DFVX vs SCHX

ADFVX

BSCHX

Measures won3–1DFVX wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SCHX $16,684

Lowest cost0.03%SCHX · $3 on $10k

Most income1.14%DFVX · $114 on $10k

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

Held in common53.4%DFVX and SCHX

DFVX

SCHX

Dimensional US Large Cap Vector ETF · $540MSchwab U.S. Large-Cap ETF · $71.0B

[…]3 years · per year[…] · $18,059+21.8%

[…]5 years · per year[…] · $16,684+10.8%

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

1.14%12-mo yield$114 · $108 on $10k1.08%

−7.2%Worst dropSmaller wins−9.0%

11.6%VolatilityLower wins13.7%

3–1DFVX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFVX · SCHX

6.6%MSFT5.9%

5.3%AMZN3.8%

2.4%GOOGL2.5%

4.4%META2.0%

Held in common53.4%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.08%	+0.3%	+8.4%	+9.3%	+21.8%	+10.8%	−9.0%	$71.0B
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.08%	+0.3%	+8.4%	+9.3%	+21.8%	+10.8%	−9.0%	$71.0B
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 SCHX

DFVX

Dimensional US Large Cap Vector

[…]

SCHX

Schwab U.S. Large-Cap

$16,684

MeasureDFVXSCHX

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.14%1.08%

5 years, per year[…]+10.8%

3 years, per year[…]+21.8%

Worst drop · 1Y−7.2%−9.0%

Volatility · 1Y11.6%13.7%

2–1measures won
DFVX first

53.4%

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

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: DFVX, SCHX, IVV

Today

94.6%most shared, SCHX and IVV

DFVXSCHXIVV

DFVX—53.4%54.9%

SCHX53.4%—94.6%

IVV54.9%94.6%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SCHX$108 − $3 = $105

DFVX$114 − $19 = $95

KeptFee

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