Compare · 2 funds side by side · dividends reinvested

SCHV and DFVX

SCHVSchwab×DFVXDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,047SCHV · best of the two

02 / 04

SCHV and DFVX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.85%+16.2%+20.0%+20.2%+9.9%−6.9%11.8%$15.4B1.1

Dimensional US Large Cap Vector ETFLow-Cost Core · US large cap0.19%1.14%+12.7%+15.3%[…][…]−7.2%11.6%$539M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHV 2009 · DFVX 2023

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap Value ETF · $15.4B$16,047

SCHV

DFVX

Dimensional US Large Cap Vector ETF · $539M[…]

$10,000 five years ago, dividends reinvested · they hold 51.0% in common

SCHVMeasureDFVX

+16.2%Year to dateJan 1 → Nov 6+12.7%

+20.0%1 yearTotal return+15.3%

+20.2%3 years · per year$10,000 became $17,361 · […][…]

+9.9%5 years · per year$10,000 became $16,047 · […][…]

0.04%Expense ratio$4 · $19 a year on $10k · lower is better0.19%

1.85%Trailing 12-mo yield$185 · $114 a year on $10k1.14%

−6.9%Worst dropSmaller is better−7.2%

11.8%VolatilityLower is calmer11.6%

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

5–1SCHV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHV vs DFVX: Top 5 Holdings

Today

SCHV

12.9%in top 5

DFVX

in top 521.2%

SCHVStockDFVX

not top 5MSFT6.6%

not top 5AMZN5.3%

not top 5META4.4%

3.6%BRK-Bnot top 5

3.0%JPM2.5%

not top 5GOOGL2.4%

2.3%XOMnot top 5

2.2%JNJnot top 5

1.9%WMTnot top 5

Held in common51.0%

End-of-day Nov 6, 2026 · share of each fund

SCHV vs DFVX Returns, Every Period

SchwabSCHV

+20.0%

past year

DFVXDimensional

+15.3%

past year

SCHVDFVXFaded: behind in that period

2–0SCHV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHV vs DFVX

YTD

SchwabSCHV

+16.2%

DFVXDimensional

+12.7%

+16.2%Year to date+12.7%

−6.9%Worst drop · 1Y−7.2%

11.8%Volatility · 1Y11.6%

1.8%Yield1.1%

$15.4BAssets$539M

3–1SCHV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHV, DFVX

Today

0.04%lowest, SCHV

FundExpense ratioFee$10k

SCHV0.04%$4

DFVX0.19%$19

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHV, DFVX

1.85%highest, SCHV

FundTrailing yieldYield$10k

SCHV1.85%$185

DFVX1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$181most kept, SCHV

SCHV$185 − $4 = $181

DFVX$114 − $19 = $95

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHV, DFVX

Today

51.0%most shared, SCHV and DFVX

SCHVDFVX

SCHV—51.0%

DFVX51.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.0%SCHV, at 11.8% volatility

DFVXWorst drop−7.2%11.6% vol

SCHVWorst drop−6.9%11.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHVDFVX

+16.2%Year to date+12.7%

1.8%Yield1.1%

+20.0%Past year+15.3%

0.04%Fee0.19%

4–0SCHV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026