Compare · 2 funds side by side · dividends reinvested

SCHB and DFMC

SCHBSchwab×DFMCDimensional×

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 / 03

SCHB and DFMC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$44.0B1.0

U.S. Micro Cap Portfolio ETFUS Stock Styles · Large cap0.43%0.46%[…][…][…][…][…][…]$7.6B2.0

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: SCHB 2009 · DFMC 1981

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHB

DFMC

U.S. Micro Cap Portfolio ETF · $7.6B[…]

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

SCHBMeasureDFMC

+13.3%Year to dateJan 1 → Nov 4[…]

+13.3%1 yearTotal return[…]

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

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

0.03%Expense ratio$3 · $43 a year on $10k · lower is better0.43%

1.04%Trailing 12-mo yield$104 · $46 a year on $10k0.46%

−8.9%Worst dropSmaller is better[…]

13.1%VolatilityLower is calmer[…]

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

2–0SCHB wins

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

More Ways to See the Pairs

SCHB vs DFMC: Top 5 Holdings

Today

SCHB

24.4%in top 5

DFMC

in top 52.0%

SCHBStockDFMC

6.8%NVDAnot top 5

6.6%AAPLnot top 5

5.3%MSFTnot top 5

3.4%AMZNnot top 5

2.2%GOOGLnot top 5

not top 5FBP0.5%

not top 5CVSA0.4%

not top 5HURN0.4%

not top 5USLM0.4%

not top 5AIR0.4%

Held in common3.4%

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

SCHB vs DFMC Returns, Every Period

SchwabSCHB

+13.3%

past year

DFMCDimensional

[…]

past year

Returns […]

SCHBDFMCFaded: behind in that period

0–0Level

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

SCHB vs DFMC

YTD

SchwabSCHB

+13.3%

DFMCDimensional

[…]

+13.3%Year to date[…]

−8.9%Worst drop · 1Y[…]

13.1%Volatility · 1Y[…]

1.0%Yield0.5%

$44.0BAssets$7.6B

1–0SCHB wins

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

Cost, Income and Risk

Fees: SCHB, DFMC

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

DFMC0.43%$43

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

Yields: SCHB, DFMC

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

DFMC0.46%$46

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

DFMC$46 − $43 = $3

KeptFee

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

Overlap: SCHB, DFMC

Today

3.4%most shared, SCHB and DFMC

SCHBDFMC

SCHB—3.4%

DFMC3.4%—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

DFMCWorst drop[…][…]

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

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