 3+11.3%

+17.1%1 yearTotal return+11.4%

[…]3 years · per year$10,000 became […] · $19,063+24.0%

[…]5 years · per year$10,000 became […] · $17,217+11.5%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

1.12%Trailing 12-mo yield$112 · $105 a year on $10k1.05%

−7.2%Worst dropSmaller is better−9.0%

11.0%VolatilityLower is calmer12.9%

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

5–1DFVX 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 SCHX: Top 5 Holdings

Today

DFVX

20.3%in top 5

SCHX

in top 525.7%

DFVXStockSCHX

not top 5AAPL7.2%

not top 5NVDA7.1%

6.1%MSFT5.5%

4.9%AMZN3.5%

4.3%METAnot top 5

2.5%XOMnot top 5

2.4%JPMnot top 5

not top 5GOOGL2.4%

Held in common52.8%

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

DFVX vs SCHX Returns, Every Period

DimensionalDFVX

+17.1%

past year

SCHXSchwab

+11.4%

past year

DFVXSCHXFaded: behind in that period

2–0DFVX wins

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

DFVX vs SCHX

YTD

DimensionalDFVX

+14.8%

SCHXSchwab

+11.3%

+14.8%Year to date+11.3%

−7.2%Worst drop · 1Y−9.0%

11.0%Volatility · 1Y12.9%

1.1%Yield1.1%

$549MAssets$72.9B

3–0DFVX wins

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

Cost, Income and Risk

Fees: DFVX, SCHX

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

DFVX0.19%$19

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

Yields: DFVX, SCHX

1.12%highest, DFVX

FundTrailing yieldYield$10k

DFVX1.12%$112

SCHX1.05%$105

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

Income After Fees on $10,000

$102most kept, SCHX

SCHX$105 − $3 = $102

DFVX$112 − $19 = $93

KeptFee

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

Overlap: DFVX, SCHX

Today

52.8%most shared, DFVX and SCHX

DFVXSCHX

DFVX—52.8%

SCHX52.8%—

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

Return vs Bumpiness: 2 ETFs

+17.1%DFVX, at 11.0% volatility

DFVXWorst drop−7.2%11.0% vol

SCHXWorst drop−9.0%12.9% vol

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

Paid More vs Made More

YTD

DFVXSCHX

+14.8%Year to date+11.3%

1.1%Yield1.1%

+17.1%Past year+11.4%

0.19%Fee0.03%

2–1DFVX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026