DFAL vs SCHG

ADFAL

BSCHG

Measures won0–2SCHG wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · SCHG $17,915

Lowest cost0.04%SCHG · $4 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common55.0%DFAL and SCHG

DFAL

SCHG

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF · $1.7BSchwab U.S. Large-Cap Growth ETF · $62.5B

[…]3 years · per year[…] · $19,739+25.4%

[…]5 years · per year[…] · $17,915+12.4%

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

0.17%12-mo yield$17 · $40 on $10k0.40%

[…]Worst dropSmaller wins−16.0%

[…]VolatilityLower wins16.9%

0–2SCHG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAL · SCHG

6.9%NVDA12.0%

6.8%AAPL11.6%

5.5%MSFT9.3%

3.6%AMZN5.9%

Held in common55.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.40%	+1.3%	+6.8%	+4.0%	+25.4%	+12.4%	−16.0%	$62.5B
3	ADFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk	0.13%	0.17%	+1.6%	new	new	new	new	[…]	$1.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.40%	+1.3%	+6.8%	+4.0%	+25.4%	+12.4%	−16.0%	$62.5B
3	ADFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk	0.13%	0.17%	+1.6%	new	new	new	new	[…]	$1.7B

End-of-day Nov 4, 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

$17,915

MeasureDFALSCHG

Fee0.13%0.04%

Cost on $10k a year$13$4

Yield0.17%0.40%

5 years, per year[…]+12.4%

3 years, per year[…]+25.4%

Worst drop · 1Y[…]−16.0%

Volatility · 1Y[…]16.9%

2–0measures won
SCHG first

55.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: DFAL, SCHG, SPY

Today

89.9%most shared, DFAL and SPY

DFALSCHGSPY

DFAL—55.0%89.9%

SCHG55.0%—57.3%

SPY89.9%57.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

SCHG$40 − $4 = $36

DFAL$17 − $13 = $4

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee