DFVX vs SCHG

ADFVX

BSCHG

Measures won3–1DFVX wins · of 6 · 5Y

$10,000 · 5Y$17,915SCHG

Lowest cost0.04%SCHG · $4 on $10k

Most income1.10%DFVX · $110 on $10k

Smallest drop−7.2%DFVX · worst fall in 1Y

Held in common35.4%DFVX and SCHG

DFVX

SCHG

Dimensional US Large Cap Vector ETF · $560MSchwab U.S. Large-Cap Growth ETF · $62.5B

[…]3 years · per year[…] · $19,739+25.4%

[…]5 years · per year[…] · $17,915+12.4%

0.19%Expense ratio$19 · $4 on $10k · lower wins0.04%

1.10%12-mo yield$110 · $40 on $10k0.40%

−7.2%Worst dropSmaller wins−16.0%

11.1%VolatilityLower wins16.9%

3–1DFVX wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFVX · SCHG

6.3%MSFT9.3%

5.0%AMZN5.9%

4.4%META3.8%

2.4%GOOGL3.9%

Held in common35.4%

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	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.40%	+1.3%	+6.8%	+4.0%	+25.4%	+12.4%	−16.0%	$62.5B
2	ADFVX	Dimensional US Large Cap Vector ETFRead Desk		0.19%	1.10%	+1.8%	+16.8%	+19.6%	new	new	−7.2%	$560M

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	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.40%	+1.3%	+6.8%	+4.0%	+25.4%	+12.4%	−16.0%	$62.5B
2	ADFVX	Dimensional US Large Cap Vector ETFRead Desk		0.19%	1.10%	+1.8%	+16.8%	+19.6%	new	new	−7.2%	$560M

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

DFVX vs SCHG

DFVX

Dimensional US Large Cap Vector

[…]

SCHG

Schwab U.S. Large-Cap Growth

$17,915

MeasureDFVXSCHG

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield1.10%0.40%

5 years, per year[…]+12.4%

3 years, per year[…]+25.4%

Worst drop · 1Y−7.2%−16.0%

Volatility · 1Y11.1%16.9%

3–1measures won
DFVX first

35.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFVX, SCHG

Today

35.4%most shared, DFVX and SCHG

DFVXSCHG

DFVX—35.4%

SCHG35.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$91most kept, DFVX

DFVX$110 − $19 = $91

SCHG$40 − $4 = $36

KeptFee

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