DFAL vs SCHV

ADFAL

BSCHV

Measures won0–2SCHV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.85%SCHV · $185 on $10k

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

Held in common45.0%DFAL and SCHV

DFAL

SCHV

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF · $1.7BSchwab U.S. Large-Cap Value ETF · $15.4B

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

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

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

0.18%12-mo yield$18 · $185 on $10k1.85%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins11.8%

0–2SCHV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAL · SCHV

1.5%BRK-B3.6%

1.5%JPM3.0%

1.2%XOM2.3%

1.0%WMT1.9%

Held in common45.0%

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	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B
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	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B
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 SCHV

DFAL

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market

[…]

SCHV

Schwab U.S. Large-Cap Value

$16,047

MeasureDFALSCHV

Fee0.13%0.04%

Cost on $10k a year$13$4

Yield0.18%1.85%

5 years, per year[…]+9.9%

3 years, per year[…]+20.2%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.8%

2–0measures won
SCHV first

45.0%

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

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

Overlap: DFAL, SCHV, VOO, IVV

Today

92.2%most shared, VOO and IVV

DFALSCHVVOOIVV

DFAL—45.0%86.0%90.1%

SCHV45.0%—40.4%43.3%

VOO86.0%40.4%—92.2%

IVV90.1%43.3%92.2%—

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

Income After Fees on $10,000

$181most kept, SCHV

SCHV$185 − $4 = $181

IVV$114 − $3 = $111

VOO$110 − $3 = $107

DFAL$18 − $13 = $5

KeptFee

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