DFAS vs SCHD

ADFAS

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SCHD $16,881

Lowest cost0.03%VUG · $3 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common3.5%DFAS and SCHD

DFAS

SCHD

Dimensional - US Small Cap ETF · $35.2BSchwab U.S. Dividend Equity ETF · $123B

+19.3%3 years · per year$16,976 · $17,908+21.4%

+8.1%5 years · per year$14,758 · $16,881+11.0%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

1.00%12-mo yield$100 · $291 on $10k2.91%

−9.4%Worst dropSmaller wins−6.9%

15.3%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SCHD

0.2%BAH0.2%

0.2%DINO0.4%

0.2%COLB0.2%

0.2%ORI0.2%

Held in common3.5%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
4	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
4	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B

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

DFAS vs SCHD

DFAS

Dimensional - US Small Cap

$14,758

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDFASSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.00%2.91%

5 years, per year+8.1%+11.0%

3 years, per year+19.3%+21.4%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y15.3%11.5%

6–0measures won
SCHD first

3.5%

holdings shared

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

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, SCHD, VUG, IWF

Today

77.4%most shared, VUG and IWF

DFASSCHDVUGIWF

DFAS—3.5%0.0%1.4%

SCHD3.5%—0.8%3.6%

VUG0.0%0.8%—77.4%

IWF1.4%3.6%77.4%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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