Compare · 2 funds side by side · dividends reinvested

SCHA and DFAS

SCHASchwab×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,320DFAS · best of the two

02 / 04

SCHA and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.11%+17.1%+19.4%+21.9%+6.3%−11.2%18.6%$22.1B1.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.6

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: SCHA 2009 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Small-Cap ETF · $22.1B$13,578

SCHA

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,320

$10,000 five years ago, dividends reinvested · they hold 66.4% in common

SCHAMeasureDFAS

+17.1%Year to dateJan 1 → Nov 3+15.7%

+19.4%1 yearTotal return+19.0%

+21.9%3 years · per year$10,000 became $18,104 · $16,881+19.1%

+6.3%5 years · per year$10,000 became $13,578 · $14,320+7.4%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.11%Trailing 12-mo yield$112 · $101 a year on $10k1.01%

−11.2%Worst dropSmaller is better−9.4%

18.6%VolatilityLower is calmer15.3%

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

5–3SCHA wins

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

More Ways to See the Pairs

SCHA vs DFAS: Top 5 Holdings

Today

SCHA

1.6%in top 5

DFAS

in top 51.4%

SCHAStockDFAS

0.4%HALO0.3%

0.3%GKOSnot top 5

not top 5SWKS0.3%

0.3%Wnot top 5

0.3%BMNRnot top 5

0.3%AHRnot top 5

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5RRC0.3%

Held in common66.4%

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

SCHA vs DFAS Returns, Every Period

SchwabSCHA

+6.3%

5 years, per year

DFASDimensional

+7.4%

5 years, per year

SCHADFASFaded: behind in that period

3–1SCHA wins

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

SCHA vs DFAS

YTD

SchwabSCHA

+17.1%

DFASDimensional

+15.7%

+17.1%Year to date+15.7%

−11.2%Worst drop · 1Y−9.4%

18.6%Volatility · 1Y15.3%

1.1%Yield1.0%

$22.1BAssets$34.7B

2–2level

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

Cost, Income and Risk

Fees: SCHA, DFAS

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

DFAS0.30%$30

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

Yields: SCHA, DFAS

1.11%highest, SCHA

FundTrailing yieldYield$10k

SCHA1.11%$112

DFAS1.01%$101

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

Income After Fees on $10,000

$109most kept, SCHA

SCHA$112 − $3 = $109

DFAS$101 − $30 = $71

KeptFee

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

Overlap: SCHA, DFAS

Today

66.4%most shared, SCHA and DFAS

SCHADFAS

SCHA—66.4%

DFAS66.4%—

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

Return vs Bumpiness: 2 ETFs

+19.4%SCHA, at 18.6% volatility

DFASWorst drop−9.4%15.3% vol

SCHAWorst drop−11.2%18.6% vol

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

Paid More vs Made More

YTD

SCHADFAS

+17.1%Year to date+15.7%

1.1%Yield1.0%

+19.4%Past year+19.0%

0.03%Fee0.30%

4–0SCHA 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