DFSI vs SCHF

ADFSI

BSCHF

Measures won1–4SCHF wins · of 6 · 5Y

$10,000 · 5Y$15,351SCHF

Lowest cost0.03%SCHF · $3 on $10k

Most income3.06%SCHF · $306 on $10k

Smallest drop−11.5%SCHF · worst fall in 1Y

Held in common47.0%DFSI and SCHF

DFSI

SCHF

Dimensional International Sustainability Core 1 ETF · $1.2BSchwab International Equity ETF · $68.2B

+21.6%3 years · per year$18,001 · $18,389+22.5%

[…]5 years · per year[…] · $16,097+10.0%

0.24%Expense ratio$24 · $3 on $10k · lower wins0.03%

2.24%12-mo yield$224 · $306 on $10k3.06%

−12.3%Worst dropSmaller wins−11.5%

15.8%VolatilityLower wins17.8%

1–4SCHF wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSI · SCHF

1.4%ROP.SW1.2%

0.8%RY.TO1.0%

0.7%ALV.DE0.7%

0.6%6857.T0.5%

Held in common47.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHF	Schwab International Equity ETFRead Desk		0.03%	3.06%	+2.1%	+15.1%	+19.5%	+22.5%	+10.0%	−11.5%	$68.2B
2	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk		0.24%	2.24%	+2.5%	+9.7%	+14.8%	+21.6%	new	−12.3%	$1.2B

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

Both

5Y2 funds

#			Trend
1	BSCHF	Schwab International Equity ETFRead Desk		0.03%	3.06%	+2.1%	+15.1%	+19.5%	+22.5%	+10.0%	−11.5%	$68.2B
2	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk		0.24%	2.24%	+2.5%	+9.7%	+14.8%	+21.6%	new	−12.3%	$1.2B

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

Cards for this view

DFSI vs SCHF

DFSI

Dimensional International Sustainability Core 1

[…]

SCHF

Schwab International Equity

$16,097

MeasureDFSISCHF

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield2.24%3.06%

5 years, per year[…]+10.0%

3 years, per year+21.6%+22.5%

Worst drop · 1Y−12.3%−11.5%

Volatility · 1Y15.8%17.8%

4–1measures won
SCHF first

47.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFSI, SCHF

Today

47.0%most shared, DFSI and SCHF

DFSISCHF

DFSI—47.0%

SCHF47.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$303most kept, SCHF

SCHF$306 − $3 = $303

DFSI$224 − $24 = $200

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee