DFSE vs SCHD

ADFSE

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IEMG $13,373

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%DFSE and SCHD

DFSE

SCHD

Dimensional Emerging Markets Sustainability Core 1 ETF · $581MSchwab U.S. Dividend Equity ETF · $120B

+16.8%3 years · per year$15,915 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.44%Expense ratio$44 · $6 on $10k · lower wins0.06%

2.24%12-mo yield$224 · $300 on $10k3.00%

−17.1%Worst dropSmaller wins−6.9%

24.2%VolatilityLower wins11.7%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSE · 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	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
2	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
3	ADFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk	0.44%	2.24%	+2.2%	+4.3%	+4.1%	+16.8%	new	−17.1%	$581M

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	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
2	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
3	ADFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk	0.44%	2.24%	+2.2%	+4.3%	+4.1%	+16.8%	new	−17.1%	$581M

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

DFSE vs SCHD

DFSE

Dimensional Emerging Markets Sustainability Core 1

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureDFSESCHD

Fee0.44%0.06%

Cost on $10k a year$44$6

Yield2.24%3.00%

5 years, per year[…]+10.2%

3 years, per year+16.8%+20.0%

Worst drop · 1Y−17.1%−6.9%

Volatility · 1Y24.2%11.7%

5–0measures 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: DFSE, SCHD, IEMG

Today

50.4%most shared, DFSE and IEMG

DFSESCHDIEMG

DFSE—0.0%50.4%

SCHD0.0%—0.0%

IEMG50.4%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

IEMG$249 − $9 = $240

DFSE$224 − $44 = $180

KeptFee

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