DFUS vs SCHD

ADFUS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,258DFUS · SCHD $16,418

Lowest cost0.03%VO · $3 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common8.2%DFUS and SCHD

Dimensional U.S. Equity ETF · $21.4BSchwab U.S. Dividend Equity ETF · $123B

+22.0%3 years · per year$18,137 · $17,234+19.9%

+11.5%5 years · per year$17,258 · $16,418+10.4%

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

0.87%12-mo yield$87 · $293 on $10k

Cards for this view

DFUS

Dimensional U.S. Equity

$17,258

SCHD

Schwab U.S. Dividend Equity

$16,418

#
1	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.87%	+1.3%	+12.6%	+13.1%	+22.0%	+11.5%	−9.0%	$21.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B

#
1	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.87%	+1.3%	+12.6%	+13.1%	+22.0%	+11.5%	−9.0%	$21.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B

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