DFAT vs SCHD

ADFAT

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · SCHD $16,375

Lowest cost0.03%VTV · $3 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common3.4%DFAT and SCHD

DFAT

SCHD

Dimensional - US Targeted Value ETF · $31.1BSchwab U.S. Dividend Equity ETF · $120B

+18.5%3 years · per year$16,661 · $17,414+20.3%

+9.8%5 years · per year$15,974 · $16,375+10.4%

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

1.35%12-mo yield$135 · $298 on $10k2.98%

−9.6%Worst dropSmaller wins−6.9%

14.7%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · SCHD

0.6%DINO0.4%

0.6%APA0.4%

0.3%FNF0.3%

0.3%ORI0.2%

Held in common3.4%

End-of-day Nov 5, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B

End-of-day Nov 5, 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

$15,974

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureDFATSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield1.35%2.98%

5 years, per year+9.8%+10.4%

3 years, per year+18.5%+20.3%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y14.7%11.7%

6–0measures won
SCHD first

3.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAT, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

DFATSCHDVTV

DFAT—3.4%0.0%

SCHD3.4%—17.9%

VTV0.0%17.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VTV$186 − $3 = $183

DFAT$135 − $31 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee