DFAT vs SCHD

ADFAT

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · DFAT $15,714

Lowest cost0.05%IJH · $5 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common3.4%DFAT and SCHD

Dimensional - US Targeted Value ETF · $31.6BSchwab U.S. Dividend Equity ETF · $123B

+17.6%3 years · per year$16,277 · $17,234+19.9%

+9.5%5 years · per year$15,714 · $16,418+10.4%

0.31%Expense ratio$31 · $6 on $10k · lower wins0.06%

1.32%12-mo yield$132 · $293 on $10k

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,714

SCHD

Schwab U.S. Dividend Equity

$16,418

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.6B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.8%	+14.2%	+15.9%	+16.7%	+6.9%	−8.8%	$124.5B

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.6B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.8%	+14.2%	+15.9%	+16.7%	+6.9%	−8.8%	$124.5B

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