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ADFLV

BSCHD

Measures won3–2DFLV wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · VUG $16,151

Lowest cost0.03%VUG · $3 on $10k

Most income2.92%SCHD · $292 on $10k

Smallest drop−5.5%DFLV · worst fall in 1Y

Held in common15.6%DFLV and SCHD

Dimensional - US Large Cap Value ETF · $7.7BSchwab U.S. Dividend Equity ETF · $124B

+22.1%3 years · per year$18,222 · $17,374+20.2%

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

0.21%Expense ratio$21 · $6 on $10k · lower wins0.06%

1.34%12-mo yield$134 · $292 on $10k

Cards for this view

DFLV

Dimensional - US Large Cap Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureDFLVSCHD

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield1.34%2.92%

5 years, per year[…]+10.4%

3 years, per year+22.1%+20.2%

Worst drop · 1Y−5.5%−6.9%

Volatility · 1Y11.2%

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1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
3	ADFLV	Dimensional - US Large Cap Value ETFRead Desk	0.21%	1.34%	+0.2%	+24.5%	+27.4%	+22.1%	new	−5.5%	$7.7B

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1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
3	ADFLV	Dimensional - US Large Cap Value ETFRead Desk	0.21%	1.34%	+0.2%	+24.5%	+27.4%	+22.1%	new	−5.5%	$7.7B