DFIS vs SCHD

ADFIS

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IEFA $14,780

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%DFIS and SCHD

Dimensional - International Small Cap ETF · $5.8BSchwab U.S. Dividend Equity ETF · $123B

+20.8%3 years · per year$17,635 · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

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

2.21%12-mo yield$221 · $293 on $10k

Cards for this view

DFIS

Dimensional - International Small Cap

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureDFISSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield2.21%2.93%

5 years, per year[…]+10.4%

3 years, per year+20.8%+19.9%

Worst drop · 1Y−12.5%−6.9%

Volatility · 1Y15.9%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.38%	+0.3%	+10.7%	+13.7%	+18.5%	+8.1%	−11.5%	$192.4B
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	+0.2%	+10.9%	+16.6%	+20.8%	new	−12.5%	$5.8B

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.38%	+0.3%	+10.7%	+13.7%	+18.5%	+8.1%	−11.5%	$192.4B
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	+0.2%	+10.9%	+16.6%	+20.8%	new	−12.5%	$5.8B

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