DFIP vs SCHD

ADFIP

BSCHD

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · BND $9,950

Lowest cost0.03%BND · $3 on $10k

Most income5.32%DFIP · $532 on $10k

Smallest drop−4.3%DFIP · worst fall in 1Y

Held in common[…]DFIP and SCHD

DFIP

SCHD

Dimensional - Inflation-Protected Securities ETF · $1.1BSchwab U.S. Dividend Equity ETF · $123B

+4.8%3 years · per year$11,505 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.11%Expense ratio$11 · $6 on $10k · lower wins0.06%

5.32%12-mo yield$532 · $291 on $10k2.91%

−4.3%Worst dropSmaller wins−6.9%

3.7%VolatilityLower wins11.5%

3–2DFIP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIP · SCHD

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

Held in common[…]

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.32%	−0.1%	−0.2%	−0.5%	+4.8%	new	−4.3%	$1.1B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.32%	−0.1%	−0.2%	−0.5%	+4.8%	new	−4.3%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFIP vs SCHD

DFIP

Dimensional - Inflation-Protected Securities

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDFIPSCHD

Fee0.11%0.06%

Cost on $10k a year$11$6

Yield5.32%2.91%

5 years, per year[…]+11.0%

3 years, per year+4.8%+21.4%

Worst drop · 1Y−4.3%−6.9%

Volatility · 1Y3.7%11.5%

3–2measures won
DFIP first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFIP, SCHD, BND

Today

[…]holdings […]

DFIPSCHDBND

DFIP—[…][…]

SCHD[…]—[…]

BND[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

BND$413 − $3 = $410

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee