SCHX vs DFAL

ASCHX

BDFAL

Measures won2–0SCHX wins · of 6 · 5Y

$10,000 · 5Y$17,574SCHX

Lowest cost0.03%SCHX · $3 on $10k

Most income1.04%SCHX · $104 on $10k

Smallest drop−9.0%SCHX · worst fall in 1Y

Held in common89.8%SCHX and DFAL

SCHX

DFAL

Schwab U.S. Large-Cap ETF · $74.3BDimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF · $1.7B

+24.1%3 years · per year$19,124 · […][…]

+11.9%5 years · per year$17,574 · […][…]

0.03%Expense ratio$3 · $13 on $10k · lower wins0.13%

1.04%12-mo yield$104 · $17 on $10k0.17%

−9.0%Worst dropSmaller wins[…]

13.0%VolatilityLower wins[…]

2–0SCHX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHX · DFAL

7.2%NVDA6.9%

7.0%AAPL6.8%

5.6%MSFT5.5%

3.6%AMZN3.6%

Held in common89.8%

End-of-day Nov 4, 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	ASCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.04%	+1.5%	+12.9%	+12.8%	+24.1%	+11.9%	−9.0%	$74.3B
2	BDFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk		0.13%	0.17%	+1.6%	new	new	new	new	[…]	$1.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.04%	+1.5%	+12.9%	+12.8%	+24.1%	+11.9%	−9.0%	$74.3B
2	BDFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk		0.13%	0.17%	+1.6%	new	new	new	new	[…]	$1.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHX vs DFAL

SCHX

Schwab U.S. Large-Cap

$17,574

DFAL

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market

[…]

MeasureSCHXDFAL

Fee0.03%0.13%

Cost on $10k a year$3$13

Yield1.04%0.17%

5 years, per year+11.9%[…]

3 years, per year+24.1%[…]

Worst drop · 1Y−9.0%[…]

Volatility · 1Y13.0%[…]

2–0measures won
SCHX first

89.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHX, DFAL

Today

89.8%most shared, SCHX and DFAL

SCHXDFAL

SCHX—89.8%

DFAL89.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SCHX

SCHX$104 − $3 = $101

DFAL$17 − $13 = $4

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee