Compare · 2 funds side by side · dividends reinvested

SCHD and DFAC

SCHDSchwab×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,417DFAC · best of the two

02 / 04

SCHD and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B1.8

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: SCHD 2011 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $121B$16,881

SCHD

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

SCHDMeasureDFAC

+35.3%Year to dateJan 1 → Nov 4+15.8%

+41.6%1 yearTotal return+17.7%

+21.4%3 years · per year$10,000 became $17,908 · $18,682+23.2%

+11.0%5 years · per year$10,000 became $16,881 · $17,417+11.7%

0.06%Expense ratio$6 · $21 a year on $10k · lower is better0.21%

2.91%Trailing 12-mo yield$291 · $87 a year on $10k0.87%

−6.9%Worst dropSmaller is better−8.5%

11.5%VolatilityLower is calmer12.3%

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

6–2SCHD wins

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

More Ways to See the Pairs

SCHD vs DFAC: Top 5 Holdings

Today

SCHD

21.6%in top 5

DFAC

in top 520.1%

SCHDStockDFAC

not top 5AAPL5.6%

not top 5NVDA5.3%

4.8%TXNnot top 5

not top 5MSFT4.8%

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

not top 5AMZN2.6%

not top 5META1.9%

Held in common9.1%

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

SCHD vs DFAC Returns, Every Period

SchwabSCHD

+11.0%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

SCHDDFACFaded: behind in that period

2–2Level

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

Income vs Stocks: SCHD vs DFAC

YTD

SchwabSCHD

+35.3%

DFACDimensional

+15.8%

+35.3%Year to date+15.8%

−6.9%Worst drop · 1Y−8.5%

11.5%Volatility · 1Y12.3%

2.9%Yield0.9%

$121BAssets$87.6B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, DFAC

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DFAC0.21%$21

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

Yields: SCHD, DFAC

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DFAC0.87%$87

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DFAC$87 − $21 = $66

KeptFee

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

Overlap: SCHD, DFAC

Today

9.1%most shared, SCHD and DFAC

SCHDDFAC

SCHD—9.1%

DFAC9.1%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

DFACWorst drop−8.5%12.3% vol

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

Paid More vs Made More

YTD

SCHDDFAC

+35.3%Year to date+15.8%

2.9%Yield0.9%

+41.6%Past year+17.7%

0.06%Fee0.21%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026