DFSB vs SCHD

ADFSB

BSCHD

Measures won3–2DFSB wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · AGG $9,806

Lowest cost0.03%AGG · $3 on $10k

Most income5.45%DFSB · $545 on $10k

Smallest drop−3.9%DFSB · worst fall in 1Y

Held in common[…]DFSB and SCHD

Dimensional - Global Sustainability Fixed Income ETF · $773MSchwab U.S. Dividend Equity ETF · $124B

+4.9%3 years · per year$11,533 · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

0.24%Expense ratio$24 · $6 on $10k · lower wins0.06%

5.45%12-mo yield$545 · $293 on $10k

Cards for this view

DFSB

Dimensional - Global Sustainability Fixed Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureDFSBSCHD

Fee0.24%0.06%

Cost on $10k a year$24$6

Yield5.45%2.93%

5 years, per year[…]+10.4%

3 years, per year+4.9%+19.9%

Worst drop · 1Y−3.9%−6.9%

Volatility · 1Y4.3%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
3	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk	0.24%	5.45%	−0.5%	+0.1%	−0.3%	+4.9%	new	−3.9%	$773M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
3	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk	0.24%	5.45%	−0.5%	+0.1%	−0.3%	+4.9%	new	−3.9%	$773M

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