DFUV vs SCHD

ADFUV

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · SCHD $16,429

Lowest cost0.03%VTV · $3 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common14.2%DFUV and SCHD

Dimensional - US Marketwide Value ETF · $15.7BSchwab U.S. Dividend Equity ETF · $124B

+21.4%3 years · per year$17,907 · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

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

1.29%12-mo yield$129 · $293 on $10k

Cards for this view

DFUV

Dimensional - US Marketwide Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureDFUVSCHD

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield1.29%2.93%

5 years, per year[…]+10.4%

3 years, per year+21.4%+19.9%

Worst drop · 1Y−6.0%−6.9%

Volatility · 1Y11.9%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
3	ADFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.29%	−0.5%	+23.4%	+27.2%	+21.4%	new	−6.0%	$15.7B

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
3	ADFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.29%	−0.5%	+23.4%	+27.2%	+21.4%	new	−6.0%	$15.7B

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