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$13,932DFAS · 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%1.15%+13.7%+18.2%+20.0%+5.7%−11.2%19.1%$22.4B1.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.6

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

End-of-day Nov 5, 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 · $22.4B$13,171

SCHA

DFAS

Dimensional - US Small Cap ETF · $35.2B$13,932

$10,000 five years ago, dividends reinvested · they hold 66.3% in common

SCHAMeasureDFAS

+13.7%Year to dateJan 1 → Nov 5+12.6%

+18.2%1 yearTotal return+17.3%

+20.0%3 years · per year$10,000 became $17,285 · $16,215+17.5%

+5.7%5 years · per year$10,000 became $13,171 · $13,932+6.9%

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

1.15%Trailing 12-mo yield$115 · $104 a year on $10k1.04%

−11.2%Worst dropSmaller is better−9.4%

19.1%VolatilityLower is calmer15.8%

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

5–3SCHA wins

End-of-day Nov 5, 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

0.3%Wnot top 5

not top 5SWKS0.3%

0.3%BMNRnot top 5

0.3%AHRnot top 5

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common66.3%

End-of-day Nov 5, 2026 · share of each fund

SCHA vs DFAS Returns, Every Period

SchwabSCHA

+5.7%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

SCHADFASFaded: behind in that period

3–1SCHA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SCHA vs DFAS

YTD

SchwabSCHA

+13.7%

DFASDimensional

+12.6%

+13.7%Year to date+12.6%

−11.2%Worst drop · 1Y−9.4%

19.1%Volatility · 1Y15.8%

1.1%Yield1.0%

$22.4BAssets$35.2B

2–2level

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: SCHA, DFAS

1.15%highest, SCHA

FundTrailing yieldYield$10k

SCHA1.15%$115

DFAS1.04%$104

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$112most kept, SCHA

SCHA$115 − $3 = $112

DFAS$104 − $30 = $74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCHA, DFAS

Today

66.3%most shared, SCHA and DFAS

SCHADFAS

SCHA—66.3%

DFAS66.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.2%SCHA, at 19.1% volatility

DFASWorst drop−9.4%15.8% vol

SCHAWorst drop−11.2%19.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHADFAS

+13.7%Year to date+12.6%

1.1%Yield1.0%

+18.2%Past year+17.3%

0.03%Fee0.30%

4–0SCHA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026