DFSV vs SCHD

ADFSV

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,892VTV · SCHD $16,418

Lowest cost0.03%VTV · $3 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common2.3%DFSV and SCHD

U.S. Small Cap Value Portfolio ETF Class Shares · $27.6BSchwab U.S. Dividend Equity ETF · $123B

+18.0%3 years · per year$16,420 · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

0.31%Expense ratio$31 · $6 on $10k · lower wins0.06%

1.38%12-mo yield$138 · $293 on $10k

Cards for this view

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureDFSVSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield1.38%2.93%

5 years, per year[…]+10.4%

3 years, per year+18.0%+19.9%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y15.2%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.38%	+0.5%	+21.2%	+26.8%	+18.0%	new	−9.4%	$27.6B

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.38%	+0.5%	+21.2%	+26.8%	+18.0%	new	−9.4%	$27.6B

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