DFIV vs SCHD

ADFIV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$19,900DFIV · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.0%DFIV and SCHD

DFIV

SCHD

Dimensional - International Value ETF · $22.5BSchwab U.S. Dividend Equity ETF · $120B

+25.3%3 years · per year$19,675 · $17,266+20.0%

+14.8%5 years · per year$19,900 · $16,267+10.2%

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

2.80%12-mo yield$280 · $300 on $10k3.00%

−9.7%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.7%

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 6, 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%	2.80%	−1.2%	+14.1%	+23.7%	+25.3%	+14.8%	−9.7%	$22.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$139.4B

End-of-day Nov 6, 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%	2.80%	−1.2%	+14.1%	+23.7%	+25.3%	+14.8%	−9.7%	$22.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$139.4B

End-of-day Nov 6, 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

$19,900

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureDFIVSCHD

Fee0.27%0.06%

Cost on $10k a year$27$6

Yield2.80%3.00%

5 years, per year+14.8%+10.2%

3 years, per year+25.3%+20.0%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y14.3%11.7%

4–2measures won
SCHD first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$139B

2–0IEMG wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFIV, SCHD, IEMG

Today

0.0%most shared, DFIV and IEMG

DFIVSCHDIEMG

DFIV—0.0%0.0%

SCHD0.0%—0.0%

IEMG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DFIV$280 − $27 = $253

IEMG$249 − $9 = $240

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee