Compare · 2 funds side by side · dividends reinvested

SCHD and DFCF

SCHDSchwab×DFCFDimensional×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeDFCF · 4.54% · $454 a year on $10k

Story of the two · RiskSmallest drop

SCHD and DFCF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.4

Dimensional - Core Fixed Income ETFBonds & Cash · Core aggregate0.18%4.54%−1.8%−1.6%+4.4%[…]−4.8%4.4%$11.6B1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: SCHD 2011 · DFCF 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - Core Fixed Income ETF · $11.6B[…]

DFCF

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested

DFCFMeasureSCHD

−1.8%

More Ways to See the Pairs

DFCF vs SCHD: Top 5 Holdings

Today

DFCF

[…]in top 5

SCHD

in top 521.8%

DFCFStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SCHD, DFCF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DFCF0.18%$18

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SCHD, DFCF

1Y

4.54%highest, DFCF

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to date

Jan 1 → Nov 13

+34.9%

−1.6%1 yearTotal return+37.5%

+4.4%3 years · per year$10,000 became $11,379 · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

4.54%Trailing 12-mo yield$454 · $292 a year on $10k2.92%

−4.8%Worst dropSmaller is better−6.9%

4.4%VolatilityLower is calmer11.7%

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

3–4SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

DFCF vs SCHD Returns, Every Period

1Y

DimensionalDFCF

−1.6%

past year

SCHDSchwab

+37.5%

past year

DFCFSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Income: DFCF vs SCHD

YTD

DimensionalDFCF

−1.8%

SCHDSchwab

+34.9%

−1.8%Year to date+34.9%

−4.8%Worst drop · 1Y−6.9%

4.4%Volatility · 1Y11.7%

4.5%Yield2.9%

$11.6BAssets$124B

3–1DFCF wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

DFCF4.54%$454

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$436most kept, DFCF

DFCF$454 − $18 = $436

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SCHD, DFCF

Today

[…]holdings […]

SCHDDFCF

SCHD—[…]

DFCF[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

DFCFWorst drop−4.8%4.4% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFCFSCHD

−1.8%Year to date+34.9%

4.5%Yield2.9%

−1.6%Past year+37.5%

0.18%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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SCHD and DFCF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two