SCHD vs DFCF5YSCHDSCHDAvsBDFCFDFCFSchwab U.S. Dividend Equity ETF · $123BDimensional - Core Fixed Income ETF · $11.7BReturns · dividends in+19.9%3 years · per year$17,234 · $11,578+5.0%+10.4%5 years · per year$16,418 · […][…]Cost and income0.06%Expense ratio$6 · $18 on $10k · lower wins0.18%2.93%12-mo yield$293 · $451 on $10k4.51%Risk · 1 year−6.9%End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2BDFCFDimensional - Core Fixed Income ETFReadDesk0.18%4.51%−0.1%−1.0%−0.5%+5.0%new−4.8%$11.7BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2BDFCFDimensional - Core Fixed Income ETFReadDesk0.18%4.51%−0.1%−1.0%−0.5%+5.0%new−4.8%$11.7BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in SCHD, DFCF5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: SCHD, DFCFToday[…]holdings […]SCHDDFCFSCHD—[…]DFCF[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SCHD vs DFCF5YASCHDSchwab U.S. Dividend Equity$16,418vsDFCFBDimensional - Core Fixed Income[…]MeasureSCHDDFCFFee0.06%0.18%Cost on $10k a year$6$18Yield2.93%4.51%5 years, per year+10.4%[…]3 years, per year+19.9%+5.0%Worst drop · 1Y−6.9%−4.8%Volatility · 1Y11.8%
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: SCHD, DFCFToday[…]holdings […]SCHDDFCFSCHD—[…]DFCF[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$433most kept, DFCFDFCF$451 − $18 = $433SCHD$293 − $6 = $287KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee