DFVX vs SCHG

ADFVX

BSCHG

Measures won3–2DFVX wins · of 6 · 5Y

$10,000 · 5Y$17,358SPY · SCHG $17,139

Lowest cost0.04%SCHG · $4 on $10k

Most income1.11%DFVX · $111 on $10k

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

Held in common35.7%DFVX and SCHG

Dimensional US Large Cap Vector ETF · $552MSchwab U.S. Large-Cap Growth ETF · $61.4B

+19.5%3 years · per year$17,051 · $18,317+22.4%

[…]5 years · per year[…] · $17,139+11.4%

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

$17,139

MeasureDFVXSCHG

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield1.11%0.41%

5 years, per year[…]+11.4%

3 years, per year+19.5%+22.4%

Worst drop · 1Y−7.2%−15.0%

Volatility · 1Y11.8%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.41%	−0.7%	+4.1%	+5.1%	+22.4%	+11.4%	−15.0%	$61.4B
3	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.11%	0.0%	+15.4%	+18.7%	+19.5%	new	−7.2%	$552M

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.41%	−0.7%	+4.1%	+5.1%	+22.4%	+11.4%	−15.0%	$61.4B
3	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.11%	0.0%	+15.4%	+18.7%	+19.5%	new	−7.2%	$552M

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