SCHD vs DFAT5YSCHDSCHDAvsBDFATDFATSchwab U.S. Dividend Equity ETF · $124BDimensional - US Targeted Value ETF · $31.6BReturns · dividends in+20.2%3 years · per year$17,374 · $16,427+18.0%+10.4%5 years · per year$16,418 · $15,377+9.0%Cost and income0.06%Expense ratio$6 · $31 on $10k · lower wins0.31%2.92%
Overlap: SCHD, DFAT, VTVToday17.9%most shared, SCHD and VTVSCHDDFATVTVSCHD—3.4%17.9%DFAT3.4%—0.0%VTV17.9%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SCHD vs DFAT5YASCHDSchwab U.S. Dividend Equity$16,418vsDFATBDimensional - US Targeted Value$15,377$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$195.9B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%+0.3%+18.8%+22.8%+18.0%+9.0%−9.6%$31.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$195.9B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%+0.3%+18.8%+22.8%+18.0%+9.0%−9.6%$31.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$196BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: SCHD, DFAT, VTVToday17.9%most shared, SCHD and VTVSCHDDFATVTVSCHD—3.4%17.9%DFAT3.4%—0.0%VTV17.9%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286VTV$181 − $3 = $178DFAT$133 − $31 = $102KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee