DFUS vs SCHB

ADFUS

BSCHB

Measures won2–3SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,473DFUS · SCHB $16,894

Lowest cost0.03%SCHB · $3 on $10k

Most income1.22%IJH · $122 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common94.6%DFUS and SCHB

DFUS

SCHB

Dimensional U.S. Equity ETF · $21.4BSchwab U.S. Broad Market ETF · $44.0B

+24.1%3 years · per year$19,091 · $18,993+23.8%

+11.8%5 years · per year$17,473 · $16,894+11.1%

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $106 on $10k1.06%

−9.0%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.1%

2–3SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUS · SCHB

6.8%AAPL6.8%

6.5%NVDA6.7%

5.3%MSFT5.2%

3.5%AMZN3.3%

Held in common94.6%

End-of-day Nov 3, 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	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.88%	+0.3%	+11.8%	+12.0%	+24.1%	+11.8%	−9.0%	$21.4B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

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

All Three

5Y3 funds

#
1	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.88%	+0.3%	+11.8%	+12.0%	+24.1%	+11.8%	−9.0%	$21.4B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

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

Cards for this view

DFUS vs SCHB

DFUS

Dimensional U.S. Equity

$17,474

SCHB

Schwab U.S. Broad Market

$16,894

MeasureDFUSSCHB

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.88%1.06%

5 years, per year+11.8%+11.1%

3 years, per year+24.1%+23.8%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.1%13.1%

3–2measures won
SCHB first

94.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DFUS, SCHB, IJH

Today

94.6%most shared, DFUS and SCHB

DFUSSCHBIJH

DFUS—94.6%4.4%

SCHB94.6%—4.7%

IJH4.4%4.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

SCHB$106 − $3 = $103

DFUS$88 − $9 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee