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ADFVX

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,265IVV · SPY $17,214

Lowest cost0.03%IVV · $3 on $10k

Most income2.92%SCHD · $292 on $10k

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

Held in common16.2%DFVX and SCHD

Dimensional US Large Cap Vector ETF · $572MSchwab U.S. Dividend Equity ETF · $124B

+19.8%3 years · per year$17,213 · $17,374+20.2%

[…]5 years · per year[…] · $16,418+10.4%

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

1.11%12-mo yield$111 · $292 on $10k

Cards for this view

DFVX

Dimensional US Large Cap Vector

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureDFVXSCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield1.11%2.92%

5 years, per year[…]+10.4%

3 years, per year+19.8%+20.2%

Worst drop · 1Y−7.2%−6.9%

Volatility · 1Y11.8%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$879.1B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$805.7B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
4	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.11%	+0.1%	+16.0%	+17.5%	+19.8%	new	−7.2%	$572M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$879.1B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$805.7B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
4	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.11%	+0.1%	+16.0%	+17.5%	+19.8%	new	−7.2%	$572M