DFVX vs SCHX

ADFVX

BSCHX

Measures won3–1DFVX wins · of 6 · 5Y

$10,000 · 5Y$17,217SCHX

Lowest cost0.03%SCHX · $3 on $10k

Most income1.12%DFVX · $112 on $10k

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

Held in common52.8%DFVX and SCHX

DFVX

SCHX

Dimensional US Large Cap Vector ETF · $549MSchwab U.S. Large-Cap ETF · $72.9B

[…]3 years · per year[…] · $19,063+24.0%

[…]5 years · per year[…] · $17,217+11.5%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

1.12%12-mo yield$112 · $105 on $10k1.05%

−7.2%Worst dropSmaller wins−9.0%

11.0%VolatilityLower wins12.9%

3–1DFVX wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFVX · SCHX

6.1%MSFT5.5%

4.9%AMZN3.5%

2.4%GOOGL2.4%

4.3%META1.9%

Held in common52.8%

End-of-day Nov 3, 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	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.05%	+0.4%	+11.3%	+11.4%	+24.0%	+11.5%	−9.0%	$72.9B
2	ADFVX	Dimensional US Large Cap Vector ETFRead Desk		0.19%	1.12%	0.0%	+14.8%	+17.1%	new	new	−7.2%	$549M

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

Both

5Y2 funds

#			Trend
1	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.05%	+0.4%	+11.3%	+11.4%	+24.0%	+11.5%	−9.0%	$72.9B
2	ADFVX	Dimensional US Large Cap Vector ETFRead Desk		0.19%	1.12%	0.0%	+14.8%	+17.1%	new	new	−7.2%	$549M

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

Cards for this view

DFVX vs SCHX

DFVX

Dimensional US Large Cap Vector

[…]

SCHX

Schwab U.S. Large-Cap

$17,217

MeasureDFVXSCHX

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.12%1.05%

5 years, per year[…]+11.5%

3 years, per year[…]+24.0%

Worst drop · 1Y−7.2%−9.0%

Volatility · 1Y11.0%12.9%

2–1measures won
DFVX first

52.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFVX, SCHX

Today

52.8%most shared, DFVX and SCHX

DFVXSCHX

DFVX—52.8%

SCHX52.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, SCHX

SCHX$105 − $3 = $102

DFVX$112 − $19 = $93

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee