DFAL vs SCHG

ADFAL

BSCHG

Measures won0–2SCHG wins · of 6 · 5Y

$10,000 · 5Y$17,712SCHG

Lowest cost0.04%SCHG · $4 on $10k

Most income0.41%SCHG · $41 on $10k

Smallest drop−16.0%SCHG · worst fall in 1Y

Held in common54.6%DFAL and SCHG

DFAL

SCHG

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF · $1.7BSchwab U.S. Large-Cap Growth ETF · $61.1B

[…]3 years · per year[…] · $19,730+25.4%

[…]5 years · per year[…] · $17,712+12.1%

0.13%Expense ratio$13 · $4 on $10k · lower wins0.04%

0.17%12-mo yield$17 · $41 on $10k0.41%

[…]Worst dropSmaller wins−16.0%

[…]VolatilityLower wins16.9%

0–2SCHG wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAL · SCHG

6.9%AAPL12.0%

6.6%NVDA11.9%

5.4%MSFT9.1%

3.6%AMZN5.8%

Held in common54.6%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.41%	+0.9%	+5.5%	+3.2%	+25.4%	+12.1%	−16.0%	$61.1B
2	ADFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk		0.13%	0.17%	+0.3%	new	new	new	new	[…]	$1.7B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.41%	+0.9%	+5.5%	+3.2%	+25.4%	+12.1%	−16.0%	$61.1B
2	ADFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk		0.13%	0.17%	+0.3%	new	new	new	new	[…]	$1.7B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAL vs SCHG

DFAL

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market

[…]

SCHG

Schwab U.S. Large-Cap Growth

$17,712

MeasureDFALSCHG

Fee0.13%0.04%

Cost on $10k a year$13$4

Yield0.17%0.41%

5 years, per year[…]+12.1%

3 years, per year[…]+25.4%

Worst drop · 1Y[…]−16.0%

Volatility · 1Y[…]16.9%

2–0measures won
SCHG first

54.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

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

Overlap: DFAL, SCHG

Today

54.6%most shared, DFAL and SCHG

DFALSCHG

DFAL—54.6%

SCHG54.6%—

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

Income After Fees on $10,000

$37most kept, SCHG

SCHG$41 − $4 = $37

DFAL$17 − $13 = $4

KeptFee

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