SCHX vs DFVX
YTDYear to date
DFVX wins+3.5 pts
Past year
DFVX wins+5.7 pts
Fee
SCHX winslower fee
Yield
Level
AUM
SCHX132.6× more
2–1DFVX wins
SCHX and DFVX · year-to-date · as of Nov 4, 2026 · AUM not scored
DFVX vs S&P 500
3Y$84.57 · 0.0% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return0.0%+0.2%−0.9%+14.8%+17.1%——+71.2%
Peer average+0.2%−1.7%−1.7%+12.9%+14.3%+86.8%+70.3%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
Dimensional DFVX and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
DFVX’s Holdings
TodayMSFTMicrosoft6.1%AMZN4.9%META4.3%XOM2.5%JPM2.4%GOOGL2.4%MU2.2%JNJ2.2%GOOG1.9%V1.8%MRK1.6%HD1.3%WMT1.3%PG1.2%NVDA1.2%GILD1.1%AMGN1.0%COST1.0%CVX0.9%KO0.9%CSCO0.9%IBM0.8%
TechnologyFinancial ServicesCommunication ServicesHealthcareConsumer CyclicalOther
Dimensional DFVX · 348 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
All 29 US Large Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | U.S. Large-CapReadDesk | 0.03% | 1.1% | +11.3% | +11.3% | $72.9B | |
| 2 | SCHG | U.S. Large-Cap GrowthReadDesk | 0.04% | 0.4% | +5.5% | +5.5% | $61.1B | |
| 3 | VV | Morningstar Large-CapReadDesk | 0.03% | 1.0% | +11.3% | +11.3% | $54.1B | |
| 4 | AVLV | Avantis U.S. Large Cap ValueReadDesk | 0.15% | 1.1% | +24.8% | +24.8% | $22.6B | |
| 5 | SCHV | U.S. Large-Cap ValueReadDesk | 0.04% | 1.8% | +18.4% | +18.4% | $15.7B | |
| 6 | GSLC | Goldman Sachs ActiveBeta U.S. Large Cap EquityReadDesk | 0.09% | 1.0% | +9.8% | +9.8% | $14.9B | |
| 7 | FELC | Fidelity Enhanced Large Cap CoreReadDesk | 0.18% | 0.8% | +12.7% | +12.7% | $8.6B | |
| 8 | BKLC | BNY Mellon US Large Cap Core EquityReadDesk | 0.00% | 2.2% | +12.1% | +12.1% | $6.9B | |
| 9 | FELG | Fidelity Enhanced Large Cap GrowthReadDesk | 0.18% | 0.4% | +1.4% | +1.4% | $5.8B | |
| 10 | FELV | Fidelity Enhanced Large Cap ValueReadDesk | 0.18% | 1.4% | +25.5% | +25.5% | $3.4B | |
| 11 | GSEW | Goldman Sachs Equal Weight U.S. Large Cap EquityReadDesk | 0.09% | 1.4% | +15.2% | +15.2% | $2.2B | |
| 12 | FLQL | Franklin U.S. Large Cap MultifactorReadDesk | 0.15% | 1.1% | +10.6% | +10.6% | $2.1B | |
| 13 | DFAL | Dimensional Trust - Dimensional US Large Cap Core Equity MarketReadDesk | 0.13% | 0.2% | new | new | $1.7B | |
| 14 | SEIV | SEI QiM U.S. Large Cap Value ActiveReadDesk | 0.15% | 1.6% | +20.7% | +20.7% | $1.6B | |
| 15 | AVLC | Avantis U.S. Large Cap EquityReadDesk | 0.15% | 0.9% | +15.0% | +15.0% | $1.6B | |
| 16 | SEIM | SEI QiM U.S. Large Cap Momentum ActiveReadDesk | 0.15% | 0.6% | +10.3% | +10.3% | $1.5B |
1–16 of 29Page 1 of 2
US Large Cap · current AUM · as of Nov 4, 2026
DFVX Payouts by Year
4YLatest payout, Sep 2026
$0.25
a share · every quarter
1.1% yield
1.1% yield
4 years added up
$2.61 a share
$2.61 a share
Dimensional DFVX · per-share distributions by ex-date · 2023–2026
DFVX’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Large-Cap ETFReadVersus | 0.03% | 1.1% | +0.4% | +11.3% | +11.4% | $72.9B | |
| 2 | SCHG | Schwab U.S. Large-Cap Growth ETFReadVersus | 0.04% | 0.4% | +0.9% | +5.5% | +3.2% | $61.1B | |
| 3 | VV | Vanguard Morningstar Large-Cap ETFReadVersus | 0.03% | 1.0% | +0.4% | +11.3% | +11.3% | $54.1B | |
| 4 | AVLV | Avantis U.S. Large Cap Value ETFReadVersus | 0.15% | 1.1% | −0.3% | +24.8% | +30.5% | $22.6B | |
| 5 | SCHV | Schwab U.S. Large-Cap Value ETFReadVersus | 0.04% | 1.8% | −0.3% | +18.4% | +22.0% | $15.7B | |
| 6 | DFVX | Dimensional US Large Cap Vector ETFThis fund | 0.19% | 1.1% | 0.0% | +14.8% | +17.1% | $549M |
#7 of 26 this year · #28 cheapest of 29 · sorted by assetsOpen the Low-Cost Core table →
DFVX and its peer group · total return · as of Nov 4, 2026
Cards for This View
DFVX’s Top 10 Holdings
Today30.8%of DFVX sits in these 10
Dimensional DFVX · weight in the fund · as of Nov 3, 2026
DFVX’s Holdings
TodayMSFTMicrosoft6.1%AMZN4.9%META4.3%XOM2.5%JPM2.4%GOOGL2.4%MU2.2%JNJ2.2%GOOG1.9%V1.8%MRK1.6%HD1.3%WMT1.3%PG1.2%NVDA1.2%GILD1.1%AMGN1.0%COST1.0%CVX0.9%KO0.9%CSCO0.9%IBM0.8%
TechnologyFinancial ServicesCommunication ServicesHealthcareConsumer CyclicalOther
Dimensional DFVX · 348 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
DFVX vs Peer Average
YTDDFVXAvsBPeer average
1D0.0%+0.2%
1M+0.2%−1.7%
3M−0.9%−1.7%
YTD+14.8%+12.9%
1Y+17.1%+14.3%
3Y[…]+86.8%
5Y[…]+70.3%
4–1DFVX wins
28 US large cap peers · each row scaled to its leader