DFMC vs SCHB5YDFMCDFMCAvsBSCHBSCHBU.S. Micro Cap Portfolio ETF · $7.5BSchwab U.S. Broad Market ETF · $44.5BReturns · dividends in[…]3 years · per year[…] · $17,836+21.3%[…]5 years · per year[…] · $16,423+10.4%Cost and income0.43%Expense ratio$43 · $3 on $10k · lower wins0.03%0.47%12-mo yield$48 · $106 on $10k1.06%
Overlap: DFMC, SCHB, IJHToday13.3%most shared, DFMC and IJHDFMCSCHBIJHDFMC—3.4%13.3%SCHB3.4%—4.6%IJH13.3%4.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
DFMC vs SCHB5YADFMCU.S. Micro Cap Portfolio[…]vsSCHBBSchwab U.S. Broad Market$16,423MeasureDFMCSCHBFee0.43%0.03%Cost on $10k a year$43$3Yield0.47%1.06%5 years, per year[…]+10.4%3 years, per year[…]+21.3%Worst drop · 1Y[…]−8.9%Volatility · 1Y[…]14.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.06%−0.3%+11.5%+11.6%+21.3%+10.4%−8.9%$44.5B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0B3ADFMCU.S. Micro Cap Portfolio ETFReadDesk0.43%0.47%−0.1%newnewnewnew[…]$7.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.06%−0.3%+11.5%+11.6%+21.3%+10.4%−8.9%$44.5B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0B3ADFMCU.S. Micro Cap Portfolio ETFReadDesk0.43%0.47%−0.1%newnewnewnew[…]$7.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTI vs ITOTYTDVanguardVTIVA+11.6%vsBiSITOTiShares+11.5%Jan 1Nov 13+11.6%+11.5%+11.6%Year to date+11.5%1.1%Yield1.0%$689BAssets$96.0B2–0VTI winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: DFMC, SCHB, IJHToday13.3%most shared, DFMC and IJHDFMCSCHBIJHDFMC—3.4%13.3%SCHB3.4%—4.6%IJH13.3%4.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117SCHB$106 − $3 = $103DFMC$48 − $43 = $5KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee