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ADFVX

BSCHG

Measures won3–2DFVX wins · of 6 · 5Y

$10,000 · 5Y$17,265IVV · SPY $17,214

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common35.0%DFVX and SCHG

Dimensional US Large Cap Vector ETF · $576MSchwab U.S. Large-Cap Growth ETF · $61.4B

+19.8%3 years · per year$17,213 · $18,073+21.8%

[…]5 years · per year[…] · $16,890+11.1%

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

1.11%12-mo yield$111 · $41 on $10k

Cards for this view

DFVX

Dimensional US Large Cap Vector

[…]

SCHG

Schwab U.S. Large-Cap Growth

$16,890

MeasureDFVXSCHG

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield1.11%0.41%

5 years, per year[…]+11.1%

3 years, per year+19.8%+21.8%

Worst drop · 1Y−7.2%−15.0%

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%	$875.2B
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%	$807.1B
3	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.41%	−0.8%	+4.7%	+3.6%	+21.8%	+11.1%	−15.0%	$61.4B
4	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.11%	+0.1%	+16.0%	+17.5%	+19.8%	new	−7.2%	$576M

#
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%	$875.2B
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%	$807.1B
3	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.41%	−0.8%	+4.7%	+3.6%	+21.8%	+11.1%	−15.0%	$61.4B
4	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.11%	+0.1%	+16.0%	+17.5%	+19.8%	new	−7.2%	$576M