DFIV vs SCHD

ADFIV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$20,188DFIV · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income3.36%IEFA · $336 on $10k

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

Held in common0.0%DFIV and SCHD

DFIV

SCHD

Dimensional - International Value ETF · $22.0BSchwab U.S. Dividend Equity ETF · $120B

+25.5%3 years · per year$19,747 · $17,123+19.6%

+15.1%5 years · per year$20,188 · $16,459+10.5%

0.27%Expense ratio$27 · $6 on $10k · lower wins0.06%

2.73%12-mo yield$273 · $296 on $10k2.96%

−9.7%Worst dropSmaller wins−6.9%

14.5%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIV · 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 Three

5Y3 funds

#
1	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.73%	+2.4%	+16.8%	+26.2%	+25.5%	+15.1%	−9.7%	$22.0B
2	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
3	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.73%	+2.4%	+16.8%	+26.2%	+25.5%	+15.1%	−9.7%	$22.0B
2	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
3	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B

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

DFIV vs SCHD

DFIV

Dimensional - International Value

$20,188

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureDFIVSCHD

Fee0.27%0.06%

Cost on $10k a year$27$6

Yield2.73%2.96%

5 years, per year+15.1%+10.5%

3 years, per year+25.5%+19.6%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y14.5%11.8%

4–2measures 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: DFIV, SCHD, IEFA

Today

32.1%most shared, DFIV and IEFA

DFIVSCHDIEFA

DFIV—0.0%32.1%

SCHD0.0%—0.0%

IEFA32.1%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

SCHD$296 − $6 = $290

DFIV$273 − $27 = $246

KeptFee

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