DFUV vs SCHD

ADFUV

BSCHD

Measures won3–2DFUV wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.0%DFUV · worst fall in 1Y

Held in common13.8%DFUV and SCHD

DFUV

SCHD

Dimensional - US Marketwide Value ETF · $15.6BSchwab U.S. Dividend Equity ETF · $121B

+23.2%3 years · per year$18,705 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.21%Expense ratio$21 · $6 on $10k · lower wins0.06%

1.28%12-mo yield$128 · $291 on $10k2.91%

−6.0%Worst dropSmaller wins−6.9%

11.3%VolatilityLower wins11.5%

3–2DFUV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUV · SCHD

2.2%CVX4.2%

1.5%UNH4.0%

1.0%VZ3.5%

1.0%COP4.1%

Held in common13.8%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.28%	+1.3%	+24.4%	+30.3%	+23.2%	new	−6.0%	$15.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.28%	+1.3%	+24.4%	+30.3%	+23.2%	new	−6.0%	$15.6B

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

DFUV vs SCHD

DFUV

Dimensional - US Marketwide Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDFUVSCHD

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield1.28%2.91%

5 years, per year[…]+11.0%

3 years, per year+23.2%+21.4%

Worst drop · 1Y−6.0%−6.9%

Volatility · 1Y11.3%11.5%

3–2measures won
DFUV first

13.8%

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%

$121BAssets$109B

2–0SCHD wins

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFUV, SCHD

Today

13.8%most shared, DFUV and SCHD

DFUVSCHD

DFUV—13.8%

SCHD13.8%—

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

DFUV$128 − $21 = $107

KeptFee

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