DFVX vs SCHG

ADFVX

BSCHG

Measures won3–1DFVX wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SCHG $16,814

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%DFVX · $114 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 · $540MSchwab U.S. Large-Cap Growth ETF · $59.1B

[…]3 years · per year[…] · $18,452+22.7%

[…]5 years · per year[…] · $16,814+11.0%

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

1.14%12-mo yield$114 · $42 on $10k0.42%

−7.2%Worst dropSmaller wins−15.0%

11.6%VolatilityLower wins17.8%

3–1DFVX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFVX · SCHG

6.6%MSFT10.0%

5.3%AMZN6.4%

4.4%META3.9%

2.4%GOOGL4.2%

Held in common35.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.1B
3	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.14%	−0.1%	+12.7%	+15.3%	new	new	−7.2%	$540M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.1B
3	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.14%	−0.1%	+12.7%	+15.3%	new	new	−7.2%	$540M

End-of-day Nov 6, 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

$16,814

MeasureDFVXSCHG

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield1.14%0.42%

5 years, per year[…]+11.0%

3 years, per year[…]+22.7%

Worst drop · 1Y−7.2%−15.0%

Volatility · 1Y11.6%17.8%

3–1measures won
DFVX first

35.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: DFVX, SCHG, VOO

Today

59.3%most shared, SCHG and VOO

DFVXSCHGVOO

DFVX—35.4%52.7%

SCHG35.4%—59.3%

VOO52.7%59.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFVX$114 − $19 = $95

SCHG$42 − $4 = $38

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee