DFAL vs SCHV

ADFAL

BSCHV

Measures won0–2SCHV wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · SCHV $16,751

Lowest cost0.04%SCHV · $4 on $10k

Most income1.78%SCHV · $178 on $10k

Smallest drop−6.9%SCHV · worst fall in 1Y

Held in common44.4%DFAL and SCHV

DFAL

SCHV

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF · $1.7BSchwab U.S. Large-Cap Value ETF · $15.9B

[…]3 years · per year[…] · $18,218+22.1%

[…]5 years · per year[…] · $16,751+10.9%

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

0.17%12-mo yield$17 · $178 on $10k1.78%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins11.4%

0–2SCHV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAL · SCHV

1.4%JPM3.0%

1.4%BRK-B3.4%

1.2%XOM2.4%

0.9%WMT1.8%

Held in common44.4%

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	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.78%	+1.7%	+20.4%	+24.5%	+22.1%	+10.9%	−6.9%	$15.9B
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	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.78%	+1.7%	+20.4%	+24.5%	+22.1%	+10.9%	−6.9%	$15.9B
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 SCHV

DFAL

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market

[…]

SCHV

Schwab U.S. Large-Cap Value

$16,751

MeasureDFALSCHV

Fee0.13%0.04%

Cost on $10k a year$13$4

Yield0.17%1.78%

5 years, per year[…]+10.9%

3 years, per year[…]+22.1%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.4%

2–0measures won
SCHV first

44.4%

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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, SCHV, SPY

Today

89.9%most shared, DFAL and SPY

DFALSCHVSPY

DFAL—44.4%89.9%

SCHV44.4%—42.6%

SPY89.9%42.6%—

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

Income After Fees on $10,000

$174most kept, SCHV

SCHV$178 − $4 = $174

SPY$99 − $9 = $90

DFAL$17 − $13 = $4

KeptFee

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