DFUS vs SCHD

ADFUS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,904DFUS · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common8.3%DFUS and SCHD

DFUS

SCHD

Dimensional U.S. Equity ETF · $20.9BSchwab U.S. Dividend Equity ETF · $120B

+21.8%3 years · per year$18,067 · $17,266+20.0%

+11.1%5 years · per year$16,904 · $16,267+10.2%

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

0.90%12-mo yield$90 · $300 on $10k3.00%

−9.0%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFUS · SCHD

0.6%CVX4.0%

0.6%PG4.5%

0.6%KO4.3%

0.5%MRK3.8%

Held in common8.3%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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 SCHD

DFUS

Dimensional U.S. Equity

$16,904

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureDFUSSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield0.90%3.00%

5 years, per year+11.1%+10.2%

3 years, per year+21.8%+20.0%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y13.9%11.7%

4–2measures won
SCHD first

8.3%

holdings shared

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

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFUS, SCHD, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFUSSCHDIWFVUG

DFUS—8.3%53.2%50.5%

SCHD8.3%—3.7%0.8%

IWF53.2%3.7%—78.0%

VUG50.5%0.8%78.0%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

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