DFEM vs SCHD

ADFEM

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IEFA $14,909

Lowest cost0.06%SCHD · $6 on $10k

Most income3.36%IEFA · $336 on $10k

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

Held in common0.0%DFEM and SCHD

DFEM

SCHD

Dimensional - Emerging Markets Core Equity 2 ETF · $8.6BSchwab U.S. Dividend Equity ETF · $120B

+19.0%3 years · per year$16,867 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

2.14%12-mo yield$214 · $296 on $10k2.96%

−17.0%Worst dropSmaller wins−6.9%

24.3%VolatilityLower wins11.8%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFEM · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Three

5Y3 funds

#
1	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
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
3	ADFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk	0.39%	2.14%	+3.0%	+11.2%	+12.9%	+19.0%	new	−17.0%	$8.6B

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
3	ADFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk	0.39%	2.14%	+3.0%	+11.2%	+12.9%	+19.0%	new	−17.0%	$8.6B

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

DFEM vs SCHD

DFEM

Dimensional - Emerging Markets Core Equity 2

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureDFEMSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield2.14%2.96%

5 years, per year[…]+10.5%

3 years, per year+19.0%+19.6%

Worst drop · 1Y−17.0%−6.9%

Volatility · 1Y24.3%11.8%

5–0measures won
SCHD first

0.0%

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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

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: DFEM, SCHD, IEFA

Today

0.0%most shared, DFEM and IEFA

DFEMSCHDIEFA

DFEM—0.0%0.0%

SCHD0.0%—0.0%

IEFA0.0%0.0%—

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

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

SCHD$296 − $6 = $290

DFEM$214 − $39 = $175

KeptFee

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