DFIC vs SCHD

ADFIC

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · VT $15,957

Lowest cost0.03%VEA · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common0.0%DFIC and SCHD

DFIC

SCHD

Dimensional - International Core Equity 2 ETF · $15.1BSchwab U.S. Dividend Equity ETF · $120B

+21.1%3 years · per year$17,765 · $17,123+19.6%

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

0.22%Expense ratio$22 · $6 on $10k · lower wins0.06%

2.51%12-mo yield$251 · $296 on $10k2.96%

−11.0%Worst dropSmaller wins−6.9%

15.2%VolatilityLower wins11.8%

1–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFIC · 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 Four

5Y4 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	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
4	ADFIC	Dimensional - International Core Equity 2 ETFRead Desk	0.22%	2.51%	+2.8%	+12.4%	+19.2%	+21.1%	new	−11.0%	$15.1B

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	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	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
4	ADFIC	Dimensional - International Core Equity 2 ETFRead Desk	0.22%	2.51%	+2.8%	+12.4%	+19.2%	+21.1%	new	−11.0%	$15.1B

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

DFIC vs SCHD

DFIC

Dimensional - International Core Equity 2

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureDFICSCHD

Fee0.22%0.06%

Cost on $10k a year$22$6

Yield2.51%2.96%

5 years, per year[…]+10.5%

3 years, per year+21.1%+19.6%

Worst drop · 1Y−11.0%−6.9%

Volatility · 1Y15.2%11.8%

4–1measures 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: DFIC, SCHD, VT, VEA

Today

47.5%most shared, DFIC and VEA

DFICSCHDVTVEA

DFIC—0.0%16.4%47.5%

SCHD0.0%—4.3%0.0%

VT16.4%4.3%—23.3%

VEA47.5%0.0%23.3%—

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

VEA$244 − $3 = $241

DFIC$251 − $22 = $229

VT$155 − $6 = $149

KeptFee

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