DFEV vs SCHD

ADFEV

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · IEFA $14,859

Lowest cost0.06%SCHD · $6 on $10k

Most income3.38%IEFA · $338 on $10k

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

Held in common0.0%DFEV and SCHD

Dimensional - Emerging Markets Value ETF · $2.1BSchwab U.S. Dividend Equity ETF · $123B

+21.2%3 years · per year$17,820 · $17,062+19.5%

[…]5 years · per year[…] · $16,428+10.4%

0.46%Expense ratio$46 · $6 on $10k · lower wins0.06%

2.30%12-mo yield$230 · $294 on $10k

Cards for this view

DFEV

Dimensional - Emerging Markets Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureDFEVSCHD

Fee0.46%0.06%

Cost on $10k a year$46$6

Yield2.30%2.94%

5 years, per year[…]+10.4%

3 years, per year+21.2%+19.5%

Worst drop · 1Y−14.7%−6.9%

Volatility · 1Y23.1%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.38%	−0.5%	+10.4%	+14.6%	+18.2%	+8.2%	−11.5%	$191.7B
3	ADFEV	Dimensional - Emerging Markets Value ETFRead Desk	0.46%	2.30%	−1.1%	+16.7%	+19.5%	+21.2%	new	−14.7%	$2.1B

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.38%	−0.5%	+10.4%	+14.6%	+18.2%	+8.2%	−11.5%	$191.7B
3	ADFEV	Dimensional - Emerging Markets Value ETFRead Desk	0.46%	2.30%	−1.1%	+16.7%	+19.5%	+21.2%	new	−14.7%	$2.1B

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