Compare · 3 funds side by side · dividends reinvested

SCHD, DFAS and VUG

SCHDSchwab×DFASDimensional×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,959 · 2022SCHD$16,267VUG$16,124DFAS$13,927Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three
02 / 04

SCHD, DFAS and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3
Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.4
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4
Rank among the three1st → 3rdFee, 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: SCHD 2011 · DFAS 1992 · VUG 2004
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Head to Head

5Y
Schwab U.S. Dividend Equity ETF · $120B$16,267
SCHD
DFAS
Dimensional - US Small Cap ETF · $33.7B$13,927

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

SCHDMeasureDFAS
+31.4%Year to dateJan 1 → Nov 6+12.7%
+37.0%1 yearTotal return+15.9%
+20.0%3 years · per year$10,000 became $17,266 · $16,130+17.3%
+10.2%5 years · per year$10,000 became $16,267 · $13,927+6.8%
0.06%Expense ratio$6 · $30 a year on $10k · lower is better0.30%
3.00%Trailing 12-mo yield$300 · $103 a year on $10k1.03%
−6.9%Worst dropSmaller is better−9.4%
11.7%VolatilityLower is calmer15.7%
SCHDDFAS Winner of the row, in its colourEach row: the bigger of the two fills its side
8–0SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

SCHD vs DFAS: Top 5 Holdings

Today
21.4%in top 5
in top 51.3%
SCHDStockDFAS
4.5%PGnot top 5
4.3%HDnot top 5
4.3%TXNnot top 5
4.3%KOnot top 5
4.1%AMGNnot top 5
not top 5SWKS0.3%
not top 5CCK0.3%
not top 5SJM0.3%
not top 5BJ0.3%
not top 5UMBF0.2%
Held in common3.5%
End-of-day Nov 6, 2026 · share of each fund
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SCHD vs DFAS Returns, Every Period

5Y
SchwabSCHD
+10.2%
5 years, per year
DFASDimensional
+6.8%
5 years, per year
0%+10%+20%+30%+40%+31.4%+12.7%YTD+37.0%+15.9%1 year+20.0%+17.3%3 yrs · yr+10.2%+6.8%5 yrs · yr
SCHDDFASFaded: behind in that period
4–0SCHD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
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Income vs Stocks: SCHD vs DFAS

YTD
SchwabSCHD
+31.4%
DFASDimensional
+12.7%
Jan 1Nov 6+31.4%+12.7%
+31.4%Year to date+12.7%
−6.9%Worst drop · 1Y−9.4%
11.7%Volatility · 1Y15.7%
3.0%Yield1.0%
$120BAssets$33.7B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SCHD, DFAS, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SCHD0.06%$6
DFAS0.30%$30
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SCHD, DFAS, VUG

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
DFAS1.03%$103
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
DFAS$103 − $30 = $73
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SCHD, DFAS, VUG

Today
3.5%most shared, SCHD and DFAS
SCHDDFASVUG
SCHD—3.5%0.8%
DFAS3.5%—0.0%
VUG0.8%0.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%DFAS +15.9%VUG +0.2%
SCHDWorst drop−6.9%11.7% vol
DFASWorst drop−9.4%15.7% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+12.7%
+31.4%Year to date+12.7%
3.0%Yield1.0%
+37.0%Past year+15.9%
0.06%Fee0.30%
4–0SCHD wins
End-of-day Nov 6, 2026
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Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.7B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
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