DFMC vs SCHB

ADFMC

BSCHB

Measures won0–2SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,894SCHB · IWF $16,559

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common3.5%DFMC and SCHB

DFMC

SCHB

U.S. Micro Cap Portfolio ETF · $7.6BSchwab U.S. Broad Market ETF · $44.0B

[…]3 years · per year[…] · $18,993+23.8%

[…]5 years · per year[…] · $16,894+11.1%

0.43%Expense ratio$43 · $3 on $10k · lower wins0.03%

0.47%12-mo yield$47 · $106 on $10k1.06%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.1%

0–2SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFMC · SCHB

0.1%SYRE0.0%

0.1%POOL0.0%

0.3%VSXY0.0%

0.3%ANF0.0%

Held in common3.5%

End-of-day Nov 4, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	ADFMC	U.S. Micro Cap Portfolio ETFRead Desk	0.43%	0.47%	−0.2%	new	new	new	new	[…]	$7.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	ADFMC	U.S. Micro Cap Portfolio ETFRead Desk	0.43%	0.47%	−0.2%	new	new	new	new	[…]	$7.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFMC vs SCHB

DFMC

U.S. Micro Cap Portfolio

[…]

SCHB

Schwab U.S. Broad Market

$16,894

MeasureDFMCSCHB

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield0.47%1.06%

5 years, per year[…]+11.1%

3 years, per year[…]+23.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.1%

2–0measures won
SCHB first

3.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: DFMC, SCHB, IWF

Today

53.1%most shared, SCHB and IWF

DFMCSCHBIWF

DFMC—3.5%0.2%

SCHB3.5%—53.1%

IWF0.2%53.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

IWF$37 − $18 = $19

DFMC$47 − $43 = $4

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee