SCHV vs DFAL

ASCHV

BDFAL

Measures won2–0SCHV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SCHV $16,303

Lowest cost0.03%IVV · $3 on $10k

Most income1.81%SCHV · $181 on $10k

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

Held in common44.6%SCHV and DFAL

SCHV

DFAL

Schwab U.S. Large-Cap Value ETF · $15.7BDimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF · $1.7B

+20.2%3 years · per year$17,373 · […][…]

+10.3%5 years · per year$16,303 · […][…]

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

1.81%12-mo yield$181 · $17 on $10k0.17%

−6.9%Worst dropSmaller wins[…]

12.0%VolatilityLower wins[…]

2–0SCHV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHV · DFAL

3.6%BRK-B1.5%

3.0%JPM1.4%

2.3%XOM1.2%

2.2%JNJ1.0%

Held in common44.6%

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	ASCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.81%	+2.1%	+18.7%	+23.0%	+20.2%	+10.3%	−6.9%	$15.7B
3	BDFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk	0.13%	0.17%	+2.4%	new	new	new	new	[…]	$1.7B

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	ASCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.81%	+2.1%	+18.7%	+23.0%	+20.2%	+10.3%	−6.9%	$15.7B
3	BDFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk	0.13%	0.17%	+2.4%	new	new	new	new	[…]	$1.7B

End-of-day Nov 9, 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

$16,303

DFAL

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market

[…]

MeasureSCHVDFAL

Fee0.04%0.13%

Cost on $10k a year$4$13

Yield1.81%0.17%

5 years, per year+10.3%[…]

3 years, per year+20.2%[…]

Worst drop · 1Y−6.9%[…]

Volatility · 1Y12.0%[…]

2–0measures won
SCHV first

44.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: SCHV, DFAL, IVV

Today

90.2%most shared, DFAL and IVV

SCHVDFALIVV

SCHV—44.6%43.0%

DFAL44.6%—90.2%

IVV43.0%90.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, SCHV

SCHV$181 − $4 = $177

IVV$111 − $3 = $108

DFAL$17 − $13 = $4

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee