DFVX vs SCHX

ADFVX

BSCHX

Measures won3–2DFVX wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · SCHX $17,043

Lowest cost0.03%SCHX · $3 on $10k

Most income1.10%DFVX · $110 on $10k

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

Held in common53.5%DFVX and SCHX

Dimensional US Large Cap Vector ETF · $556MSchwab U.S. Large-Cap ETF · $72.9B

+19.9%3 years · per year$17,228 · $18,105+21.9%

[…]5 years · per year[…] · $17,043+11.3%

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

1.10%12-mo yield$110 · $104 on $10k

Cards for this view

DFVX

Dimensional US Large Cap Vector

[…]

SCHX

Schwab U.S. Large-Cap

$17,043

MeasureDFVXSCHX

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.10%1.04%

5 years, per year[…]+11.3%

3 years, per year+19.9%+21.9%

Worst drop · 1Y−7.2%−9.0%

Volatility · 1Y11.8%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.04%	+1.3%	+12.1%	+12.3%	+21.9%	+11.3%	−9.0%	$72.9B
3	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.10%	+0.7%	+16.2%	+18.3%	+19.9%	new	−7.2%	$556M

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.04%	+1.3%	+12.1%	+12.3%	+21.9%	+11.3%	−9.0%	$72.9B
3	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.10%	+0.7%	+16.2%	+18.3%	+19.9%	new	−7.2%	$556M

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