Compare · 3 funds side by side · dividends reinvested

DFVX, SCHX and SPY

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,481SPY · best of the three

Story of the three · IncomeMost incomeDFVX · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

DFVX, SCHX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional US Large Cap Vector ETFLow-Cost Core · US large cap0.19%1.10%+16.2%+18.3%+19.9%[…]−7.2%11.8%$556M1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B2.0

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.04%+12.1%+12.3%+21.9%+11.3%−9.0%13.8%$72.9B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFVX 2023 · SCHX 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional US Large Cap Vector ETF · $556M[…]

DFVX

SCHX

Schwab U.S. Large-Cap ETF · $72.9B$17,043

$10,000 five years ago, dividends reinvested · they hold 53.5% in common

DFVX

More Ways to See the Pairs

DFVX vs SCHX: Top 5 Holdings

Today

DFVX

21.2%in top 5

SCHX

in top 525.5%

DFVXStockSCHX

not top 5AAPL7.4%

6.4%MSFT5.8%

not top 5NVDA6.0%

5.4%AMZN3.9%

4.5%META

Cost, Income and Risk

Fees: DFVX, SCHX, SPY

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

SPY0.09%$9

DFVX0.19%$19

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFVX, SCHX, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SCHX

+16.2%Year to dateJan 1 → Nov 11+12.1%

+18.3%1 yearTotal return+12.3%

+19.9%3 years · per year$10,000 became $17,228 · $18,105+21.9%

[…]5 years · per year$10,000 became […] · $17,043+11.3%

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

1.10%Trailing 12-mo yield$110 · $104 a year on $10k1.04%

−7.2%Worst dropSmaller is better−9.0%

11.8%VolatilityLower is calmer13.8%

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

5–2DFVX wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

2.4%GOOGL2.5%

2.4%JPMnot top 5

Held in common53.5%

End-of-day Nov 11, 2026 · share of each fund

DFVX vs SCHX Returns, Every Period

1Y

DimensionalDFVX

+18.3%

past year

SCHXSchwab

+12.3%

past year

DFVXSCHXFaded: behind in that period

2–1DFVX wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFVX vs SCHX

YTD

DimensionalDFVX

+16.2%

SCHXSchwab

+12.1%

+16.2%Year to date+12.1%

−7.2%Worst drop · 1Y−9.0%

11.8%Volatility · 1Y13.8%

1.1%Yield1.0%

$556MAssets$72.9B

4–0DFVX wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.10%highest, DFVX

FundTrailing yieldYield$10k

DFVX1.10%$110

SCHX1.04%$104

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$101most kept, SCHX

SCHX$104 − $3 = $101

DFVX$110 − $19 = $91

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFVX, SCHX, SPY

Today

94.5%most shared, SCHX and SPY

DFVXSCHXSPY

DFVX—53.5%54.9%

SCHX53.5%—94.5%

SPY54.9%94.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.3%DFVX, at 11.8% volatility

DFVXWorst drop−7.2%11.8% vol

SPYWorst drop−8.9%13.7% vol

SCHXWorst drop−9.0%13.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFVXSPY

+16.2%Year to date+12.3%

1.1%Yield1.0%

+18.3%Past year+12.7%

0.19%Fee0.09%

3–1DFVX wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

Loading…

DFVX, SCHX and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three