SCHV vs DFAL

ASCHV

BDFAL

Measures won2–0SCHV wins · of 6 · 5Y

$10,000 · 5Y$16,084SCHV

Lowest cost0.04%SCHV · $4 on $10k

Most income1.84%SCHV · $184 on $10k

Smallest drop−6.9%SCHV · worst fall in 1Y

Held in common44.4%SCHV and DFAL

SCHV

DFAL

Schwab U.S. Large-Cap Value ETF · $15.9BDimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF · $1.7B

+20.5%3 years · per year$17,488 · […][…]

+10.0%5 years · per year$16,084 · […][…]

0.04%Expense ratio$4 · $13 on $10k · lower wins0.13%

1.84%12-mo yield$184 · $18 on $10k0.18%

−6.9%Worst dropSmaller wins[…]

11.8%VolatilityLower wins[…]

2–0SCHV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHV · DFAL

3.0%JPM1.5%

3.5%BRK-B1.4%

2.3%XOM1.2%

1.9%WMT0.9%

Held in common44.4%

End-of-day Nov 5, 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	ASCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.84%	−3.2%	+16.6%	+21.2%	+20.5%	+10.0%	−6.9%	$15.9B
2	BDFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk		0.13%	0.18%	−4.3%	new	new	new	new	[…]	$1.7B

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

Both

5Y2 funds

#			Trend
1	ASCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.84%	−3.2%	+16.6%	+21.2%	+20.5%	+10.0%	−6.9%	$15.9B
2	BDFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk		0.13%	0.18%	−4.3%	new	new	new	new	[…]	$1.7B

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

Cards for this view

SCHV vs DFAL

SCHV

Schwab U.S. Large-Cap Value

$16,084

DFAL

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market

[…]

MeasureSCHVDFAL

Fee0.04%0.13%

Cost on $10k a year$4$13

Yield1.84%0.18%

5 years, per year+10.0%[…]

3 years, per year+20.5%[…]

Worst drop · 1Y−6.9%[…]

Volatility · 1Y11.8%[…]

2–0measures won
SCHV first

44.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SCHV, DFAL

Today

44.4%most shared, SCHV and DFAL

SCHVDFAL

SCHV—44.4%

DFAL44.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, SCHV

SCHV$184 − $4 = $180

DFAL$18 − $13 = $5

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee