DFUS vs SCHB

ADFUS

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,904DFUS · SCHB $16,377

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common94.5%DFUS and SCHB

DFUS

SCHB

Dimensional U.S. Equity ETF · $20.9BSchwab U.S. Broad Market ETF · $43.2B

+21.8%3 years · per year$18,067 · $17,991+21.6%

+11.1%5 years · per year$16,904 · $16,377+10.4%

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

0.90%12-mo yield$90 · $109 on $10k1.09%

−9.0%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.8%

2–4SCHB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFUS · SCHB

7.1%AAPL7.1%

6.0%NVDA6.2%

5.7%MSFT5.6%

3.8%AMZN3.6%

Held in common94.5%

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	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.9B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.9B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

DFUS vs SCHB

DFUS

Dimensional U.S. Equity

$16,904

SCHB

Schwab U.S. Broad Market

$16,377

MeasureDFUSSCHB

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.90%1.09%

5 years, per year+11.1%+10.4%

3 years, per year+21.8%+21.6%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.9%13.8%

4–2measures won
SCHB first

94.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

Overlap: DFUS, SCHB, IWF, VUG

Today

94.5%most shared, DFUS and SCHB

DFUSSCHBIWFVUG

DFUS—94.5%53.2%50.5%

SCHB94.5%—52.6%50.0%

IWF53.2%52.6%—78.0%

VUG50.5%50.0%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

DFUS$90 − $9 = $81

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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