DFAT vs SCHD

ADFAT

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · DFAT $16,744

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common3.5%DFAT and SCHD

DFAT

SCHD

Dimensional - US Targeted Value ETF · $32.1BSchwab U.S. Dividend Equity ETF · $123B

+20.0%3 years · per year$17,261 · $17,908+21.4%

+10.9%5 years · per year$16,744 · $16,881+11.0%

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

1.31%12-mo yield$131 · $291 on $10k2.91%

−9.6%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · SCHD

0.6%DINO0.4%

0.7%APA0.4%

0.2%FNF0.3%

0.3%COLB0.2%

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 Three

5Y3 funds

#
1	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
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B
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

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	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
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B
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

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

DFAT vs SCHD

DFAT

Dimensional - US Targeted Value

$16,744

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDFATSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield1.31%2.91%

5 years, per year+10.9%+11.0%

3 years, per year+20.0%+21.4%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y14.3%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: DFAT, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

DFATSCHDIWF

DFAT—3.5%0.0%

SCHD3.5%—3.6%

IWF0.0%3.6%—

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

DFAT$131 − $31 = $100

IWF$37 − $18 = $19

KeptFee

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