DFUS vs SCHD

ADFUS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,837DFUS · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.1%DFUS and SCHD

DFUS

SCHD

Dimensional U.S. Equity ETF · $21.8BSchwab U.S. Dividend Equity ETF · $123B

+24.2%3 years · per year$19,145 · $17,908+21.4%

+12.3%5 years · per year$17,837 · $16,881+11.0%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

0.86%12-mo yield$86 · $291 on $10k2.91%

−9.0%Worst dropSmaller wins−6.9%

13.2%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUS · SCHD

0.6%CVX4.2%

0.5%PG4.3%

0.5%KO4.2%

0.5%UNH4.0%

Held in common8.1%

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 Three

5Y3 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 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%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.8B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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 SCHD

DFUS

Dimensional U.S. Equity

$17,837

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDFUSSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield0.86%2.91%

5 years, per year+12.3%+11.0%

3 years, per year+24.2%+21.4%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y13.2%11.5%

4–2measures won
SCHD first

8.1%

holdings shared

Nov 4, 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 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

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 4, 2026

Overlap: DFUS, SCHD, IWF

Today

54.1%most shared, DFUS and IWF

DFUSSCHDIWF

DFUS—8.1%54.1%

SCHD8.1%—3.6%

IWF54.1%3.6%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DFUS$86 − $9 = $77

IWF$37 − $18 = $19

KeptFee

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