Compare · 2 funds side by side · dividends reinvested

DXUV and SCHB

DXUVDimensional×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

DXUV and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Vector Equity Portfolio ETF Class SharesUS Stock Styles · Large cap0.26%0.95%+17.8%+20.5%[…][…]−8.5%12.1%$6.3B1.3

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: DXUV 2005 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Vector Equity Portfolio ETF Class Shares · $6.3B[…]

DXUV

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 60.1% in common

DXUVMeasureSCHB

+17.8%Year to dateJan 1 → Nov 4+13.3%

+20.5%1 yearTotal return+13.3%

[…]3 years · per year$10,000 became […] · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

0.26%Expense ratio$26 · $3 a year on $10k · lower is better0.03%

0.95%Trailing 12-mo yield$95 · $104 a year on $10k1.04%

−8.5%Worst dropSmaller is better−8.9%

12.1%VolatilityLower is calmer13.1%

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

4–2DXUV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DXUV vs SCHB: Top 5 Holdings

Today

DXUV

19.0%in top 5

SCHB

in top 524.4%

DXUVStockSCHB

4.6%NVDA6.8%

4.9%AAPL6.6%

5.1%MSFT5.3%

2.4%AMZN3.4%

not top 5GOOGL2.2%

1.9%METAnot top 5

Held in common60.1%

End-of-day Nov 4, 2026 · share of each fund

DXUV vs SCHB Returns, Every Period

DimensionalDXUV

+20.5%

past year

SCHBSchwab

+13.3%

past year

DXUVSCHBFaded: behind in that period

2–0DXUV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DXUV vs SCHB

YTD

DimensionalDXUV

+17.8%

SCHBSchwab

+13.3%

+17.8%Year to date+13.3%

−8.5%Worst drop · 1Y−8.9%

12.1%Volatility · 1Y13.1%

0.9%Yield1.0%

$6.3BAssets$44.0B

3–1DXUV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DXUV, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

DXUV0.26%$26

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DXUV, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

DXUV0.95%$95

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

DXUV$95 − $26 = $69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DXUV, SCHB

Today

60.1%most shared, DXUV and SCHB

DXUVSCHB

DXUV—60.1%

SCHB60.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.5%DXUV, at 12.1% volatility

DXUVWorst drop−8.5%12.1% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBDXUV

+13.3%Year to date+17.8%

1.0%Yield0.9%

+13.3%Past year+20.5%

0.03%Fee0.26%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026