Compare · 2 funds side by side · dividends reinvested

SCHB and DFAC

SCHBSchwab×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,525DFAC · best of the two

02 / 04

SCHB and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.4

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$42.9B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHB 2009 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

DFAC

SCHB

Schwab U.S. Broad Market ETF · $42.9B$16,377

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

DFACMeasureSCHB

+11.4%Year to dateJan 1 → Nov 6+8.8%

+13.8%1 yearTotal return+9.7%

+21.0%3 years · per year$10,000 became $17,722 · $17,991+21.6%

+10.6%5 years · per year$10,000 became $16,525 · $16,377+10.4%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.90%Trailing 12-mo yield$90 · $109 a year on $10k1.09%

−8.5%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.8%

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

5–3DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs SCHB: Top 5 Holdings

Today

DFAC

20.4%in top 5

SCHB

in top 524.8%

DFACStockSCHB

5.9%AAPL7.1%

4.8%NVDA6.2%

5.0%MSFT5.6%

2.7%AMZN3.6%

not top 5GOOGL2.3%

1.9%METAnot top 5

Held in common74.8%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs SCHB Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

DFACSCHBFaded: behind in that period

3–1DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs SCHB

YTD

DimensionalDFAC

+11.4%

SCHBSchwab

+8.8%

+11.4%Year to date+8.8%

−8.5%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.8%

0.9%Yield1.1%

$85.7BAssets$42.9B

3–1DFAC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHB, DFAC

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

DFAC0.21%$21

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHB, DFAC

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

DFAC0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHB, DFAC

Today

74.8%most shared, SCHB and DFAC

SCHBDFAC

SCHB—74.8%

DFAC74.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

SCHBWorst drop−8.9%13.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBDFAC

+8.8%Year to date+11.4%

1.1%Yield0.9%

+9.7%Past year+13.8%

0.03%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026