SCHV vs DFVX

ASCHV

BDFVX

Measures won3–1SCHV wins · of 6 · 5Y

$10,000 · 5Y$16,047SCHV

Lowest cost0.04%SCHV · $4 on $10k

Most income1.85%SCHV · $185 on $10k

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

Held in common51.0%SCHV and DFVX

SCHV

DFVX

Schwab U.S. Large-Cap Value ETF · $15.4BDimensional US Large Cap Vector ETF · $539M

+20.2%3 years · per year$17,361 · […][…]

+9.9%5 years · per year$16,047 · […][…]

0.04%Expense ratio$4 · $19 on $10k · lower wins0.19%

1.85%12-mo yield$185 · $114 on $10k1.14%

−6.9%Worst dropSmaller wins−7.2%

11.8%VolatilityLower wins11.6%

3–1SCHV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHV · DFVX

3.0%JPM2.5%

2.3%XOM2.3%

2.2%JNJ2.2%

1.9%WMT1.4%

Held in common51.0%

End-of-day Nov 6, 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%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B
2	BDFVX	Dimensional US Large Cap Vector ETFRead Desk		0.19%	1.14%	−0.1%	+12.7%	+15.3%	new	new	−7.2%	$539M

End-of-day Nov 6, 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%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B
2	BDFVX	Dimensional US Large Cap Vector ETFRead Desk		0.19%	1.14%	−0.1%	+12.7%	+15.3%	new	new	−7.2%	$539M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHV vs DFVX

SCHV

Schwab U.S. Large-Cap Value

$16,047

DFVX

Dimensional US Large Cap Vector

[…]

MeasureSCHVDFVX

Fee0.04%0.19%

Cost on $10k a year$4$19

Yield1.85%1.14%

5 years, per year+9.9%[…]

3 years, per year+20.2%[…]

Worst drop · 1Y−6.9%−7.2%

Volatility · 1Y11.8%11.6%

3–1measures won
SCHV first

51.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SCHV, DFVX

Today

51.0%most shared, SCHV and DFVX

SCHVDFVX

SCHV—51.0%

DFVX51.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$181most kept, SCHV

SCHV$185 − $4 = $181

DFVX$114 − $19 = $95

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee