DFSE vs SCHD

ADFSE

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 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 · $567MSchwab 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 four, 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 Four

5Y4 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%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	ADFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk	0.44%	2.24%	+2.2%	+4.3%	+4.1%	+16.8%	new	−17.1%	$567M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	ADFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk	0.44%	2.24%	+2.2%	+4.3%	+4.1%	+16.8%	new	−17.1%	$567M

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

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFSE, SCHD, VXUS, VIG

Today

19.6%most shared, DFSE and VXUS

DFSESCHDVXUSVIG

DFSE—0.0%19.6%0.0%

SCHD0.0%—0.0%14.5%

VXUS19.6%0.0%—0.0%

VIG0.0%14.5%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

VXUS$245 − $5 = $240

DFSE$224 − $44 = $180

VIG$150 − $4 = $146

KeptFee

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