DFUS vs SCHB

ADFUS

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,837DFUS · SCHB $17,270

Lowest cost0.03%SCHB · $3 on $10k

Most income1.21%IJH · $121 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 · $21.8BSchwab U.S. Broad Market ETF · $44.9B

+24.2%3 years · per year$19,145 · $19,056+24.0%

+12.3%5 years · per year$17,837 · $17,270+11.5%

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

0.86%12-mo yield$86 · $104 on $10k1.04%

−9.0%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFUS · SCHB

6.6%NVDA6.8%

6.7%AAPL6.6%

5.4%MSFT5.3%

3.5%AMZN3.4%

Held in common94.6%

End-of-day Nov 4, 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%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.8B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B

End-of-day Nov 4, 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%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.8B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B

End-of-day Nov 4, 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

$17,837

SCHB

Schwab U.S. Broad Market

$17,270

MeasureDFUSSCHB

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.86%1.04%

5 years, per year+12.3%+11.5%

3 years, per year+24.2%+24.0%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.2%13.1%

4–2measures won
SCHB first

94.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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 4, 2026

Overlap: DFUS, SCHB, VUG, IJH

Today

94.6%most shared, DFUS and SCHB

DFUSSCHBVUGIJH

DFUS—94.6%51.0%4.3%

SCHB94.6%—50.5%4.7%

VUG51.0%50.5%—0.0%

IJH4.3%4.7%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

SCHB$104 − $3 = $101

DFUS$86 − $9 = $77

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee