DFAL vs SCHG

ADFAL

BSCHG

Measures won0–2SCHG wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common54.4%DFAL and SCHG

DFAL

SCHG

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF · $1.7BSchwab U.S. Large-Cap Growth ETF · $59.7B

[…]3 years · per year[…] · $18,452+22.7%

[…]5 years · per year[…] · $16,814+11.0%

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

0.18%12-mo yield$18 · $42 on $10k0.42%

[…]Worst dropSmaller wins−15.0%

[…]VolatilityLower wins17.8%

0–2SCHG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAL · SCHG

7.4%AAPL12.6%

6.2%NVDA11.0%

5.9%MSFT10.0%

3.9%AMZN6.4%

Held in common54.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.7B
4	ADFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk	0.13%	0.18%	+0.2%	new	new	new	new	[…]	$1.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.7B
4	ADFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk	0.13%	0.18%	+0.2%	new	new	new	new	[…]	$1.7B

End-of-day Nov 6, 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

$16,814

MeasureDFALSCHG

Fee0.13%0.04%

Cost on $10k a year$13$4

Yield0.18%0.42%

5 years, per year[…]+11.0%

3 years, per year[…]+22.7%

Worst drop · 1Y[…]−15.0%

Volatility · 1Y[…]17.8%

2–0measures won
SCHG first

54.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+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

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

Overlap: DFAL, SCHG, IVV, VOO

Today

92.2%most shared, IVV and VOO

DFALSCHGIVVVOO

DFAL—54.4%90.1%86.0%

SCHG54.4%—56.6%59.3%

IVV90.1%56.6%—92.2%

VOO86.0%59.3%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SCHG$42 − $4 = $38

DFAL$18 − $13 = $5

KeptFee

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