Compare · 3 funds side by side · dividends reinvested

DFVX, SCHX and IVV

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

02 / 04

DFVX, SCHX and IVV, 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

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.08%+8.4%+9.3%+21.8%+10.8%−9.0%13.7%$71.0B2.5

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 · SCHX 2009 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFVX

SCHX

Schwab U.S. Large-Cap ETF · $71.0B$16,684

$10,000 five years ago, dividends reinvested · they hold 53.4% in common

DFVXMeasureSCHX

+12.7%Year to dateJan 1 → Nov 6+8.4%

+15.3%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $18,059+21.8%

[…]5 years · per year$10,000 became […] · $16,684+10.8%

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

1.14%Trailing 12-mo yield$114 · $108 a year on $10k1.08%

−7.2%Worst dropSmaller is better−9.0%

11.6%VolatilityLower is calmer13.7%

DFVXSCHX 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 SCHX: Top 5 Holdings

Today

DFVX

21.2%in top 5

SCHX

in top 526.3%

DFVXStockSCHX

not top 5AAPL7.5%

6.6%MSFT5.9%

not top 5NVDA6.6%

5.3%AMZN3.8%

4.4%METAnot top 5

2.4%GOOGL2.5%

2.5%JPMnot top 5

Held in common53.4%

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

DFVX vs SCHX Returns, Every Period

DimensionalDFVX

+15.3%

past year

SCHXSchwab

+9.3%

past year

DFVXSCHXFaded: behind in that period

2–0DFVX wins

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

DFVX vs IVV

YTD

DimensionalDFVX

+12.7%

IVViShares

+8.7%

+12.7%Year to date+8.7%

−7.2%Worst drop · 1Y−8.9%

11.6%Volatility · 1Y13.6%

1.1%Yield1.1%

$540MAssets$850B

3–0DFVX wins

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

Cost, Income and Risk

Fees: DFVX, SCHX, IVV

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

IVV0.03%$3

DFVX0.19%$19

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

Yields: DFVX, SCHX, IVV

1.14%highest, DFVX

FundTrailing yieldYield$10k

DFVX1.14%$114

IVV1.14%$114

SCHX1.08%$108

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SCHX$108 − $3 = $105

DFVX$114 − $19 = $95

KeptFee

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

Overlap: DFVX, SCHX, IVV

Today

94.6%most shared, SCHX and IVV

DFVXSCHXIVV

DFVX—53.4%54.9%

SCHX53.4%—94.6%

IVV54.9%94.6%—

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

IVVWorst drop−8.9%13.6% vol

SCHXWorst drop−9.0%13.7% vol

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

Paid More vs Made More

YTD

DFVXIVV

+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

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026