DFIS vs SCHD

ADFIS

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%DFIS and SCHD

DFIS

SCHD

Dimensional - International Small Cap ETF · $5.8BSchwab U.S. Dividend Equity ETF · $122B

+21.2%3 years · per year$17,789 · $17,123+19.6%

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

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

2.21%12-mo yield$221 · $296 on $10k2.96%

−12.5%Worst dropSmaller wins−6.9%

16.0%VolatilityLower wins11.8%

1–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFIS · 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%	$121.7B
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	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	+2.8%	+10.9%	+18.8%	+21.2%	new	−12.5%	$5.8B

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%	$121.7B
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	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	+2.8%	+10.9%	+18.8%	+21.2%	new	−12.5%	$5.8B

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

DFIS vs SCHD

DFIS

Dimensional - International Small Cap

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureDFISSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield2.21%2.96%

5 years, per year[…]+10.5%

3 years, per year+21.2%+19.6%

Worst drop · 1Y−12.5%−6.9%

Volatility · 1Y16.0%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%

$122BAssets$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$193B

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: DFIS, SCHD, VT, VEA

Today

23.3%most shared, VT and VEA

DFISSCHDVTVEA

DFIS—0.0%0.8%8.0%

SCHD0.0%—4.3%0.0%

VT0.8%4.3%—23.3%

VEA8.0%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

DFIS$221 − $39 = $182

VT$155 − $6 = $149

KeptFee

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