Compare · 2 funds side by side · dividends reinvested

SCHF and DFIV

SCHFSchwab×DFIVDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,865DFIV · best of the two

02 / 04

SCHF and DFIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.78%+14.8%+24.6%+26.2%+14.7%−9.7%13.9%$22.1B1.3

Schwab International Equity ETFInternational · Ex-US broad0.03%3.13%+12.8%+17.4%+22.2%+9.4%−11.5%17.7%$67.8B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: SCHF 2009 · DFIV 1999

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Value ETF · $22.1B$19,865

DFIV

SCHF

Schwab International Equity ETF · $67.8B$15,696

$10,000 five years ago, dividends reinvested · they hold 31.0% in common

DFIVMeasureSCHF

+14.8%Year to dateJan 1 → Nov 3+12.8%

+24.6%1 yearTotal return+17.4%

+26.2%3 years · per year$10,000 became $20,122 · $18,259+22.2%

+14.7%5 years · per year$10,000 became $19,865 · $15,696+9.4%

0.27%Expense ratio$27 · $3 a year on $10k · lower is better0.03%

2.78%Trailing 12-mo yield$278 · $313 a year on $10k3.13%

−9.7%Worst dropSmaller is better−11.5%

13.9%VolatilityLower is calmer17.7%

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

6–2DFIV wins

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

More Ways to See the Pairs

DFIV vs SCHF: Top 5 Holdings

Today

DFIV

10.6%in top 5

SCHF

in top 59.2%

DFIVStockSCHF

3.7%SHELnot top 5

not top 5005930.K2.7%

2.3%TTE.PAnot top 5

not top 5000660.K2.2%

not top 5ASML.AS2.1%

1.8%7203.Tnot top 5

1.6%SAN.MCnot top 5

1.3%BAS.DEnot top 5

not top 5ROP.SW1.2%

not top 5SHEL.L1.1%

Held in common31.0%

End-of-day Nov 3, 2026 · share of each fund

DFIV vs SCHF Returns, Every Period

DimensionalDFIV

+14.7%

5 years, per year

SCHFSchwab

+9.4%

5 years, per year

DFIVSCHFFaded: behind in that period

4–0DFIV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFIV vs SCHF

YTD

DimensionalDFIV

+14.8%

SCHFSchwab

+12.8%

+14.8%Year to date+12.8%

−9.7%Worst drop · 1Y−11.5%

13.9%Volatility · 1Y17.7%

2.8%Yield3.1%

$22.1BAssets$67.8B

3–1DFIV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHF, DFIV

Today

0.03%lowest, SCHF

FundExpense ratioFee$10k

SCHF0.03%$3

DFIV0.27%$27

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SCHF, DFIV

3.13%highest, SCHF

FundTrailing yieldYield$10k

SCHF3.13%$313

DFIV2.78%$278

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$310most kept, SCHF

SCHF$313 − $3 = $310

DFIV$278 − $27 = $251

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SCHF, DFIV

Today

31.0%most shared, SCHF and DFIV

SCHFDFIV

SCHF—31.0%

DFIV31.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.6%DFIV, at 13.9% volatility

DFIVWorst drop−9.7%13.9% vol

SCHFWorst drop−11.5%17.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHFDFIV

+12.8%Year to date+14.8%

3.1%Yield2.8%

+17.4%Past year+24.6%

0.03%Fee0.27%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026