Compare · 3 funds side by side · dividends reinvested

DVAL, SCHD and IEFA

DVALFranklin Templeton×SCHDSchwab×IEFAiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

DVAL, SCHD and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

BrandywineGLOBAL-Dynamic US Large Cap Value ETFInternational · Global0.49%5.15%+13.0%+15.8%+15.6%[…]−6.2%10.4%$60M1.9

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.36%+11.1%+15.8%+18.9%+8.3%−11.5%16.5%$193B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: DVAL 2006 · SCHD 2011 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M[…]

DVAL

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested

DVALMeasureSCHD

+13.0%Year to dateJan 1 → Nov 9+33.2%

+15.8%1 yearTotal return+39.1%

+15.6%3 years · per year$10,000 became $15,457 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.49%Expense ratio$49 · $6 a year on $10k · lower is better0.06%

5.15%Trailing 12-mo yield$515 · $296 a year on $10k2.96%

−6.2%Worst dropSmaller is better−6.9%

10.4%VolatilityLower is calmer11.8%

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

3–4SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DVAL vs SCHD: Top 5 Holdings

Today

DVAL

[…]in top 5

SCHD

in top 521.4%

DVALStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DVAL vs SCHD Returns, Every Period

Franklin TempletonDVAL

+15.8%

past year

SCHDSchwab

+39.1%

past year

DVALSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DVAL vs IEFA

YTD

Franklin TempletonDVAL

+13.0%

IEFAiShares

+11.1%

+13.0%Year to date+11.1%

−6.2%Worst drop · 1Y−11.5%

10.4%Volatility · 1Y16.5%

5.2%Yield3.4%

$59.8MAssets$193B

4–0DVAL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DVAL, SCHD, IEFA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

DVAL0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DVAL, SCHD, IEFA

5.15%highest, DVAL

FundTrailing yieldYield$10k

DVAL5.15%$515

IEFA3.36%$336

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

IEFA$336 − $7 = $329

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DVAL, SCHD, IEFA

Today

0.0%most shared, SCHD and IEFA

DVALSCHDIEFA

DVAL—[…][…]

SCHD[…]—0.0%

IEFA[…]0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

DVALWorst drop−6.2%10.4% vol

SCHDWorst drop−6.9%11.8% vol

IEFAWorst drop−11.5%16.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DVALSCHD

+13.0%Year to date+33.2%

5.2%Yield3.0%

+15.8%Past year+39.1%

0.49%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026