Compare · 3 funds side by side · dividends reinvested

SCHB, DFAC and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,820DFAC · best of the three

02 / 04

SCHB, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B1.6

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$43.2B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

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: SCHB 2009 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $43.2B$16,705

SCHB

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

$10,000 five years ago, dividends reinvested · they hold 74.8% in common

SCHBMeasureDFAC

+11.5%Year to dateJan 1 → Nov 9+14.1%

+13.7%1 yearTotal return+17.7%

+21.8%3 years · per year$10,000 became $18,080 · $17,787+21.2%

+10.8%5 years · per year$10,000 became $16,705 · $16,820+11.0%

0.03%Expense ratio$3 · $21 a year on $10k · lower is better0.21%

1.06%Trailing 12-mo yield$106 · $88 a year on $10k0.88%

−8.9%Worst dropSmaller is better−8.5%

14.0%VolatilityLower is calmer13.1%

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

3–5DFAC wins

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

More Ways to See the Pairs

SCHB vs DFAC: Top 5 Holdings

Today

SCHB

24.8%in top 5

DFAC

in top 520.4%

SCHBStockDFAC

7.0%AAPL5.9%

6.3%NVDA4.9%

5.5%MSFT5.0%

3.6%AMZN2.7%

2.3%GOOGLnot top 5

not top 5META1.9%

Held in common74.8%

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

SCHB vs DFAC Returns, Every Period

SchwabSCHB

+10.8%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

SCHBDFACFaded: behind in that period

1–3DFAC wins

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

SCHB vs DFAC

YTD

SchwabSCHB

+11.5%

DFACDimensional

+14.1%

+11.5%Year to date+14.1%

−8.9%Worst drop · 1Y−8.5%

14.0%Volatility · 1Y13.1%

1.1%Yield0.9%

$43.2BAssets$85.6B

3–1DFAC wins

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

Cost, Income and Risk

Fees: SCHB, DFAC, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

DFAC0.21%$21

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

Yields: SCHB, DFAC, VUG

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

DFAC0.88%$88

VUG0.41%$41

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

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

Overlap: SCHB, DFAC, VUG

Today

74.8%most shared, SCHB and DFAC

SCHBDFACVUG

SCHB—74.8%50.3%

DFAC74.8%—35.8%

VUG50.3%35.8%—

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

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

SCHBWorst drop−8.9%14.0% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

SCHBDFAC

+11.5%Year to date+14.1%

1.1%Yield0.9%

+13.7%Past year+17.7%

0.03%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026