DFAT vs SCHD

ADFAT

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SCHD $16,459

Lowest cost0.03%VUG · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common3.4%DFAT and SCHD

DFAT

SCHD

Dimensional - US Targeted Value ETF · $30.8BSchwab U.S. Dividend Equity ETF · $120B

+18.0%3 years · per year$16,444 · $17,123+19.6%

+9.8%5 years · per year$15,930 · $16,459+10.5%

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

1.32%12-mo yield$132 · $296 on $10k2.96%

−9.6%Worst dropSmaller wins−6.9%

14.8%VolatilityLower wins11.8%

0–6SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAT · SCHD

0.6%APA0.4%

0.6%DINO0.4%

0.3%FNF0.3%

0.3%ORI0.2%

Held in common3.4%

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$30.8B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$30.8B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 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

$15,930

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureDFATSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield1.32%2.96%

5 years, per year+9.8%+10.5%

3 years, per year+18.0%+19.6%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y14.8%11.8%

6–0measures won
SCHD first

3.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAT, SCHD, VUG, IWF

Today

78.1%most shared, VUG and IWF

DFATSCHDVUGIWF

DFAT—3.4%0.0%0.0%

SCHD3.4%—0.8%3.6%

VUG0.0%0.8%—78.1%

IWF0.0%3.6%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DFAT$132 − $31 = $101

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee